EFG icon

iShares MSCI EAFE Growth ETF
EFG

Overview Fund Activity

361 hedge funds and large institutions have $3.46B invested in iShares MSCI EAFE Growth ETF in 2019 Q4 according to their latest regulatory filings, with 77 funds opening new positions, 112 increasing their positions, 96 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
361
Holders Change
+54
Holders Change %
+17.59%
% of All Funds
7.13%
Holding in Top 10
18
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+12.5%
% of All Funds
0.36%
New
77
Increased
112
Reduced
96
Closed
19
Calls
$458K
Puts
–
Net Calls
+$458K
Net Calls Change
+$458K

Top Buyers

1
Jones Financial Companies
Jones Financial Companies
Missouri
$643M
2
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$51.2M
3
Truist Financial
Truist Financial
North Carolina
$52.8M
4
Bank of America
Bank of America
North Carolina
$201M
5
IA
IndexIQ Advisors
New York
$10.5M

Top Sellers

1
M&T Bank
M&T Bank
New York
$0
2
PSUF
People's United Financial
Connecticut
$54.1M
3
Jane Street
Jane Street
New York
$9.13M
4
Fidelity Investments
Fidelity Investments
Massachusetts
$401M
5
TC
Trilogy Capital
California
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
QCM
276
Quest Capital Management
Texas
$209K -$5.71K -66 -3%
SWP
277
Stratos Wealth Partners
Ohio
$205K +$205K +2,369 New
CS
278
Comerica Securities
Michigan
$204K +$204K +2,357 New
SFS
279
Sowell Financial Services
Arkansas
$203K -$7.78K -90 -4%
LAS
280
Lloyd Advisory Services
Georgia
$171K +$171K +1,976 New
VFA
281
Valeo Financial Advisors
Indiana
$150K +$17.3K +200 +13%
OPS
282
Orion Portfolio Solutions
Nebraska
$145K +$145K +1,681 New
BAMG
283
Brand Asset Management Group
Missouri
$142K – – –
QAM
284
QCI Asset Management
New York
$138K – – –
MPCG
285
Matrix Private Capital Group
New York
$133K +$133K +1,533 New
BFEC
286
Benjamin F. Edwards & Company
Missouri
$127K +$127K +1,470 New
MFT
287
Moisand Fitzgerald Tamayo
Florida
$104K – – –
VNA
288
Valley National Advisers
Pennsylvania
$102K – – –
M
289
MOTCO
Texas
$102K – – –
MPWT
290
MassMutual Private Wealth & Trust
Connecticut
$100K +$48.8K +562 +95%
WB
291
Webster Bank
Connecticut
$98K – – –
EP
292
Eudaimonia Partners
Tennessee
$88K +$88K +1,012 New
BCWM
293
Bartlett & Co Wealth Management
Ohio
$86.7K – – –
FGAM
294
Financial Gravity Asset Management
Texas
$86K +$67.6K +11 +367%
RMAM
295
Raab & Moskowitz Asset Management
New Jersey
$86K +$86K +1,000 New
LIA
296
LS Investment Advisors
Michigan
$78K – – –
RFM
297
Royal Fund Management
Florida
$78K – – –
WT
298
Whittier Trust
California
$78K +$78K +900 New
FHA
299
First Horizon Advisors
Tennessee
$76K +$29.9K +348 +65%
FCA
300
FinTrust Capital Advisors
South Carolina
$76K +$76K +882 New
10 11
12
13 14