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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 %
WLIM
426
White Lighthouse Investment Management
Massachusetts
$315K – – –
MIH
427
Meitav Investment House
Israel
$314K – – –
AA
428
Ancora Advisors
Ohio
$311K +$30.1K +298 +11%
ACM
429
Advisors Capital Management
New Jersey
$309K +$309K +3,071 New
RM
430
Resource Management
Louisiana
$303K +$303K +3,000 New
MPWT
431
MassMutual Private Wealth & Trust
Connecticut
$301K +$263K +2,606 +695%
CSIC
432
Clifford Swan Investment Counsel
California
$298K – – –
PP
433
Prosperity Planning
Missouri
$294K +$294K +2,911 New
Financial Engines Advisors
434
Financial Engines Advisors
California
$293K -$4.95K -49 -2%
RC
435
RegentAtlantic Capital
New Jersey
$293K – – –
OFS
436
Oldfather Financial Services
Nebraska
$293K – – –
ACS
437
Archford Capital Strategies
Illinois
$290K -$3.42K -33 -1%
JFS
438
JD Financial Services
Pennsylvania
$287K +$287K +2,843 New
KFS
439
Kelly Financial Services
Massachusetts
$278K +$169K +1,670 +153%
RH
440
RFG Holdings
Texas
$278K +$278K +2,757 New
FFA
441
Founders Financial Alliance
North Carolina
$277K +$116K +1,145 +72%
MOS
442
MGO One Seven
Ohio
$276K -$189K -1,872 -41%
CFS
443
CRA Financial Services
New Jersey
$273K – – –
9WM
444
9258 Wealth Management
Ohio
$272K – – –
BWA
445
BDO Wealth Advisors
Florida
$271K -$63.5K -629 -19%
DC
446
Davenport & Co
Virginia
$270K +$13K +129 +5%
TC
447
TownSquare Capital
Utah
$266K +$4.45K +44 +2%
OWA
448
Octavia Wealth Advisors
Ohio
$266K +$266K +2,640 New
LWAM
449
Legacy Wealth Asset Management
Minnesota
$261K +$261K +2,587 New
DMC
450
Drexel Morgan & Co
Pennsylvania
$258K – – –
16 17
18
19 20