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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
+$220M
2
Bank of America
Bank of America
North Carolina
+$92.6M
3
LPL Financial
LPL Financial
California
+$54.1M
4
Morgan Stanley
Morgan Stanley
New York
+$51.4M
5
CG
Colony Group
Massachusetts
+$37.6M

Top Sellers

1
MOACM
Mutual of America Capital Management
New York
-$80.4M
2
CFG
Cooper Financial Group
California
-$18.8M
3
PSUF
People's United Financial
Connecticut
-$17.9M
4
FTUS
Flow Traders U.S.
New York
-$12.1M
5
LWM
Liberty Wealth Management
California
-$11M
Name Holding Trade Value Shares
Change 		Shares
Change %
APA
151
American Portfolios Advisors
New York
$6.77M -$257K -2,329 -4%
AF
152
Advisornet Financial
Minnesota
$6.74M +$212K +1,926 +3%
Rockefeller Capital Management
153
Rockefeller Capital Management
New York
$6.73M +$5.62M +50,948 +506%
NFG
154
Next Financial Group
Texas
$6.7M +$3.18M +28,819 +90%
NL
155
NWAM LLC
Washington
$6.69M +$706K +6,398 +12%
SA
156
Scarborough Advisors
Maryland
$6.69M +$6.69M +60,666 New
SFS
157
Security Financial Services
Indiana
$6.6M +$6.6M +59,869 New
JRP
158
Jasper Ridge Partners
California
$6.55M – – –
BFA
159
BMS Financial Advisors
South Dakota
$6.52M +$6.52M +59,108 New
WFPG
160
Waller Financial Planning Group
Ohio
$6.5M -$538K -4,881 -8%
AAS
161
Avantax Advisory Services
Texas
$6.5M +$2.02M +18,336 +45%
CCA
162
Checchi Capital Advisers
California
$6.45M -$151K -1,371 -2%
RSWM
163
Robertson Stephens Wealth Management
California
$6.41M +$160K +1,445 +3%
SXL
164
Summit X LLC
Missouri
$6.32M +$161K +1,458 +3%
MCM
165
MV Capital Management
Maryland
$6.28M -$208K -1,887 -3%
AR
166
Apeiron RIA
Texas
$6.26M +$6.26M +56,729 New
I
167
INVST
Indiana
$6.23M +$102K +1,070 +2%
SAM
168
Silverhawk Asset Management
Arizona
$6.22M +$6.22M +56,379 New
TF
169
Trek Financial
Arizona
$6.21M +$254K +2,306 +4%
ECG
170
Edge Capital Group
Georgia
$6.16M +$331 +3 +0%
BJL
171
Brighton Jones LLC
Washington
$6.12M -$8.27K -75 -0.1%
RA
172
RFG Advisory
Alabama
$6.09M -$2.03M -18,385 -25%
WF
173
Williams Financial
Vermont
$6.06M +$632K +5,732 +12%
MIAN
174
Mariner Independent Advisor Network
Kansas
$6.03M +$765K +6,935 +15%
FWP
175
Firethorn Wealth Partners
Georgia
$6.02M +$6.02M +54,601 New
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