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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 %
CP
76
Covenant Partners
Tennessee
$17.3M +$8.38K +76 +0%
CIAS
77
CFS Investment Advisory Services
New Jersey
$17.2M -$1.95M -19,556 -10%
William Blair & Company
78
William Blair & Company
Illinois
$17.1M +$2.96M +26,829 +21%
SB
79
Strategic Blueprint
Georgia
$16.5M +$1.96M +17,771 +13%
HPC
80
Hobart Private Capital
North Carolina
$16.5M +$311K +2,820 +2%
SCA
81
STALEY CAPITAL ADVISERS
Pennsylvania
$16.2M -$92.9K -842 -0.6%
Prudential Financial
82
Prudential Financial
New Jersey
$16.1M +$6.56M +92,766 +69%
Cetera Investment Advisers
83
Cetera Investment Advisers
Illinois
$16M -$2.69M -24,401 -14%
OWA
84
One Wealth Advisors
California
$15.8M +$5.52M +50,042 +54%
CFGS
85
Concourse Financial Group Securities
Alabama
$15.7M +$844K +7,640 +6%
SWM
86
Shakespeare Wealth Management
Wisconsin
$15.5M +$1.09M +9,858 +8%
SHIM
87
Stone House Investment Management
Pennsylvania
$15.4M +$4.92M +44,652 +47%
WAM
88
Wakefield Asset Management
Colorado
$15.4M +$586K +5,313 +4%
Jane Street
89
Jane Street
New York
$15.4M +$15M +136,344 +3,854%
HGWM
90
Horst & Graben Wealth Management
Oregon
$15.2M +$2.15M +19,525 +16%
BRWA
91
B. Riley Wealth Advisors
Florida
$15M +$1.44M +13,032 +11%
LWA
92
Lineweaver Wealth Advisors
Ohio
$14.9M +$9.93K +90 +0.1%
MCIA
93
Mountain Capital Investment Advisors
Colorado
$14.8M +$11.1M +104,366 +300%
CWM
94
Cranbrook Wealth Management
Michigan
$14.5M -$227K -2,055 -2%
CFD
95
Creative Financial Designs
Indiana
$14.5M +$645K +5,852 +5%
VFM
96
Vivid Financial Management
California
$14.4M +$1.73M +15,678 +14%
OAP
97
One Advisory Partners
Kansas
$14M +$487K +4,415 +4%
KFSC
98
Keystone Financial Services (Colorado)
Colorado
$13.9M +$13.9M +125,768 New
SMG
99
Spectrum Management Group
Indiana
$13.8M +$36.4K +330 +0.3%
TSA
100
Tri-Star Advisors
Texas
$13.7M +$920K +8,664 +7%
2 3
4
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