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iShares MSCI EAFE Growth ETF
EFG

Overview Fund Activity

484 hedge funds and large institutions have $7.35B invested in iShares MSCI EAFE Growth ETF in 2020 Q3 according to their latest regulatory filings, with 65 funds opening new positions, 191 increasing their positions, 145 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
484
Holders Change
+40
Holders Change %
+9.01%
% of All Funds
9.79%
Holding in Top 10
40
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+17.65%
% of All Funds
0.81%
New
65
Increased
191
Reduced
145
Closed
18
Calls
$413K
Puts
$8.5M
Net Calls
-$8.09M
Net Calls Change
-$7.92M

Top Buyers

1
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$132M
2
Bank of America
Bank of America
North Carolina
+$52.2M
3
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans
Minnesota
+$36.9M
4
IDA
Intelligence Driven Advisers
California
+$33.1M
5
5L
55I LLC
Massachusetts
+$30.1M

Top Sellers

1
Jones Financial Companies
Jones Financial Companies
Missouri
-$25.9M
2
PNC Financial Services Group
PNC Financial Services Group
Pennsylvania
-$22.4M
3
AWM
AE Wealth Management
Kansas
-$15.5M
4
SS
Simplicity Solutions
Minnesota
-$14M
5
TIA
Traphagen Investment Advisors
New Jersey
-$8.74M
Name Holding Trade Value Shares
Change 		Shares
Change %
AWE
226
Avidian Wealth Enterprises
Texas
$1.33M +$236K +2,631 +22%
PFGIA
227
Patriot Financial Group Insurance Agency
Massachusetts
$1.33M +$324K +3,607 +32%
TNBTD
228
Trustmark National Bank Trust Department
Mississippi
$1.31M – – –
MWM
229
Mission Wealth Management
California
$1.31M +$908K +10,103 +228%
Brown Advisory
230
Brown Advisory
Maryland
$1.3M +$90.1K +1,002 +7%
SAM
231
Sequent Asset Management
Texas
$1.26M – – –
OFG
232
OmniStar Financial Group
North Carolina
$1.25M +$56.1K +624 +5%
SWM
233
SigFig Wealth Management
California
$1.24M +$482K +5,332 +64%
BC
234
Burleson & Co
California
$1.23M -$166K -1,778 -12%
PAM
235
Palisade Asset Management
Minnesota
$1.23M – – –
Cetera Investment Advisers
236
Cetera Investment Advisers
Illinois
$1.23M +$697K +7,757 +132%
PP
237
Palladium Partners
Virginia
$1.21M -$18.8K -209 -2%
WFM
238
Wolff Financial Management
Michigan
$1.2M +$43K +478 +4%
BAM
239
Belpointe Asset Management
Nevada
$1.17M -$27.8K -309 -2%
NFG
240
NewFocus Financial Group
Washington
$1.16M -$98.9K -1,100 -8%
MA
241
Mutual Advisors
Nebraska
$1.13M +$208K +2,315 +23%
FAIM
242
Financial Advocates Investment Management
Washington
$1.13M -$99K -1,101 -8%
CDH
243
Charles D. Hyman
$1.12M – – –
FFA
244
Fragasso Financial Advisors
Pennsylvania
$1.12M – – –
VWM
245
Vigilare Wealth Management
Arizona
$1.11M -$18.3K -204 -2%
BRC
246
BHF RG Capital
Arizona
$1.1M +$414K +4,635 +60%
MIAN
247
Mariner Independent Advisor Network
Kansas
$1.1M -$205K -2,284 -16%
CSPIA
248
Cary Street Partners Investment Advisory
Virginia
$1.07M +$260K +2,897 +32%
SIA
249
Stegner Investment Associates
Kentucky
$1.06M +$1.06M +11,788 New
Franklin Resources
250
Franklin Resources
California
$1.04M +$53.9K +600 +5%
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