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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 %
FMTC
251
Farmers & Merchants Trust Company
California
$1.76M – – –
KWM
252
Keebeck Wealth Management
Illinois
$1.75M +$1.75M +17,362 New
PCG
253
Private Capital Group
Connecticut
$1.74M +$151K +1,493 +9%
PWM
254
Perigon Wealth Management
California
$1.73M +$1.31M +13,025 +317%
Neuberger Berman Group
255
Neuberger Berman Group
New York
$1.71M +$1.71M +16,991 New
T. Rowe Price Associates
256
T. Rowe Price Associates
Maryland
$1.7M +$1.7M +16,802 New
SWM
257
SigFig Wealth Management
California
$1.67M +$284K +2,818 +21%
BAM
258
Belpointe Asset Management
Nevada
$1.63M +$314K +3,113 +24%
JIR
259
James Investment Research
Ohio
$1.62M +$61.1K +606 +4%
VWA
260
Visionary Wealth Advisors
Illinois
$1.62M +$69.7K +691 +5%
AAM
261
Autus Asset Management
Arizona
$1.61M -$3.03K -30 -0.2%
PFGIA
262
Patriot Financial Group Insurance Agency
Massachusetts
$1.6M +$108K +1,069 +7%
DY
263
Dowling & Yahnke
California
$1.58M -$285K -2,825 -15%
GWM
264
Geneos Wealth Management
Colorado
$1.54M -$380 -4 -0%
WIA
265
World Investment Advisors
California
$1.53M +$1.04M +9,908 +212%
CSPIA
266
Cary Street Partners Investment Advisory
Virginia
$1.5M +$299K +2,965 +25%
Brown Advisory
267
Brown Advisory
Maryland
$1.47M +$9.79K +97 +0.7%
SFG
268
StrategIQ Financial Group
Indiana
$1.47M +$648K +6,421 +79%
TNBTD
269
Trustmark National Bank Trust Department
Mississippi
$1.47M – – –
EP
270
Eudaimonia Partners
Tennessee
$1.45M +$913K +9,047 +170%
IWS
271
Insight Wealth Strategies
California
$1.43M +$638K +6,324 +80%
JWCA
272
J.W. Cole Advisors
Florida
$1.43M +$677K +6,710 +90%
AWE
273
Avidian Wealth Enterprises
Texas
$1.4M -$99.7K -988 -7%
WFM
274
Wolff Financial Management
Michigan
$1.4M +$44.4K +440 +3%
OFG
275
OmniStar Financial Group
North Carolina
$1.39M -$12.1K -120 -0.9%
9 10
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