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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 %
NWA
351
Navis Wealth Advisors
New York
$586K +$586K +5,808 New
WCF
352
West Coast Financial
California
$584K – – –
AIA
353
Arcadia Investment Advisors
Idaho
$582K -$25.3K -251 -4%
MC
354
Middleton & Co
Massachusetts
$581K – – –
CL
355
CPWM LLC
Washington
$580K – – –
BHIA
356
Birch Hill Investment Advisors
Massachusetts
$572K -$1.82K -18 -0.3%
RCAG
357
Rehmann Capital Advisory Group
Michigan
$567K -$23K -228 -4%
APC
358
Aspire Private Capital
North Carolina
$563K +$74.6K +740 +15%
MSFS
359
Main Street Financial Solutions
Pennsylvania
$563K +$563K +5,580 New
CPC
360
Cookson Peirce & Co
Pennsylvania
$560K +$196K +1,944 +54%
GFPC
361
Global Financial Private Client
Florida
$559K +$139K +1,382 +33%
VAG
362
VisionPoint Advisory Group
Texas
$556K -$102K -1,015 -16%
DAS
363
Dynamic Advisor Solutions
Arizona
$555K -$35.2K -349 -6%
ANTB
364
AMG National Trust Bank
Colorado
$555K +$99.4K +985 +22%
OC
365
Oppenheimer & Co
New York
$543K +$3.53K +35 +0.7%
CAL
366
Capital Analysts LLC
Pennsylvania
$533K -$1.82K -18 -0.3%
RRC
367
Relaxing Retirement Coach
Massachusetts
$527K -$527K -5,222 -50%
SCM
368
SCS Capital Management
Massachusetts
$524K +$273K +2,700 +109%
CP
369
Capital Planning
Washington
$519K +$519K +5,147 New
FPGK
370
Financial Partners Group (Kansas)
Kansas
$512K +$125K +1,205 +32%
QPWM
371
Quadrant Private Wealth Management
Pennsylvania
$511K +$137K +1,353 +36%
MBT
372
Montecito Bank & Trust
California
$503K -$308K -3,050 -38%
CFG
373
Citizens Financial Group
Rhode Island
$497K -$17.4K -172 -3%
IWM
374
IHT Wealth Management
Illinois
$494K +$17.1K +169 +4%
ABC
375
Associated Banc-Corp
Wisconsin
$490K – – –
13 14
15
16 17