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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 %
CB
126
Commerce Bank
Missouri
$7.36M +$724K +6,798 +11%
FFN
127
Focus Financial Network
Minnesota
$7.34M +$1.1M +10,306 +18%
DE
128
Day & Ennis
Georgia
$7.28M +$333K +3,130 +5%
EH
129
Equitable Holdings
New York
$7.1M +$1.06M +9,984 +18%
Northern Trust
130
Northern Trust
Illinois
$6.98M +$888K +8,345 +15%
I
131
INVST
Indiana
$6.87M +$1.62M +15,220 +31%
WP
132
WealthShield Partners
North Carolina
$6.86M -$3.38M -31,782 -33%
SFS
133
Sowell Financial Services
Arkansas
$6.82M +$54K +507 +0.8%
WFPG
134
Waller Financial Planning Group
Ohio
$6.8M +$168K +1,576 +3%
APA
135
American Portfolios Advisors
New York
$6.78M +$215K +2,023 +3%
UCFA
136
United Capital Financial Advisors
Texas
$6.77M +$121K +1,133 +2%
MAS
137
Managed Account Services
Florida
$6.72M -$727K -6,826 -10%
Creative Planning
138
Creative Planning
Kansas
$6.59M +$503K +4,724 +8%
EL
139
EQ LLC
Washington
$6.52M +$168K +1,574 +3%
WP
140
WealthPLAN Partners
Nebraska
$6.46M +$1.31M +11,911 +26%
CA
141
Cetera Advisors
Colorado
$6.41M +$1.33M +12,481 +26%
CCA
142
Checchi Capital Advisers
California
$6.38M +$117K +1,098 +2%
CCFM
143
Clear Creek Financial Management
Washington
$6.34M -$137K -1,285 -2%
JRP
144
Jasper Ridge Partners
California
$6.33M – – –
BHWM
145
Bay Harbor Wealth Management
Maryland
$6.33M +$1.68M +15,744 +36%
AF
146
Advisornet Financial
Minnesota
$6.3M +$1.15M +10,836 +22%
MCM
147
MV Capital Management
Maryland
$6.27M +$383K +3,602 +7%
OMC
148
Old Mission Capital
Illinois
$6.17M +$6.17M +57,914 New
Baird Financial Group
149
Baird Financial Group
Wisconsin
$6.1M +$919K +8,627 +18%
PPWM
150
PFG Private Wealth Management
Florida
$6.04M +$388K +3,645 +7%
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