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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
+$670M
2
LPL Financial
LPL Financial
California
+$165M
3
BlackRock
BlackRock
New York
+$125M
4
Morgan Stanley
Morgan Stanley
New York
+$83.4M
5
Bank of America
Bank of America
North Carolina
+$76.9M

Top Sellers

1
KFS
Kelly Financial Services
Massachusetts
-$52.9M
2
RIG
RiverFront Investment Group
Virginia
-$51.2M
3
Citadel Advisors
Citadel Advisors
Florida
-$50.2M
4
TAIM
TD Ameritrade Investment Management
Nebraska
-$8.57M
5
KIM
Karpus Investment Management
New York
-$8.56M
Name Holding Trade Value Shares
Change 		Shares
Change %
GP
176
Girard Partners
Pennsylvania
$4.84M -$103K -971 -2%
CWA
177
Clearview Wealth Advisors
Oregon
$4.74M +$1.29M +12,086 +37%
CCM
178
Condor Capital Management
New Jersey
$4.65M +$10.1K +95 +0.2%
TWM
179
Tradition Wealth Management
Minnesota
$4.58M +$1.21M +11,336 +36%
RIA
180
Regal Investment Advisors
Michigan
$4.58M +$1.09M +10,219 +31%
HI
181
Harbour Investments
Wisconsin
$4.46M +$1.95M +18,324 +78%
AAS
182
Avantax Advisory Services
Texas
$4.33M +$1.69M +15,875 +64%
MPW
183
MA Private Wealth
California
$4.29M – – –
FNT
184
First National Trust
Pennsylvania
$4.27M +$494K +4,637 +13%
HNB
185
Huntington National Bank
Ohio
$4.21M -$106K -480 -2%
OFG
186
Omega Financial Group
California
$4.15M -$26.4K -248 -0.6%
OCM
187
One Capital Management
California
$4.1M -$260K -2,445 -6%
CAPTRUST Financial Advisors
188
CAPTRUST Financial Advisors
North Carolina
$4.06M +$241K +2,268 +6%
PWM
189
Perigon Wealth Management
California
$4.03M +$1.1M +10,349 +38%
NP
190
NorthRock Partners
Minnesota
$3.99M – – –
AIC
191
Ameritas Investment Company
Nebraska
$3.97M +$3.76M +35,322 +1,812%
CA
192
Calton & Associates
Florida
$3.87M +$3.87M +36,309 New
SWM
193
SigFig Wealth Management
California
$3.84M +$1.39M +13,050 +57%
GSWM
194
Golden State Wealth Management
California
$3.82M +$67.9K +638 +2%
FHA
195
First Horizon Advisors
Tennessee
$3.76M +$1.09M +10,265 +41%
KWM
196
Keebeck Wealth Management
Illinois
$3.72M +$114K +1,074 +3%
GT
197
Glenmede Trust
Pennsylvania
$3.69M +$61.8K +581 +2%
BWL
198
Bogart Wealth LLC
Virginia
$3.69M +$106 +1 +0%
MCIA
199
Mountain Capital Investment Advisors
Colorado
$3.68M -$1.9M -17,992 -34%
Natixis Advisors
200
Natixis Advisors
Massachusetts
$3.67M +$158K +1,481 +4%
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