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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
$1.45B
2
Bank of America
Bank of America
North Carolina
$463M
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
$56.8M

Top Sellers

1
Jones Financial Companies
Jones Financial Companies
Missouri
$630M
2
PNC Financial Services Group
PNC Financial Services Group
Pennsylvania
$130M
3
AWM
AE Wealth Management
Kansas
$42.8M
4
SS
Simplicity Solutions
Minnesota
$44.3M
5
TIA
Traphagen Investment Advisors
New Jersey
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
BWP
426
Baldwin Wealth Partners
Massachusetts
$60K -$18.8K -210 -24%
SSB
427
Sandy Spring Bank
Maryland
$60K – – –
RG
428
Retirement Group
California
$60K +$60K +662 New
IFAM
429
Institutional & Family Asset Management
Colorado
$48K – – –
FHA
430
Flagship Harbor Advisors
Massachusetts
$46K -$310K -3,482 -87%
NNP
431
Nachman Norwood & Parrott
South Carolina
$45K +$45K +503 New
AIM
432
Anchor Investment Management
South Carolina
$44.7K +$44.7K +497 New
BAM
433
Barrett Asset Management
New York
$44K – – –
HWM
434
HighMark Wealth Management
Minnesota
$43K -$3.38K -38 -7%
JFA
435
JNBA Financial Advisors
Minnesota
$43K – – –
AIC
436
Archer Investment Corporation
Indiana
$41.9K – – –
BA
437
Ballast Advisors
Minnesota
$40K – – –
GWS
438
Glassman Wealth Services
Virginia
$40K +$40K +450 New
FP
439
Financial Perspectives
Minnesota
$36.6K – – –
AWA
440
Arkadios Wealth Advisors
Georgia
$34.9K +$183 +2 +0.5%
HI
441
Hudock Inc
Pennsylvania
$34K -$15.2K -172 -31%
FHA
442
First Horizon Advisors
Tennessee
$34K -$12.3K -140 -27%
FFC
443
First Financial Corp
Indiana
$34K – – –
MPWT
444
MassMutual Private Wealth & Trust
Connecticut
$34K +$10.4K +115 +44%
PP
445
Paloma Partners
Connecticut
$29K – – –
EWM
446
Endurance Wealth Management
Rhode Island
$27K +$27K +305 New
BW
447
Bison Wealth
Georgia
$25K +$20.6K +233 +466%
AWM
448
Avior Wealth Management
Nebraska
$23K -$15.4K -177 -40%
RTC
449
Riverview Trust Company
Washington
$22K – – –
OIA
450
Optimum Investment Advisors
Illinois
$22K +$22K +247 New
16 17
18
19 20