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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 %
RCAG
301
Rehmann Capital Advisory Group
Michigan
$525K +$52.8K +587 +11%
WCF
302
West Coast Financial
California
$520K – – –
MC
303
Middleton & Co
Massachusetts
$518K – – –
CL
304
CPWM LLC
Washington
$516K – – –
BHIA
305
Birch Hill Investment Advisors
Massachusetts
$512K – – –
EWM
306
Empirical Wealth Management
Washington
$486K +$486K +5,409 New
OC
307
Oppenheimer & Co
New York
$480K +$809 +9 +0.2%
GSWM
308
Golden State Wealth Management
California
$480K +$480K +5,336 New
EP
309
Eudaimonia Partners
Tennessee
$478K -$72K -801 -13%
CAL
310
Capital Analysts LLC
Pennsylvania
$477K -$153K -1,706 -24%
CFG
311
Citizens Financial Group
Rhode Island
$458K – – –
ABC
312
Associated Banc-Corp
Wisconsin
$436K +$5.12K +57 +1%
APC
313
Aspire Private Capital
North Carolina
$435K +$19.5K +217 +5%
TAM
314
Tocqueville Asset Management
New York
$429K -$56.2K -625 -12%
IWM
315
IHT Wealth Management
Illinois
$425K +$69.1K +768 +19%
BWP
316
BSW Wealth Partners
Colorado
$422K -$4.23K -47 -1%
WIA
317
World Investment Advisors
California
$419K +$13.6K +151 +3%
BMCM
318
Bryn Mawr Capital Management
Pennsylvania
$417K -$352K -3,913 -46%
MOS
319
MGO One Seven
Ohio
$414K -$33K -367 -7%
SDWMA
320
Schneider Downs Wealth Management Advisors
Pennsylvania
$413K -$401K -4,468 -49%
HCMT
321
Highland Capital Management (Tennessee)
Tennessee
$410K -$78K -867 -16%
MIC
322
Means Investment Company
Maine
$409K +$409K +4,372 New
FHC
323
First Heartland Consultants
Missouri
$406K – – –
ANTB
324
AMG National Trust Bank
Colorado
$406K +$94.6K +1,052 +30%
BII
325
Bainco International Investors
Massachusetts
$405K – – –
11 12
13
14 15