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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 %
TC
376
TownSquare Capital
Utah
$233K +$3.51K +39 +2%
RFC
377
Regions Financial Corp
Alabama
$232K +$232K +2,577 New
TC
378
Trilogy Capital
California
$232K +$232K +2,578 New
LSA
379
Lion Street Advisors
Texas
$232K +$232K +2,625 New
DMC
380
Drexel Morgan & Co
Pennsylvania
$230K – – –
DC
381
Davenport & Co
Virginia
$228K -$359 -4 -0.2%
MG
382
Mather Group
Illinois
$226K -$66.8K -744 -23%
SCM
383
SCS Capital Management
Massachusetts
$224K -$18.1K -201 -7%
CGL
384
Clarius Group LLC
Washington
$219K – – –
WI
385
WrapManager Inc
California
$218K +$218K +2,430 New
PFS
386
Prospera Financial Services
Texas
$214K +$214K +2,377 New
FIM
387
Freedom Investment Management
Connecticut
$213K +$213K +2,369 New
SWP
388
Stratos Wealth Partners
Ohio
$209K +$209K +2,329 New
ACA
389
Ascension Capital Advisors
Texas
$208K +$208K +2,318 New
LNB
390
Ledyard National Bank
$207K +$207K +2,300 New
DW
391
Domani Wealth
Pennsylvania
$206K +$206K +2,294 New
AWM
392
Alterna Wealth Management
Texas
$204K +$204K +2,267 New
LAS
393
Lloyd Advisory Services
Georgia
$202K -$44.9K -499 -18%
AFAS
394
Acorn Financial Advisory Services
Virginia
$202K +$202K +2,244 New
FLA
395
Financial Life Advisors
Texas
$202K +$202K +2,257 New
MFW
396
Mosaic Family Wealth
Missouri
$201K +$201K +2,235 New
First Manhattan
397
First Manhattan
New York
$150K – – –
BAMG
398
Brand Asset Management Group
Missouri
$148K – – –
FFA
399
Founders Financial Alliance
North Carolina
$144K +$144K +1,595 New
MPCG
400
Matrix Private Capital Group
New York
$138K – – –
14 15
16
17 18