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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 %
DHFB
251
Dixon Hubard Feinour & Brown
Virginia
$1.03M +$24.5K +273 +2%
VAS
252
Vestmark Advisory Solutions
Massachusetts
$1.02M -$35.1K -391 -3%
LNC
253
Lincoln National Corp
Pennsylvania
$1.01M +$16.1K +179 +2%
IFWM
254
Institute for Wealth Management
Colorado
$992K -$6.38K -71 -0.6%
BCM
255
BTC Capital Management
Iowa
$991K – – –
PA
256
Pinnacle Associates
New York
$975K – – –
CI
257
Conning Inc
Connecticut
$944K – – –
RRC
258
Relaxing Retirement Coach
Massachusetts
$940K +$429K +4,770 +84%
SP
259
Successful Portfolios
Florida
$920K +$53.3K +593 +6%
HCA
260
Harbour Capital Advisors
Virginia
$901K -$20.7K -230 -2%
HIM
261
Hanlon Investment Management
New Jersey
$883K -$1.47M -16,300 -62%
APP
262
Avantax Planning Partners
Iowa
$873K – – –
CTC
263
Central Trust Company
Missouri
$867K +$537K +5,979 +163%
BCA
264
Biltmore Capital Advisors
New Jersey
$860K +$860K +9,571 New
CIA
265
Choate Investment Advisors
Massachusetts
$822K -$225K -2,500 -21%
RJT
266
Raymond James Trust
Florida
$810K +$341K +3,795 +73%
SWA
267
Stratos Wealth Advisors
Ohio
$799K +$269K +2,999 +51%
EK
268
Evensky & Katz
Florida
$798K -$5.49K -61 -0.7%
WAP
269
Wealthcare Advisory Partners
Pennsylvania
$787K +$787K +8,753 New
SAM
270
Strategy Asset Managers
California
$768K +$473K +5,259 +160%
Comerica Bank
271
Comerica Bank
Texas
$764K -$70.6K -777 -8%
IA
272
IFG Advisory
Georgia
$761K +$250K +2,785 +49%
RFN
273
RDA Financial Network
Iowa
$757K +$1.17K +13 +0.2%
KWM
274
Kingsview Wealth Management
Oregon
$753K +$10.4K +116 +1%
SFG
275
StrategIQ Financial Group
Indiana
$734K +$446K +4,961 +155%
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