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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 %
RSWM
151
Robertson Stephens Wealth Management
California
$6.03M +$931K +8,743 +18%
ECG
152
Edge Capital Group
Georgia
$5.95M +$603K +5,660 +11%
SXL
153
Summit X LLC
Missouri
$5.94M +$1.2M +11,267 +25%
BJL
154
Brighton Jones LLC
Washington
$5.91M -$38.5K -362 -0.6%
NL
155
NWAM LLC
Washington
$5.78M +$902K +8,468 +18%
TF
156
Trek Financial
Arizona
$5.75M +$2.07M +19,482 +56%
WA
157
Wealth Alliance
New York
$5.73M +$2.74M +25,703 +91%
AA
158
Advisory Alpha
Michigan
$5.65M +$1.97M +18,540 +54%
NHC
159
Nicholas Hoffman & Company
Georgia
$5.58M – – –
LA
160
LVW Advisors
New York
$5.56M +$47.3K +444 +0.9%
PFP
161
Pinnacle Financial Partners
Tennessee
$5.55M +$357K +3,353 +7%
WF
162
Williams Financial
Vermont
$5.24M +$1.49M +13,957 +40%
BSW
163
Buckingham Strategic Wealth
Missouri
$5.23M -$41.5K -390 -0.8%
SWA
164
Stratos Wealth Advisors
Ohio
$5.22M +$1.58M +14,820 +43%
Mercer Global Advisors
165
Mercer Global Advisors
Colorado
$5.18M +$583K +5,474 +13%
HA
166
HYA Advisors
Missouri
$5.15M +$4.91M +46,740 +2,052%
TCA
167
Transcend Capital Advisors
New Jersey
$5.11M +$1.06M +9,629 +26%
MIAN
168
Mariner Independent Advisor Network
Kansas
$5.08M +$581K +5,451 +13%
SPAS
169
Spectrum Planning & Advisory Services
California
$5.04M +$1.24M +11,675 +33%
NAG
170
Northstar Advisory Group
New Jersey
$5.04M +$5.04M +47,338 New
FF
171
Fluent Financial
Texas
$4.91M -$131K -1,227 -3%
DADC
172
D.A. Davidson & Co
Montana
$4.9M +$403K +3,785 +9%
SCA
173
Snowden Capital Advisors
New York
$4.86M +$1.14M +10,661 +31%
OWA
174
Outlook Wealth Advisors
Texas
$4.84M +$73.7K +692 +2%
SPC
175
Sigma Planning Corp
Michigan
$4.84M +$301K +2,827 +7%
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