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iShares MSCI EAFE Growth ETF
EFG

Overview Fund Activity

734 hedge funds and large institutions have $11.9B invested in iShares MSCI EAFE Growth ETF in 2021 Q4 according to their latest regulatory filings, with 163 funds opening new positions, 330 increasing their positions, 131 reducing their positions, and 46 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
734
Holders Change
+107
Holders Change %
+17.07%
% of All Funds
11.34%
Holding in Top 10
80
Holding in Top 10 Change
+19
Holding in Top 10 Change %
+31.15%
% of All Funds
1.24%
New
163
Increased
330
Reduced
131
Closed
46
Calls
$2.09M
Puts
$993K
Net Calls
+$1.1M
Net Calls Change
+$2.42M

Top Buyers

1
Envestnet Asset Management
Envestnet Asset Management
Illinois
$2.61B
2
Bank of America
Bank of America
North Carolina
$773M
3
LPL Financial
LPL Financial
California
$547M
4
Morgan Stanley
Morgan Stanley
New York
$556M
5
CG
Colony Group
Massachusetts
$49.6M

Top Sellers

1
MOACM
Mutual of America Capital Management
New York
$0
2
CFG
Cooper Financial Group
California
$1.91M
3
PSUF
People's United Financial
Connecticut
$77.8M
4
FTUS
Flow Traders U.S.
New York
$0
5
LWM
Liberty Wealth Management
California
$12.6K
Name Holding Trade Value Shares
Change 		Shares
Change %
PG
726
Proffitt & Goodson
Tennessee
$2K +$2K +15 New
RDIA
727
RE Dickinson Investment Advisors
Iowa
$2K +$2K +18 New
CA
728
Cornerstone Advisory
Maryland
$2K +$2K +20 New
CP
729
Castleview Partners
Texas
$1.31K +$1.31K +143,928 New
GG
730
Gleason Group
Kentucky
$1K – – –
GWSG
731
GPS Wealth Strategies Group
Colorado
$1K – – –
SSC
732
Syverson Strege & Co
Iowa
$1K – – –
FRA
733
Front Row Advisors
California
$1K – – –
HWA
734
HHM Wealth Advisors
Tennessee
$1K – – –
FHC
735
First Heartland Consultants
Missouri
$810 +$25 +224 +3%
RTC
736
Riverview Trust Company
Washington
$32 – – –
SFCL
737
Strengthening Families & Communities LLC
Massachusetts
$6 +$6 +115 New
MOACM
738
Mutual of America Capital Management
New York
– -$80.4M -755,362 Closed
FTUS
739
Flow Traders U.S.
New York
– -$12.1M -113,196 Closed
OAM
740
Oppenheimer Asset Management
New York
– -$7.45M -69,944 Closed
OMC
741
Old Mission Capital
Illinois
– -$6.17M -57,914 Closed
NAG
742
Northstar Advisory Group
New Jersey
– -$5.04M -47,338 Closed
OWA
743
Outlook Wealth Advisors
Texas
– -$4.84M -45,455 Closed
VWM
744
Venturi Wealth Management
Texas
– -$3.14M -29,531 Closed
IWS
745
Insight Wealth Strategies
California
– -$2.13M -19,959 Closed
Marshall Wace
746
Marshall Wace
United Kingdom
– -$2.02M -18,981 Closed
Barclays
747
Barclays
United Kingdom
– -$1.61M -15,161 Closed
CWM
748
CCG Wealth Management
California
– -$1.16M -10,847 Closed
DAS
749
Dynamic Advisor Solutions
Arizona
– -$922K -8,662 Closed
SIM
750
Stratos Investment Management
Ohio
– -$920K -8,642 Closed
28 29
30
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