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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 %
AAP
476
Arax Advisory Partners
Colorado
$4K – – –
CIAS
477
Capital Investment Advisory Services
North Carolina
$4K – – –
CFFP
478
Center for Financial Planning
Michigan
$3K – – –
Koshinski Asset Management
479
Koshinski Asset Management
Illinois
$2.35K -$151 -1,624 -6%
CA
480
Clearstead Advisors
Ohio
$2K -$38.8K -407 -95%
BWM
481
Baystate Wealth Management
Massachusetts
$2K – – –
JCM
482
Jacobi Capital Management
Pennsylvania
$1K -$137K -2,195 -99%
FRA
483
Front Row Advisors
California
$1K – – –
GG
484
Gleason Group
Kentucky
$1K – – –
FCA
485
FinTrust Capital Advisors
South Carolina
$929 -$68 -755 -7%
F
486
F3Logic
Minnesota
$426 -$7 -80 -2%
TIA
487
Traphagen Investment Advisors
New Jersey
– -$8.74M -105,123 Closed
CWS
488
Cypress Wealth Services
California
– -$6.42M -77,279 Closed
BRWM
489
B. Riley Wealth Management
Tennessee
– -$6.21M -74,716 Closed
NL
490
NWAM LLC
Washington
– -$2.87M -34,517 Closed
RIA
491
Regal Investment Advisors
Michigan
– -$2.49M -29,995 Closed
QWM
492
Quaker Wealth Management
New Jersey
– -$926K -11,136 Closed
SMFS
493
Squar Milner Financial Services
California
– -$805K -9,685 Closed
VWA
494
V Wealth Advisors
Kansas
– -$447K -5,369 Closed
TFA
495
Teamwork Financial Advisors
Texas
– -$400K -4,814 Closed
CWM
496
Capital Wealth Management
Rhode Island
– -$279K -3,351 Closed
GIA
497
GHP Investment Advisors
Colorado
– -$247K -2,972 Closed
OPS
498
Orion Portfolio Solutions
Nebraska
– -$114K -1,371 Closed
SCA
499
Stonebridge Capital Advisors
Minnesota
– -$30K -361 Closed
SWM
500
Selective Wealth Management
Virginia
– -$24K -292 Closed
17 18 19
20
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