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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 %
Commonwealth Equity Services
26
Commonwealth Equity Services
Massachusetts
$58.1M +$7.92M +88,087 +16%
Northwestern Mutual Wealth Management
27
Northwestern Mutual Wealth Management
Wisconsin
$57.7M -$950K -10,565 -2%
RJA
28
Raymond James & Associates
Florida
$56.8M -$1.13M -12,559 -2%
5L
29
55I LLC
Massachusetts
$56.8M +$30.1M +334,670 +113%
IWC
30
Integrated Wealth Concepts
Massachusetts
$49.9M +$1.86M +20,682 +4%
FWP
31
FAS Wealth Partners
Kansas
$47.3M +$1.45M +16,156 +3%
CCT
32
Country Club Trust
Missouri
$45.3M +$516K +5,745 +1%
SS
33
Simplicity Solutions
Minnesota
$44.3M -$14M -155,263 -24%
AWM
34
AE Wealth Management
Kansas
$42.8M -$15.5M -172,943 -27%
RJFSA
35
Raymond James Financial Services Advisors
Florida
$42.1M +$3.76M +41,860 +10%
RWP
36
RWA Wealth Partners
Massachusetts
$37.1M -$127K -1,410 -0.3%
Thrivent Financial for Lutherans
37
Thrivent Financial for Lutherans
Minnesota
$36.9M +$36.9M +337,233 New
WP
38
WealthSource Partners
California
$36M -$33.5K -373 -0.1%
IDA
39
Intelligence Driven Advisers
California
$33.1M +$33.1M +368,230 New
Royal Bank of Canada
40
Royal Bank of Canada
Ontario, Canada
$29.5M +$6.03M +67,139 +26%
BF
41
BOK Financial
Oklahoma
$28.3M -$642K -7,148 -2%
BFPW
42
BOK Financial Private Wealth
Colorado
$26.9M +$699K +7,778 +3%
Stifel Financial
43
Stifel Financial
Missouri
$24.5M +$1.72M +19,165 +8%
Bank of Montreal
44
Bank of Montreal
Ontario, Canada
$23.2M +$2.56M +28,416 +12%
Qube Research & Technologies (QRT)
45
Qube Research & Technologies (QRT)
United Kingdom
$22.1M +$12.7M +141,743 +136%
BAAM
46
Baker Avenue Asset Management
California
$21M -$217K -2,412 -1%
NA
47
NewEdge Advisors
Louisiana
$20.6M +$4.71M +52,408 +30%
HighTower Advisors
48
HighTower Advisors
Illinois
$19.6M +$687K +7,641 +4%
AI
49
Atria Investments
North Carolina
$19.2M +$3.94M +43,817 +26%
NB
50
NBT Bank
New York
$18.9M -$2.99M -33,240 -14%
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