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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 %
EFL
101
ERn Financial LLC
Wisconsin
$12.5M +$1.88M +17,088 +18%
BCA
102
Biltmore Capital Advisors
New Jersey
$12.3M +$1.09M +9,873 +10%
CS
103
Comerica Securities
Michigan
$12.2M +$771K +6,984 +7%
WAM
104
WNY Asset Management
New York
$11.9M -$352K -3,197 -3%
CAM
105
Crestone Asset Management
Colorado
$11.8M -$1.16M -10,504 -9%
T
106
TNF
Montana
$11.7M +$207K +1,976 +2%
PWA
107
Physician Wealth Advisors
Utah
$11.5M +$1.02M +9,518 +10%
MGIA
108
Moneta Group Investment Advisors
Missouri
$11.5M +$1.18M +10,677 +11%
CAN
109
Cetera Advisor Networks
California
$11.2M +$2.81M +25,440 +33%
SWM
110
Southern Wealth Management
Texas
$11.2M -$2.47M -22,424 -18%
T
111
TCWP
Ohio
$11M +$11M +99,399 New
SL
112
SWMG LLC
Texas
$10.8M +$780K +7,074 +8%
HA
113
HYA Advisors
Missouri
$10.7M +$5.28M +47,861 +98%
Citigroup
114
Citigroup
New York
$10.7M -$310K -2,808 -3%
FCA
115
FLC Capital Advisors
California
$10.5M +$2.23M +20,253 +27%
EH
116
Equitable Holdings
New York
$10.5M +$3.18M +28,810 +43%
C1AG
117
Client 1st Advisory Group
Florida
$10.5M +$685K +6,213 +7%
SAMC
118
Spectrum Asset Management (California)
California
$10.2M +$383K +3,475 +4%
SPIA
119
Steward Partners Investment Advisory
New York
$10.2M +$731K +6,627 +8%
TLFA
120
True Link Financial Advisors
California
$10.1M +$149K +1,347 +1%
BRWM
121
B. Riley Wealth Management
Tennessee
$9.71M +$293K +2,660 +3%
BCM
122
Brookstone Capital Management
Illinois
$9.66M -$903K -8,436 -9%
MWM
123
Marion Wealth Management
Pennsylvania
$9.62M +$9.62M +87,192 New
WMS
124
Wealth Management Solutions
Pennsylvania
$9.45M +$9.45M +85,696 New
Goldman Sachs
125
Goldman Sachs
New York
$9.39M +$265K +2,400 +3%
3 4
5
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