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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 %
WB
501
Webster Bank
Connecticut
$115K – – –
HFA
502
Hoover Financial Advisors
Pennsylvania
$113K +$8.14K +79 +8%
CFB
503
Cullen/Frost Bankers
Texas
$111K – – –
AL
504
ADE LLC
Maryland
$110K +$110K +1,090 New
RBC
505
Roble Belko & Company
Pennsylvania
$101K – – –
FFC
506
First Financial Corp
Indiana
$98K +$60K +593 +158%
Deutsche Bank
507
Deutsche Bank
Germany
$97K – – –
LIA
508
LS Investment Advisors
Michigan
$91K – – –
WT
509
Whittier Trust
California
$91K – – –
IBOK
510
Independence Bank of Kentucky
Kentucky
$87K – – –
RDFA
511
Ritter Daniher Financial Advisory
Ohio
$86K +$86K +850 New
BC
512
Bartlett & Co
Ohio
$85K +$77.7K +766 +1,064%
BCWM
513
Bartlett & Co Wealth Management
Ohio
$84.6K +$77.3K +766 +1,064%
BW
514
Bison Wealth
Georgia
$81K +$52.6K +523 +185%
RA
515
Reby Advisors
Connecticut
$75K +$75K +740 New
CCM
516
Cribstone Capital Management
Maine
$72K – – –
PB
517
Pinnacle Bancorp
Nebraska
$72K – – –
BWP
518
Baldwin Wealth Partners
Massachusetts
$68K – – –
SSB
519
Sandy Spring Bank
Maryland
$68K – – –
RG
520
Retirement Group
California
$67K +$202 +2 +0.3%
CTFG
521
Capstone Triton Financial Group
Oklahoma
$60K +$60K +595 New
AIM
522
Anchor Investment Management
South Carolina
$56.8K +$6.66K +66 +13%
MCM
523
MV Capital Management
Maryland
$56K +$56K +556 New
SL
524
Savior LLC
Massachusetts
$55K +$55K +544 New
PFA
525
Professional Financial Advisors
Nebraska
$54K +$38.5K +382 +248%
19 20
21
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