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iShares MSCI EAFE Growth ETF
EFG

Overview Fund Activity

613 hedge funds and large institutions have $8.84B invested in iShares MSCI EAFE Growth ETF in 2021 Q2 according to their latest regulatory filings, with 44 funds opening new positions, 267 increasing their positions, 202 reducing their positions, and 36 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
613
Holders Change
+2
Holders Change %
+0.33%
% of All Funds
10.7%
Holding in Top 10
54
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+10.2%
% of All Funds
0.94%
New
44
Increased
267
Reduced
202
Closed
36
Calls
$204K
Puts
$772K
Net Calls
-$568K
Net Calls Change
-$76K

Top Buyers

1
Envestnet Asset Management
Envestnet Asset Management
Illinois
$1.65B
2
Bank of Montreal
Bank of Montreal
Ontario, Canada
$38.4M
3
Morgan Stanley
Morgan Stanley
New York
$407M
4
Citadel Advisors
Citadel Advisors
Florida
$50.2M
5
5L
55I LLC
Massachusetts
$97.8M

Top Sellers

1
Jane Street
Jane Street
New York
$648K
2
OMC
Old Mission Capital
Illinois
$0
3
BlackRock
BlackRock
New York
$314M
4
Susquehanna International Group
Susquehanna International Group
Pennsylvania
$0
5
SFBLI
Southern Farm Bureau Life Insurance
Mississippi
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
CA
151
Cetera Advisors
Colorado
$5.12M +$590K +5,502 +13%
FF
152
Fluent Financial
Texas
$5.08M -$466K -4,341 -8%
GP
153
Girard Partners
Pennsylvania
$4.98M +$131K +1,224 +3%
NL
154
NWAM LLC
Washington
$4.92M -$733K -6,828 -13%
CSPAM
155
Cary Street Partners Asset Management
Virginia
$4.91M +$9.87K +92 +0.2%
OWA
156
Outlook Wealth Advisors
Texas
$4.8M -$1.28M -11,962 -21%
SXL
157
Summit X LLC
Missouri
$4.78M -$188K -1,752 -4%
LOAMU
158
Lombard Odier Asset Management (USA)
New York
$4.71M +$4.71M +43,900 New
KFS
159
Kelly Financial Services
Massachusetts
$4.7M +$4.65M +499,160 +10,716%
BHWM
160
Bay Harbor Wealth Management
Maryland
$4.68M +$232K +2,167 +5%
CCM
161
Condor Capital Management
New Jersey
$4.67M -$418K -3,894 -8%
Mercer Global Advisors
162
Mercer Global Advisors
Colorado
$4.63M +$277K +2,581 +6%
SPC
163
Sigma Planning Corp
Michigan
$4.57M -$220K -2,046 -5%
MIAN
164
Mariner Independent Advisor Network
Kansas
$4.53M +$612K +5,704 +16%
DADC
165
D.A. Davidson & Co
Montana
$4.53M +$378K +3,519 +9%
MWP
166
Meridian Wealth Partners
Pennsylvania
$4.52M -$41.1K -383 -0.9%
OCM
167
One Capital Management
California
$4.4M -$215K -2,006 -5%
FWP
168
Firethorn Wealth Partners
Georgia
$4.39M +$85.3K +795 +2%
MPW
169
MA Private Wealth
California
$4.33M +$14.9K +139 +0.3%
OFG
170
Omega Financial Group
California
$4.21M +$190K +1,774 +5%
HNB
171
Huntington National Bank
Ohio
$4.16M +$4.16M +19,544 New
NP
172
NorthRock Partners
Minnesota
$4.02M -$1M -9,360 -20%
TCA
173
Transcend Capital Advisors
New Jersey
$3.94M +$240K +2,231 +6%
CAPTRUST Financial Advisors
174
CAPTRUST Financial Advisors
North Carolina
$3.85M -$469K -4,367 -11%
SWA
175
SOA Wealth Advisors
New York
$3.83M -$258K -2,404 -6%
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