EFG icon

iShares MSCI EAFE Growth ETF
EFG

Overview Fund Activity

627 hedge funds and large institutions have $10.5B invested in iShares MSCI EAFE Growth ETF in 2021 Q3 according to their latest regulatory filings, with 49 funds opening new positions, 311 increasing their positions, 131 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
627
Holders Change
+14
Holders Change %
+2.28%
% of All Funds
11.01%
Holding in Top 10
61
Holding in Top 10 Change
+7
Holding in Top 10 Change %
+12.96%
% of All Funds
1.07%
New
49
Increased
311
Reduced
131
Closed
26
Calls
$202K
Puts
$1.52M
Net Calls
-$1.32M
Net Calls Change
-$753K

Top Buyers

1
Envestnet Asset Management
Envestnet Asset Management
Illinois
$2.31B
2
LPL Financial
LPL Financial
California
$476M
3
BlackRock
BlackRock
New York
$437M
4
Morgan Stanley
Morgan Stanley
New York
$487M
5
Bank of America
Bank of America
North Carolina
$656M

Top Sellers

1
KFS
Kelly Financial Services
Massachusetts
$749K
2
RIG
RiverFront Investment Group
Virginia
$37.5M
3
Citadel Advisors
Citadel Advisors
Florida
$0
4
TAIM
TD Ameritrade Investment Management
Nebraska
$17.7M
5
KIM
Karpus Investment Management
New York
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
LWA
76
Lineweaver Wealth Advisors
Ohio
$14.4M +$4.46M +41,916 +45%
WAM
77
Wakefield Asset Management
Colorado
$14.3M +$651K +6,113 +5%
CFGS
78
Concourse Financial Group Securities
Alabama
$14.3M +$4.83M +45,412 +51%
CWM
79
Cranbrook Wealth Management
Michigan
$14.2M -$157K -1,478 -1%
SB
80
Strategic Blueprint
Georgia
$14.1M +$1.61M +15,147 +13%
SWM
81
Shakespeare Wealth Management
Wisconsin
$14M +$165K +1,549 +1%
William Blair & Company
82
William Blair & Company
Illinois
$13.7M -$133K -1,250 -1%
CFD
83
Creative Financial Designs
Indiana
$13.4M +$498K +4,679 +4%
SMG
84
Spectrum Management Group
Indiana
$13.3M +$4.75M +44,590 +56%
SWM
85
Southern Wealth Management
Texas
$13.2M – – –
BRWA
86
B. Riley Wealth Advisors
Florida
$13.1M +$3.68M +34,595 +39%
OAP
87
One Advisory Partners
Kansas
$13.1M +$3.07M +28,879 +31%
TSA
88
Tri-Star Advisors
Texas
$13.1M +$4.09M +37,850 +46%
HGWM
89
Horst & Graben Wealth Management
Oregon
$12.6M +$3.75M +35,238 +42%
CAM
90
Crestone Asset Management
Colorado
$12.5M -$445K -4,176 -3%
JPMPWA
91
J.P. Morgan Private Wealth Advisors
California
$12.3M +$2.47M +23,218 +25%
VFM
92
Vivid Financial Management
California
$12.2M +$1.21M +11,330 +11%
FTUS
93
Flow Traders U.S.
New York
$12.1M +$12.1M +113,196 New
WAM
94
WNY Asset Management
New York
$11.8M +$94.9K +891 +0.8%
T
95
TNF
Montana
$11.8M +$11.8M +109,367 New
CG
96
Colony Group
Massachusetts
$11.6M +$2.48M +23,298 +27%
CS
97
Comerica Securities
Michigan
$11M +$3.77M +35,406 +52%
LWM
98
Liberty Wealth Management
California
$11M +$3.33M +31,255 +44%
BCA
99
Biltmore Capital Advisors
New Jersey
$10.8M +$1.94M +18,218 +22%
PWA
100
Physician Wealth Advisors
Utah
$10.7M +$3M +27,554 +39%
2 3
4
5 6