EFG icon

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 %
PAG
201
Private Advisor Group
New Jersey
$4.7M -$3.41M -30,898 -42%
AAS
202
Ameritas Advisory Services
Nebraska
$4.67M +$4.67M +42,340 New
PWM
203
Perigon Wealth Management
California
$4.67M +$489K +4,432 +12%
TPCW
204
TD Private Client Wealth
New York
$4.58M +$2.24M +20,351 +96%
FHA
205
First Horizon Advisors
Tennessee
$4.54M +$647K +5,868 +17%
OPS
206
Orion Portfolio Solutions
Nebraska
$4.49M +$721K +6,541 +19%
MPW
207
MA Private Wealth
California
$4.47M +$21.3K +193 +0.5%
OFG
208
Omega Financial Group
California
$4.32M +$20.6K +187 +0.5%
GSWM
209
Golden State Wealth Management
California
$4.23M +$274K +2,487 +7%
GT
210
Glenmede Trust
Pennsylvania
$4.2M +$372K +3,373 +10%
HNB
211
Huntington National Bank
Ohio
$4.19M -$4.21M -19,064 Closed
NP
212
NorthRock Partners
Minnesota
$4.14M +$5.96K +54 +0.1%
OCM
213
One Capital Management
California
$4.12M -$136K -1,236 -3%
HI
214
Harbour Investments
Wisconsin
$4.06M -$553K -5,013 -12%
AWM
215
Apollon Wealth Management
South Carolina
$3.95M +$3.95M +35,799 New
DI
216
Disciplined Investments
Oklahoma
$3.94M +$161K +1,461 +4%
KWM
217
Keebeck Wealth Management
Illinois
$3.93M +$76.8K +696 +2%
CC
218
Cassaday & Co
Virginia
$3.93M +$503K +4,557 +15%
Neuberger Berman Group
219
Neuberger Berman Group
New York
$3.84M +$3.84M +34,820 New
BWL
220
Bogart Wealth LLC
Virginia
$3.82M +$662 +6 +0%
SWA
221
SOA Wealth Advisors
New York
$3.74M -$22.7K -206 -0.6%
BWM
222
BlackDiamond Wealth Management
New York
$3.71M +$3.71M +33,590 New
PWMG
223
Provence Wealth Management Group
California
$3.65M +$3.65M +33,122 New
AWE
224
Avidian Wealth Enterprises
Texas
$3.63M +$2.22M +20,095 +157%
KWS
225
Keystone Wealth Services
California
$3.63M +$3.63M +32,888 New
7 8
9
10 11