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iShares MSCI EAFE Growth ETF
EFG

Overview Fund Activity

361 hedge funds and large institutions have $3.46B invested in iShares MSCI EAFE Growth ETF in 2019 Q4 according to their latest regulatory filings, with 77 funds opening new positions, 112 increasing their positions, 96 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
361
Holders Change
+54
Holders Change %
+17.59%
% of All Funds
7.13%
Holding in Top 10
18
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+12.5%
% of All Funds
0.36%
New
77
Increased
112
Reduced
96
Closed
19
Calls
$458K
Puts
–
Net Calls
+$458K
Net Calls Change
+$458K

Top Buyers

1
Jones Financial Companies
Jones Financial Companies
Missouri
$643M
2
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$51.2M
3
Truist Financial
Truist Financial
North Carolina
$52.8M
4
Bank of America
Bank of America
North Carolina
$201M
5
IA
IndexIQ Advisors
New York
$10.5M

Top Sellers

1
M&T Bank
M&T Bank
New York
$0
2
PSUF
People's United Financial
Connecticut
$54.1M
3
Jane Street
Jane Street
New York
$9.13M
4
Fidelity Investments
Fidelity Investments
Massachusetts
$401M
5
TC
Trilogy Capital
California
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
AF
351
Allworth Financial
California
$5K +$5K +54 New
CAAS
352
Capital Asset Advisory Services
Michigan
$5K +$5K +60 New
CC
353
Cassaday & Co
Virginia
$5K +$5K +62 New
WAP
354
Wealthcare Advisory Partners
Pennsylvania
$4K +$4K +52 New
NL
355
NVWM LLC
Pennsylvania
$2K – – –
ME
356
McIlrath & Eck
Washington
$2K +$2K +28 New
FCAS
357
First Command Advisory Services
Texas
$1K -$3.1K -31 -76%
FRA
358
Front Row Advisors
California
$1K – – –
JCM
359
Jacobi Capital Management
Pennsylvania
$1K – – –
WP
360
WealthShield Partners
North Carolina
$1K +$1K +11 New
GG
361
Gleason Group
Kentucky
$1K +$1K +15 New
HWM
362
Howard Wealth Management
Connecticut
$1K +$1K +23 New
WQ
363
Wealth Quarterback
New Jersey
$865 +$865 +10 New
M&T Bank
364
M&T Bank
New York
– -$65.8M -817,306 Closed
TC
365
Trilogy Capital
California
– -$10.7M -134,827 Closed
ARG
366
Advisory Resource Group
Oklahoma
– -$2.8M -34,808 Closed
GCA
367
Greenwood Capital Associates
South Carolina
– -$1.81M -22,475 Closed
CAG
368
Csenge Advisory Group
Florida
– -$788K -9,793 Closed
WBG
369
Wharton Business Group
Pennsylvania
– -$524K -6,514 Closed
BSB
370
Bangor Savings Bank
Maine
– -$403K -5,002 Closed
UBS AM
371
UBS AM
Illinois
– -$393K -4,877 Closed
FTIOP
372
Fiduciary Trust International of Pennsylvania
Pennsylvania
– -$386K -4,803 Closed
CFSG
373
Community Financial Services Group
Vermont
– -$370K -4,603 Closed
SEI Investments
374
SEI Investments
Pennsylvania
– -$218K -2,712 Closed
TSS
375
Two Sigma Securities
New York
– -$217K -2,699 Closed
12 13 14
15
16