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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 %
DSA
326
Droms Strauss Advisors
Missouri
$403K -$68.3K -762 -15%
SW
327
SVB Wealth
Massachusetts
$402K +$10.4K +116 +3%
FCI
328
Financial Counselors Inc
Kansas
$396K -$2.61K -29 -0.7%
LA
329
LexAurum Advisors
Kansas
$381K +$381K +4,239 New
PIA
330
Perennial Investment Advisors
California
$380K +$51.5K +568 +16%
Fisher Asset Management
331
Fisher Asset Management
Washington
$380K +$155K +1,726 +69%
GFPC
332
Global Financial Private Client
Florida
$377K +$15.1K +166 +4%
PWM
333
Perigon Wealth Management
California
$370K +$370K +4,113 New
JIP
334
Jaffetilchin Investment Partners
Florida
$364K – – –
LCM
335
Leisure Capital Management
California
$360K – – –
BWA
336
Burt Wealth Advisors
Maryland
$360K – – –
SG
337
StoneX Group
New York
$360K +$109K +1,210 +43%
PAMG
338
Patton Albertson Miller Group
Tennessee
$358K +$358K +3,978 New
TA
339
Trellis Advisors
Washington
$350K – – –
AWA
340
Arete Wealth Advisors
Illinois
$349K +$1.18K +13 +0.3%
SFA
341
Sequoia Financial Advisors
Ohio
$344K +$15.3K +170 +5%
TCM
342
TD Capital Management
Tennessee
$341K – – –
SSWM
343
Smith Salley Wealth Management
North Carolina
$340K – – –
CAG
344
Csenge Advisory Group
Florida
$337K +$31.1K +346 +10%
FPGK
345
Financial Partners Group (Kansas)
Kansas
$337K +$337K +3,747 New
QPWM
346
Quadrant Private Wealth Management
Pennsylvania
$333K +$62K +691 +23%
CPC
347
Cookson Peirce & Co
Pennsylvania
$324K +$324K +3,602 New
BPA
348
Beacon Pointe Advisors
California
$317K +$84.4K +939 +36%
CFO
349
CVA Family Office
Colorado
$316K +$123K +1,370 +64%
BHTS
350
Bar Harbor Trust Services
Maine
$315K -$115K -1,279 -27%
12 13
14
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