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iShares MSCI EAFE Growth ETF
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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 %
OGF
451
Orin Green Financial
California
$258K +$258K +2,560 New
FHA
452
First Horizon Advisors
Tennessee
$255K +$216K +2,148 +554%
NAM
453
NTV Asset Management
West Virginia
$252K +$252K +2,500 New
WI
454
WrapManager Inc
California
$248K +$3.12K +31 +1%
LNB
455
Ledyard National Bank
$247K +$14.6K +144 +6%
LWM
456
Lyell Wealth Management
California
$247K +$247K +2,450 New
CGL
457
Clarius Group LLC
Washington
$246K – – –
Bessemer Group
458
Bessemer Group
New Jersey
$240K +$129K +1,275 +116%
TC
459
Trilogy Capital
California
$237K -$22.9K -227 -9%
WFC
460
Western Financial Corp
California
$237K +$237K +2,351 New
AWM
461
Alterna Wealth Management
Texas
$232K +$2.93K +29 +1%
PFS
462
Prospera Financial Services
Texas
$231K -$8.36K -83 -3%
DW
463
Domani Wealth
Pennsylvania
$231K – – –
SWP
464
Stratos Wealth Partners
Ohio
$228K -$6.86K -68 -3%
FLA
465
Financial Life Advisors
Texas
$227K – – –
SAM
466
Summit Asset Management
Tennessee
$227K +$227K +2,252 New
FIM
467
Freedom Investment Management
Connecticut
$221K -$18.1K -179 -8%
AL
468
Aspiriant LLC
California
$219K +$219K +2,169 New
MI
469
Moneywise Inc
Virginia
$215K +$215K +2,127 New
LF
470
Lantz Financial
Illinois
$214K +$214K +2,122 New
NCM
471
Neumann Capital Management
California
$214K +$214K +2,125 New
GFS
472
GYL Financial Synergies
Connecticut
$212K +$212K +2,103 New
TCM
473
Tufton Capital Management
Maryland
$211K +$211K +2,100 New
LAS
474
Lloyd Advisory Services
Georgia
$210K -$16.9K -167 -7%
BOTW
475
Bank of the West
California
$209K +$209K +2,076 New
17 18
19
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