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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 %
OWA
276
One Wealth Advisors
California
$1.39M +$1.39M +13,784 New
Lido Advisors
277
Lido Advisors
California
$1.39M +$1.39M +13,744 New
PAM
278
Palisade Asset Management
Minnesota
$1.39M – – –
CFO
279
Collective Family Office
Pennsylvania
$1.36M +$1.36M +13,450 New
LFAS
280
Level Four Advisory Services
Texas
$1.35M -$287K -2,844 -18%
A
281
AdvicePeriod
California
$1.34M -$608K -6,026 -31%
PP
282
Palladium Partners
Virginia
$1.33M -$30.8K -305 -2%
VC
283
Veracity Capital
Georgia
$1.32M -$278K -2,754 -17%
FFA
284
Fragasso Financial Advisors
Pennsylvania
$1.28M +$28.9K +286 +2%
BRC
285
BHF RG Capital
Arizona
$1.26M +$22.4K +223 +2%
OPWM
286
Oxinas Partners Wealth Management
Indiana
$1.26M +$1.26M +12,440 New
NFG
287
NewFocus Financial Group
Washington
$1.24M -$60K -594 -5%
CDH
288
Charles D. Hyman
$1.24M -$40.7K -558 -3%
VWM
289
Vigilare Wealth Management
Arizona
$1.23M -$15.4K -153 -1%
VAS
290
Vestmark Advisory Solutions
Massachusetts
$1.23M +$85.3K +845 +7%
BFEC
291
Benjamin F. Edwards & Company
Missouri
$1.23M +$1.13M +11,155 +1,123%
CA
292
CGN Advisors
Kansas
$1.2M +$1.2M +11,929 New
BC
293
Burleson & Co
California
$1.19M -$140K -1,387 -11%
SIA
294
Stegner Investment Associates
Kentucky
$1.18M -$10.9K -108 -0.9%
TPWA
295
TRUE Private Wealth Advisors
Oregon
$1.17M -$928K -9,195 -44%
PA
296
PFG Advisors
Arizona
$1.17M +$552K +5,473 +89%
Fiera Capital (Canada)
297
Fiera Capital (Canada)
Quebec, Canada
$1.16M -$425K -4,215 -27%
WWM
298
Western Wealth Management
Colorado
$1.12M -$708K -7,018 -39%
BCM
299
BTC Capital Management
Iowa
$1.11M – – –
Franklin Resources
300
Franklin Resources
California
$1.1M -$60.6K -600 -5%
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