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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 %
MWP
126
Meridian Wealth Partners
Pennsylvania
$8.94M +$187K +1,692 +2%
KFS
127
Kelly Financial Services
Massachusetts
$8.84M +$8.06M +73,095 +1,039%
DE
128
Day & Ennis
Georgia
$8.8M +$1.27M +11,497 +17%
IA
129
IndexIQ Advisors
New York
$8.76M +$636K +5,769 +8%
CWS
130
Cypress Wealth Services
California
$8.73M +$461K +4,184 +6%
MYIA
131
Mount Yale Investment Advisors
Colorado
$8.63M +$4.92M +44,649 +133%
ASN
132
Advisory Services Network
Georgia
$8.57M +$518K +4,701 +6%
SFS
133
Sowell Financial Services
Arkansas
$8.54M +$1.47M +13,274 +21%
AA
134
Axiom Advisory
California
$8.41M +$8.41M +76,241 New
SWM
135
Spire Wealth Management
Virginia
$8.17M +$315K +2,854 +4%
WP
136
WealthShield Partners
North Carolina
$8.15M +$1.04M +9,459 +15%
VHAM
137
Van Hulzen Asset Management
California
$7.95M +$175K +1,587 +2%
Northern Trust
138
Northern Trust
Illinois
$7.8M +$568K +5,151 +8%
OLVIG
139
Oliver Lagore Vanvalin Investment Group
Michigan
$7.74M +$7.74M +70,190 New
CCMG
140
Clark Capital Management Group
Pennsylvania
$7.43M -$1.71M -15,472 -19%
Baird Financial Group
141
Baird Financial Group
Wisconsin
$7.4M +$1.09M +9,853 +17%
CA
142
Cetera Advisors
Colorado
$7.2M +$558K +5,063 +8%
Natixis Advisors
143
Natixis Advisors
Massachusetts
$7.18M +$3.38M +30,615 +89%
UCFA
144
United Capital Financial Advisors
Texas
$7.14M +$130K +1,182 +2%
MGWM
145
Marks Group Wealth Management
Minnesota
$7.12M +$5.97M +54,183 +519%
WA
146
Wealth Alliance
New York
$7.12M +$1.18M +10,699 +20%
Creative Planning
147
Creative Planning
Kansas
$7.01M +$184K +1,667 +3%
CB
148
Commerce Bank
Missouri
$6.86M -$757K -6,864 -10%
SWA
149
Stratos Wealth Advisors
Ohio
$6.8M +$1.39M +12,601 +26%
EL
150
EQ LLC
Washington
$6.77M +$14.9K +135 +0.2%
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