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iShares MSCI EAFE Growth ETF
EFG

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 %
MIC
401
Means Investment Company
Maine
$403K -$53.9K -516 -12%
GIA
402
Gladstone Institutional Advisory
Florida
$400K +$400K +3,960 New
TA
403
Trellis Advisors
Washington
$393K – – –
SFA
404
Sequoia Financial Advisors
Ohio
$386K – – –
TCM
405
TD Capital Management
Tennessee
$384K +$1.11K +11 +0.3%
SSWM
406
Smith Salley Wealth Management
North Carolina
$382K – – –
BFG
407
Beacon Financial Group
Texas
$379K +$379K +3,678 New
CFO
408
CVA Family Office
Colorado
$371K +$15.6K +155 +4%
GLLW
409
Graves Light Lenhart Wealth
Virginia
$371K +$371K +3,681 New
EAM
410
Evanson Asset Management
California
$364K +$62K +615 +21%
PIA
411
Perennial Investment Advisors
California
$360K -$62.3K -618 -15%
AWA
412
Arete Wealth Advisors
Illinois
$356K -$36.2K -356 -9%
UFA
413
US Financial Advisors
Massachusetts
$356K +$356K +3,529 New
KPWS
414
Kestra Private Wealth Services
Texas
$355K +$355K +3,499 New
BHTS
415
Bar Harbor Trust Services
Maine
$349K -$4.65K -46 -1%
LWANC
416
Laurel Wealth Advisors (North Carolina)
North Carolina
$346K +$13.3K +132 +4%
Fisher Asset Management
417
Fisher Asset Management
Washington
$345K -$81.6K -808 -19%
PFA
418
Pinnacle Family Advisors
Missouri
$338K +$338K +3,353 New
SS
419
Sunbelt Securities
Texas
$334K +$334K +3,315 New
APWM
420
Atlas Private Wealth Management
New York
$326K +$326K +3,227 New
SF
421
Synovus Financial
Georgia
$318K -$23.2K -231 -7%
CA
422
Cortland Associates
Missouri
$318K – – –
LNWWM
423
Laird Norton Wetherby Wealth Management
California
$317K – – –
HTC
424
Haverford Trust Company
Pennsylvania
$316K – – –
OC
425
Oakworth Capital
Alabama
$315K -$30.7K -304 -9%
15 16
17
18 19