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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 %
Rockefeller Capital Management
401
Rockefeller Capital Management
New York
$137K -$24.9K -280 -15%
VFA
402
Valeo Financial Advisors
Indiana
$130K -$1.08K -12 -0.8%
Kayne Anderson Rudnick Investment Management
403
Kayne Anderson Rudnick Investment Management
California
$123K +$74K +822 +151%
GRP
404
Global Retirement Partners
California
$118K -$12K -133 -9%
RIM
405
Rockbridge Investment Management
New York
$116K +$116K +1,287 New
SFSG
406
Stearns Financial Services Group
North Carolina
$112K +$7.38K +82 +7%
MFT
407
Moisand Fitzgerald Tamayo
Florida
$108K – – –
M
408
MOTCO
Texas
$106K – – –
VNA
409
Valley National Advisers
Pennsylvania
$106K – – –
WB
410
Webster Bank
Connecticut
$102K – – –
Bessemer Group
411
Bessemer Group
New Jersey
$99K – – –
CFB
412
Cullen/Frost Bankers
Texas
$99K +$99K +1,096 New
KFS
413
Kelly Financial Services
Massachusetts
$97.8K +$86.9K +967 +799%
PFWA
414
Paces Ferry Wealth Advisors
Georgia
$97K +$97K +1,076 New
HFA
415
Hoover Financial Advisors
Pennsylvania
$91K +$91K +1,018 New
RBC
416
Roble Belko & Company
Pennsylvania
$90K – – –
BFEC
417
Benjamin F. Edwards & Company
Missouri
$89K +$28.7K +320 +48%
Deutsche Bank
418
Deutsche Bank
Germany
$86K -$6.1K -68 -7%
LIA
419
LS Investment Advisors
Michigan
$81K – – –
WT
420
Whittier Trust
California
$81K – – –
IBOK
421
Independence Bank of Kentucky
Kentucky
$78K – – –
SXL
422
Summit X LLC
Missouri
$74.8K +$1.27K +1,615 +2%
LFG
423
Larson Financial Group
Missouri
$66K +$54K +598 +450%
CCM
424
Cribstone Capital Management
Maine
$64K -$4.4K -49 -6%
PB
425
Pinnacle Bancorp
Nebraska
$64K – – –
15 16
17
18 19