EFG icon

iShares MSCI EAFE Growth ETF

611 hedge funds and large institutions have $8.08B invested in iShares MSCI EAFE Growth ETF in 2021 Q1 according to their latest regulatory filings, with 78 funds opening new positions, 192 increasing their positions, 229 reducing their positions, and 38 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
611
Holders Change
+32
Holders Change %
+5.53%
% of All Funds
10.76%
Holding in Top 10
49
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-7.55%
% of All Funds
0.86%
New
78
Increased
192
Reduced
229
Closed
38
Calls
Puts
$492K
Net Calls
-$492K
Net Calls Change
+$84K
Name Holding Trade Value Shares
Change
Shares
Change %
NFG
201
Next Financial Group
Texas
$2.97M +$113K +1,129 +4%
GWMIA
202
Global Wealth Management Investment Advisory
Florida
$2.9M -$16.6K -165 -0.6%
GVAG
203
Great Valley Advisor Group
Delaware
$2.88M -$366K -3,645 -11%
CTC
204
Central Trust Company
Missouri
$2.86M +$857K +8,532 +43%
LFA
205
Lighthouse Financial Advisors
Maryland
$2.85M +$328K +3,262 +13%
KFI
206
Key Financial Inc
Pennsylvania
$2.82M +$767K +7,636 +37%
WAM
207
WNY Asset Management
New York
$2.81M +$2.81M +27,927 New
ASN
208
Advisory Services Network
Georgia
$2.78M -$785K -7,810 -22%
PG
209
Patten Group
Tennessee
$2.78M +$17.1K +170 +0.6%
KWM
210
Keebeck Wealth Management
Illinois
$2.71M +$962K +9,579 +55%
TC
211
TAP Consulting
Missouri
$2.7M -$438K -4,362 -14%
VWM
212
Venturi Wealth Management
Texas
$2.66M -$3.02M -30,078 -53%
CIC
213
Carnegie Investment Counsel
Ohio
$2.66M -$11.3K -112 -0.4%
PWM
214
Perigon Wealth Management
California
$2.63M +$909K +9,048 +53%
SFA
215
Source Financial Advisors
New York
$2.59M -$879K -8,750 -25%
CFS
216
Cannon Financial Strategists
Georgia
$2.57M -$20.7K -206 -0.8%
MYIA
217
Mount Yale Investment Advisors
Colorado
$2.55M -$52.3K -521 -2%
MA
218
Mutual Advisors
Nebraska
$2.51M +$571K +5,681 +29%
DHFB
219
Dixon Hubard Feinour & Brown
Virginia
$2.48M +$1.38M +14,448 +127%
WA
220
Wambolt & Associates
Colorado
$2.46M +$184K +1,800 +8%
VWA
221
Visionary Wealth Advisors
Illinois
$2.45M +$846K +8,415 +53%
EWM
222
Empirical Wealth Management
Washington
$2.45M +$472K +4,696 +24%
WI
223
Wintrust Investments
Illinois
$2.42M +$2.42M +24,097 New
VA
224
Valmark Advisers
Ohio
$2.39M -$73.7K -734 -3%
MIM
225
Macroview Investment Management
Maryland
$2.37M +$23.9K +238 +1%