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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 %
Citigroup
101
Citigroup
New York
$10.6M -$2.95M -27,749 -22%
BCM
102
Brookstone Capital Management
Illinois
$10.5M +$2.48M +23,187 +31%
SHIM
103
Stone House Investment Management
Pennsylvania
$10.2M – – –
EFL
104
ERn Financial LLC
Wisconsin
$10.2M +$10.2M +95,960 New
MGIA
105
Moneta Group Investment Advisors
Missouri
$9.97M +$719K +6,756 +8%
OWA
106
One Wealth Advisors
California
$9.89M +$4.09M +38,381 +70%
SL
107
SWMG LLC
Texas
$9.71M +$2.25M +21,131 +30%
TLFA
108
True Link Financial Advisors
California
$9.6M -$291K -2,733 -3%
SAMC
109
Spectrum Asset Management (California)
California
$9.49M +$2.73M +25,640 +40%
C1AG
110
Client 1st Advisory Group
Florida
$9.48M +$695K +6,525 +8%
SPIA
111
Steward Partners Investment Advisory
New York
$9.11M +$2.08M +19,555 +30%
BRWM
112
B. Riley Wealth Management
Tennessee
$9.09M +$9.09M +85,370 New
CCMG
113
Clark Capital Management Group
Pennsylvania
$8.82M +$5.07M +47,599 +135%
Goldman Sachs
114
Goldman Sachs
New York
$8.81M +$284K +2,666 +3%
MWP
115
Meridian Wealth Partners
Pennsylvania
$8.45M +$3.96M +37,236 +88%
CAN
116
Cetera Advisor Networks
California
$8.14M +$472K +4,432 +6%
FCA
117
FLC Capital Advisors
California
$8.02M +$463K +4,349 +6%
CWS
118
Cypress Wealth Services
California
$7.99M +$1.46M +13,685 +22%
IA
119
IndexIQ Advisors
New York
$7.84M +$1.52M +14,290 +24%
RA
120
RFG Advisory
Alabama
$7.84M +$1.3M +12,186 +20%
PAG
121
Private Advisor Group
New Jersey
$7.82M +$4.24M +39,825 +118%
ASN
122
Advisory Services Network
Georgia
$7.77M +$1.07M +10,087 +16%
SWM
123
Spire Wealth Management
Virginia
$7.58M +$1.82M +17,082 +32%
VHAM
124
Van Hulzen Asset Management
California
$7.51M +$1.9M +17,831 +34%
OAM
125
Oppenheimer Asset Management
New York
$7.45M +$249K +2,334 +3%
3 4
5
6 7