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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 %
HSBC Holdings
201
HSBC Holdings
United Kingdom
$3.67M -$50.9K -478 -1%
DI
202
Disciplined Investments
Oklahoma
$3.65M +$69.4K +652 +2%
OPS
203
Orion Portfolio Solutions
Nebraska
$3.64M +$2.75M +25,855 +311%
SWA
204
SOA Wealth Advisors
New York
$3.63M -$163K -1,535 -4%
MAFM
205
Mid Atlantic Financial Management
Pennsylvania
$3.59M +$806K +7,566 +29%
MYIA
206
Mount Yale Investment Advisors
Colorado
$3.58M +$900K +8,454 +34%
CFA
207
Cahill Financial Advisors
Minnesota
$3.56M +$2.54M +23,813 +249%
SFG
208
Snider Financial Group
Washington
$3.5M +$201K +1,807 +6%
KFI
209
Key Financial Inc
Pennsylvania
$3.45M +$342K +3,210 +11%
MBTD
210
Mechanics Bank - Trust Department
California
$3.45M +$486K +4,565 +16%
GVAG
211
Great Valley Advisor Group
Delaware
$3.42M -$110K -1,029 -3%
W
212
Wealthquest
Ohio
$3.4M +$334K +3,140 +11%
NFG
213
Next Financial Group
Texas
$3.4M +$514K +4,827 +18%
CC
214
Cassaday & Co
Virginia
$3.31M – – –
MHR
215
Matthew Hamilton Rosenberg
$3.3M +$3.3M +30,960 New
FT
216
Fiduciary Trust
Massachusetts
$3.22M -$233K -2,187 -7%
VWM
217
Venturi Wealth Management
Texas
$3.14M +$700K +6,576 +29%
PFBT
218
Parkside Financial Bank & Trust
Missouri
$3.09M -$254K -2,387 -8%
CAM
219
Concorde Asset Management
Michigan
$3.08M +$761K +7,144 +33%
GWMIA
220
Global Wealth Management Investment Advisory
Florida
$3.06M -$32.6K -306 -1%
CC
221
Copperleaf Capital
North Carolina
$2.99M +$1.09M +10,275 +58%
PG
222
Patten Group
Tennessee
$2.96M +$26.6K +250 +0.9%
EWM
223
Empirical Wealth Management
Washington
$2.94M +$179K +1,684 +6%
MCWS
224
McKinley Carter Wealth Services
West Virginia
$2.94M -$70.9K -666 -2%
AWA
225
Arete Wealth Advisors
Illinois
$2.87M +$235K +2,206 +9%
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