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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 %
WS
326
Wedbush Securities
California
$837K +$97.2K +963 +13%
KWM
327
Kingsview Wealth Management
Oregon
$835K -$10.4K -103 -1%
WAP
328
Wealthcare Advisory Partners
Pennsylvania
$833K -$49.9K -495 -6%
AWA
329
Arkadios Wealth Advisors
Georgia
$820K +$781K +7,749 +2,029%
GSWM
330
Golden State Wealth Management
California
$815K +$277K +2,741 +51%
KCA
331
Karn Couzens & Associates
Connecticut
$807K +$807K +7,996 New
GMA
332
Goldstein Munger & Associates
California
$799K – – –
KM
333
Kalos Management
Georgia
$778K +$13.3K +128 +2%
Principal Financial Group
334
Principal Financial Group
Iowa
$774K +$153K +1,514 +25%
Rockefeller Capital Management
335
Rockefeller Capital Management
New York
$748K +$593K +5,887 +382%
KA
336
Kovack Advisors
Florida
$744K +$108K +1,073 +17%
V
337
Veritable
Delaware
$733K – – –
SCM
338
SOL Capital Management
Maryland
$733K +$55.5K +550 +8%
SG
339
StoneX Group
New York
$721K +$317K +3,136 +78%
AF
340
Alerus Financial
North Dakota
$712K – – –
LA
341
LexAurum Advisors
Kansas
$690K +$262K +2,597 +61%
FCI
342
Financial Counselors Inc
Kansas
$675K +$231K +2,285 +52%
UAS
343
United Asset Strategies
New York
$673K +$52K +515 +8%
SBH
344
Segall Bryant & Hamill
Illinois
$659K +$48.8K +480 +8%
GPA
345
Guidance Point Advisors
Massachusetts
$658K +$5.55K +55 +0.9%
CW
346
CreativeOne Wealth
Kansas
$641K +$363K +3,602 +131%
ATPW
347
Ashton Thomas Private Wealth
Arizona
$621K +$621K +6,151 New
SWM
348
SVA Wealth Management
Wisconsin
$607K -$10.9K -108 -2%
PAMG
349
Patton Albertson Miller Group
Tennessee
$604K +$185K +1,751 +44%
GCM
350
Gables Capital Management
Florida
$603K – – –
12 13
14
15 16