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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 %
LA
176
LVW Advisors
New York
$5.98M +$212K +1,924 +4%
STA
177
Summit Trail Advisors
New York
$5.97M +$5.15M +46,630 +631%
PFP
178
Pinnacle Financial Partners
Tennessee
$5.81M +$68.3K +619 +1%
NHC
179
Nicholas Hoffman & Company
Georgia
$5.78M +$1.65K +15 +0%
CCFM
180
Clear Creek Financial Management
Washington
$5.76M -$811K -7,356 -12%
CFA
181
Cahill Financial Advisors
Minnesota
$5.71M +$2.02M +18,340 +55%
WP
182
WealthPLAN Partners
Nebraska
$5.61M -$244K -2,443 -4%
Mercer Global Advisors
183
Mercer Global Advisors
Colorado
$5.51M +$148K +1,338 +3%
SPAS
184
Spectrum Planning & Advisory Services
California
$5.5M +$284K +2,571 +5%
BHWM
185
Bay Harbor Wealth Management
Maryland
$5.5M -$382K -3,856 -6%
SCA
186
Snowden Capital Advisors
New York
$5.43M +$400K +3,626 +8%
BSW
187
Buckingham Strategic Wealth
Missouri
$5.42M -$221 -2 -0%
RIA
188
Regal Investment Advisors
Michigan
$5.38M +$641K +5,814 +14%
GP
189
Girard Partners
Pennsylvania
$5.37M +$362K +3,279 +7%
CWA
190
Clearview Wealth Advisors
Oregon
$5.37M +$461K +4,177 +9%
SPC
191
Sigma Planning Corp
Michigan
$5.33M +$315K +2,854 +6%
TWM
192
Tradition Wealth Management
Minnesota
$5.27M +$530K +4,809 +11%
FNT
193
First National Trust
Pennsylvania
$5.15M +$720K +6,527 +16%
CSPAM
194
Cary Street Partners Asset Management
Virginia
$5.07M +$5.07M +45,950 New
TCA
195
Transcend Capital Advisors
New Jersey
$5.05M -$54.9K -498 -1%
AA
196
Advisory Alpha
Michigan
$5.02M -$829K -7,519 -14%
DADC
197
D.A. Davidson & Co
Montana
$4.94M -$131K -1,188 -3%
CCM
198
Condor Capital Management
New Jersey
$4.92M +$111K +1,002 +2%
FF
199
Fluent Financial
Texas
$4.89M -$197K -1,785 -4%
SWM
200
SigFig Wealth Management
California
$4.72M +$830K +7,710 +21%
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