EFG icon

iShares MSCI EAFE Growth ETF
EFG

Overview Fund Activity

579 hedge funds and large institutions have $8.55B invested in iShares MSCI EAFE Growth ETF in 2020 Q4 according to their latest regulatory filings, with 128 funds opening new positions, 214 increasing their positions, 154 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
579
Holders Change
+95
Holders Change %
+19.63%
% of All Funds
10.27%
Holding in Top 10
53
Holding in Top 10 Change
+13
Holding in Top 10 Change %
+32.5%
% of All Funds
0.94%
New
128
Increased
214
Reduced
154
Closed
26
Calls
$262K
Puts
$838K
Net Calls
-$576K
Net Calls Change
+$7.51M

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
+$132M
2
Citadel Advisors
Citadel Advisors
Florida
+$29.5M
3
Bank of America
Bank of America
North Carolina
+$29.4M
4
FSWA
Financial Synergies Wealth Advisors
Texas
+$20M
5
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$15.9M

Top Sellers

1
Truist Financial
Truist Financial
North Carolina
-$40.4M
2
Jones Financial Companies
Jones Financial Companies
Missouri
-$24.5M
3
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT)
United Kingdom
-$22.1M
4
RIG
RiverFront Investment Group
Virginia
-$8.6M
5
CI Investments Inc
CI Investments Inc
Ontario, Canada
-$8.48M
Name Holding Trade Value Shares
Change 		Shares
Change %
TNB
226
TCF National Bank
South Dakota
$2.29M +$70K +694 +3%
WA
227
Wambolt & Associates
Colorado
$2.25M +$252K +2,494 +13%
TPCW
228
TD Private Client Wealth
New York
$2.21M +$13.5K +134 +0.6%
HNB
229
Huntington National Bank
Ohio
$2.18M -$1.85M – –
Kayne Anderson Rudnick Investment Management
230
Kayne Anderson Rudnick Investment Management
California
$2.08M +$1.94M +19,169 +1,402%
KOMWMG
231
Kerntke Otto McGlone Wealth Management Group
Wisconsin
$2.07M +$339K +3,356 +20%
KFI
232
Key Financial Inc
Pennsylvania
$2.06M +$21.7K +215 +1%
CF
233
Centaurus Financial
California
$2.05M +$517K +5,122 +34%
HFA
234
HC Financial Advisors
California
$2.04M -$67.8K -672 -3%
CTC
235
Central Trust Company
Missouri
$2.02M +$1.04M +10,330 +107%
LWP
236
Legacy Wealth Planning
Nevada
$2M +$49.7K +493 +3%
CWM
237
Cornerstone Wealth Management
Missouri
$1.99M -$397K -3,936 -17%
SFA
238
Seneca Financial Advisors
New York
$1.99M +$1.99M +19,705 New
EWM
239
Empirical Wealth Management
Washington
$1.98M +$1.44M +14,239 +263%
FA
240
FDx Advisors
Illinois
$1.97M +$1.97M +19,474 New
CCMG
241
Clark Capital Management Group
Pennsylvania
$1.96M -$3.21M -31,824 -62%
FPF
242
First Pacific Financial
Washington
$1.95M -$1.11K -11 -0.1%
MA
243
Mutual Advisors
Nebraska
$1.94M +$673K +6,672 +53%
BTWM
244
Baker Tilly Wealth Management
Wisconsin
$1.92M +$1.92M +19,015 New
RC
245
Rinet Company
Massachusetts
$1.87M +$807 +8 +0%
PPP
246
Private Portfolio Partners
New Jersey
$1.85M -$235K -2,325 -11%
AF
247
Affiance Financial
Minnesota
$1.84M -$136K -1,347 -7%
MWM
248
Mission Wealth Management
California
$1.82M +$356K +3,525 +24%
SWA
249
Stratos Wealth Advisors
Ohio
$1.79M +$888K +8,801 +99%
FTUS
250
Flow Traders U.S.
New York
$1.78M +$1.78M +17,609 New
8 9
10
11 12