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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
$339M
2
Citadel Advisors
Citadel Advisors
Florida
$29.5M
3
Bank of America
Bank of America
North Carolina
$549M
4
FSWA
Financial Synergies Wealth Advisors
Texas
$33.9M
5
Envestnet Asset Management
Envestnet Asset Management
Illinois
$1.64B

Top Sellers

1
Truist Financial
Truist Financial
North Carolina
$93.7M
2
Jones Financial Companies
Jones Financial Companies
Missouri
$688M
3
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT)
United Kingdom
$0
4
RIG
RiverFront Investment Group
Virginia
$117M
5
CI Investments Inc
CI Investments Inc
Ontario, Canada
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
M&T Bank
26
M&T Bank
New York
$64.2M -$1.98M -19,604 -3%
5L
27
55I LLC
Massachusetts
$64.1M +$312K +3,096 +0.5%
RJA
28
Raymond James & Associates
Florida
$63.9M +$110K +1,094 +0.2%
AWM
29
AE Wealth Management
Kansas
$56.6M +$8.56M +84,839 +18%
IWC
30
Integrated Wealth Concepts
Massachusetts
$54.5M -$1.51M -14,921 -3%
SS
31
Simplicity Solutions
Minnesota
$54M +$4.26M +42,229 +9%
RJFSA
32
Raymond James Financial Services Advisors
Florida
$51.8M +$4.54M +45,009 +10%
CCT
33
Country Club Trust
Missouri
$51.2M +$118K +1,163 +0.2%
Thrivent Financial for Lutherans
34
Thrivent Financial for Lutherans
Minnesota
$50.3M -$6.38M -37,907 -11%
FWP
35
FAS Wealth Partners
Kansas
$50.3M -$2.81M -27,860 -5%
RWP
36
RWA Wealth Partners
Massachusetts
$42.8M +$1.09M +10,776 +3%
Royal Bank of Canada
37
Royal Bank of Canada
Ontario, Canada
$37.5M +$4.37M +43,265 +13%
WP
38
WealthSource Partners
California
$36.2M -$4.22M -41,773 -10%
FSWA
39
Financial Synergies Wealth Advisors
Texas
$33.9M +$20M +197,807 +144%
BFPW
40
BOK Financial Private Wealth
Colorado
$33.7M +$3.51M +34,749 +12%
IDA
41
Intelligence Driven Advisers
California
$32.3M -$4.89M -48,416 -13%
BF
42
BOK Financial
Oklahoma
$31.8M +$14K +139 +0%
Citadel Advisors
43
Citadel Advisors
Florida
$29.5M +$29.5M +292,716 New
Stifel Financial
44
Stifel Financial
Missouri
$28.3M +$796K +7,886 +3%
Bank of Montreal
45
Bank of Montreal
Ontario, Canada
$25.9M -$422K -4,130 -2%
BAAM
46
Baker Avenue Asset Management
California
$23.4M -$181K -1,797 -0.8%
1WM
47
1900 Wealth Management
Texas
$23M +$23M +227,932 New
Cambridge Investment Research Advisors
48
Cambridge Investment Research Advisors
Iowa
$21.9M +$2.9M +28,725 +15%
Mariner
49
Mariner
Kansas
$21.7M +$12.7M +125,863 +141%
NA
50
NewEdge Advisors
Louisiana
$21.7M -$1.44M -14,308 -6%
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