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iShares MSCI EAFE Growth ETF
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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 %
PA
301
Pinnacle Associates
New York
$1.1M +$4.14K +41 +0.4%
CI
302
Conning Inc
Connecticut
$1.06M – – –
IFWM
303
Institute for Wealth Management
Colorado
$1.03M -$87.9K -871 -8%
DHFB
304
Dixon Hubard Feinour & Brown
Virginia
$1.03M – – –
MWC
305
MKD Wealth Coaches
Michigan
$1.02M +$396K +3,919 +63%
LWP
306
Lumature Wealth Partners
Georgia
$1.02M +$1.02M +10,120 New
GIA
307
Goodwin Investment Advisory
Georgia
$999K +$999K +9,892 New
SFP
308
Sterling Financial Planning
New Jersey
$993K +$993K +9,839 New
OMC
309
Old Mission Capital
Illinois
$987K +$987K +9,786 New
SP
310
Successful Portfolios
Florida
$964K -$68.9K -683 -7%
SAM
311
Strategy Asset Managers
California
$960K +$97.8K +969 +11%
HIM
312
Hanlon Investment Management
New Jersey
$959K -$32.1K -318 -3%
LWCFA
313
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$947K +$302K +2,996 +47%
APP
314
Avantax Planning Partners
Iowa
$944K -$36.5K -362 -4%
RF
315
Rollins Financial
Georgia
$929K +$929K +9,209 New
CIA
316
Choate Investment Advisors
Massachusetts
$923K – – –
FCA
317
FinTrust Capital Advisors
South Carolina
$921K -$122K -1,209 -12%
EK
318
Evensky & Katz
Florida
$898K +$2.62K +26 +0.3%
Comerica Bank
319
Comerica Bank
Texas
$884K +$16.1K +156 +2%
CPFP
320
Clear Perspectives Financial Planning
Ohio
$862K +$862K +8,542 New
WA
321
Wealth Alliance
New York
$861K +$564K +5,583 +190%
RW
322
Rede Wealth
Virginia
$857K +$857K +8,480 New
RJT
323
Raymond James Trust
Florida
$852K -$58.5K -579 -6%
MFG
324
Magnus Financial Group
New York
$844K +$85.2K +844 +11%
IA
325
IFG Advisory
Georgia
$839K -$15.5K -154 -2%
11 12
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