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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 %
CAM
351
Cresset Asset Management
Illinois
$312K +$312K +3,467 New
MAA
352
Matrix Asset Advisors
New York
$310K -$13.9K -155 -4%
OC
353
Oakworth Capital
Alabama
$308K – – –
SF
354
Synovus Financial
Georgia
$305K -$8.55M -95,200 -97%
BWA
355
BDO Wealth Advisors
Florida
$298K – – –
LWANC
356
Laurel Wealth Advisors (North Carolina)
North Carolina
$296K +$33.3K +371 +13%
LNWWM
357
Laird Norton Wetherby Wealth Management
California
$283K -$274K -3,050 -49%
CA
358
Cortland Associates
Missouri
$283K – – –
HTC
359
Haverford Trust Company
Pennsylvania
$282K – – –
WLIM
360
White Lighthouse Investment Management
Massachusetts
$281K -$8.54K -95 -3%
MIH
361
Meitav Investment House
Israel
$280K – – –
CWM
362
Confluence Wealth Management
Oregon
$276K -$4.08M -50,767 -94%
WB
363
WesBanco Bank
West Virginia
$274K -$5.67K -63 -2%
EAM
364
Evanson Asset Management
California
$269K -$22.6K -252 -8%
CSIC
365
Clifford Swan Investment Counsel
California
$265K – – –
WA
366
Wealth Alliance
New York
$265K +$265K +2,945 New
Financial Engines Advisors
367
Financial Engines Advisors
California
$265K +$265K +2,950 New
OFS
368
Oldfather Financial Services
Nebraska
$263K – – –
RC
369
RegentAtlantic Capital
New Jersey
$261K -$65.8K -731 -20%
BFA
370
Beacon Financial Advisory
Ohio
$258K +$258K +2,876 New
ACS
371
Archford Capital Strategies
Illinois
$254K -$16.8K -187 -6%
AA
372
Ancora Advisors
Ohio
$250K +$250K +2,786 New
CW
373
CreativeOne Wealth
Kansas
$247K +$247K +2,753 New
CFS
374
CRA Financial Services
New Jersey
$243K +$9.44K +105 +4%
9WM
375
9258 Wealth Management
Ohio
$233K – – –
13 14
15
16 17