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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 %
MBT
276
Montecito Bank & Trust
California
$722K -$113K -1,259 -14%
GMA
277
Goldstein Munger & Associates
California
$712K – – –
NFG
278
Next Financial Group
Texas
$711K +$192K +2,136 +37%
IWS
279
Insight Wealth Strategies
California
$707K +$707K +7,871 New
KM
280
Kalos Management
Georgia
$695K +$38.6K +410 +6%
MFG
281
Magnus Financial Group
New York
$676K +$123K +1,373 +22%
JWCA
282
J.W. Cole Advisors
Florida
$672K -$462K -5,139 -41%
WS
283
Wedbush Securities
California
$659K -$2.88K -32 -0.4%
V
284
Veritable
Delaware
$653K -$51.2K -570 -7%
AA
285
Argent Advisors
Louisiana
$643K -$988 -11 -0.2%
AF
286
Alerus Financial
North Dakota
$635K – – –
SCM
287
SOL Capital Management
Maryland
$603K – – –
VAG
288
VisionPoint Advisory Group
Texas
$586K +$2.52K +28 +0.4%
GPA
289
Guidance Point Advisors
Massachusetts
$581K +$103K +1,150 +22%
LWCFA
290
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$575K +$575K +6,393 New
KA
291
Kovack Advisors
Florida
$566K +$44.5K +495 +9%
MWC
292
MKD Wealth Coaches
Michigan
$558K +$558K +6,204 New
PA
293
PFG Advisors
Arizona
$557K +$557K +6,151 New
Principal Financial Group
294
Principal Financial Group
Iowa
$554K +$18.5K +206 +3%
UAS
295
United Asset Strategies
New York
$553K -$402K -4,475 -42%
SWM
296
SVA Wealth Management
Wisconsin
$550K – – –
AIA
297
Arcadia Investment Advisors
Idaho
$541K – – –
SBH
298
Segall Bryant & Hamill
Illinois
$540K +$128K +1,424 +31%
GCM
299
Gables Capital Management
Florida
$537K -$14.8K -165 -3%
DAS
300
Dynamic Advisor Solutions
Arizona
$526K +$526K +5,848 New
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12
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