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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 %
GI
551
Gradient Investments
Minnesota
$15K – – –
BL
552
Balentine LLC
Georgia
$15K +$15K +144 New
AWM
553
AllSquare Wealth Management
New York
$14K – – –
AF
554
Allworth Financial
California
$12K +$12K +114 New
ADL
555
Asset Dedication LLC
California
$11K – – –
BBPWM
556
Blue Bell Private Wealth Management
Pennsylvania
$10K – – –
HCP
557
Hexagon Capital Partners
Arkansas
$10K – – –
AWM
558
Avior Wealth Management
Nebraska
$9K -$16.4K -171 -65%
LDFR
559
Lehman & Derafelo Financial Resources
Pennsylvania
$9K – – –
AssetMark Inc
560
AssetMark Inc
California
$9K +$9K +88 New
CBT
561
CoreFirst Bank & Trust
Kansas
$9K +$9K +89 New
SSC
562
Syverson Strege & Co
Iowa
$9K +$9K +90 New
SQA
563
Simon Quick Advisors
New Jersey
$7K – – –
FBT
564
First Bank & Trust
South Dakota
$6K – – –
CAAS
565
Capital Asset Advisory Services
Michigan
$6K – – –
TAM
566
Townsend Asset Management
North Carolina
$6K +$98 +1 +2%
RPWA
567
Regent Peak Wealth Advisors
Georgia
$6K +$6K +58 New
CIAS
568
Capital Investment Advisory Services
North Carolina
$5K – – –
AAP
569
Arax Advisory Partners
Colorado
$5K – – –
CWP
570
Concord Wealth Partners
Virginia
$5K +$5K +49 New
EW
571
Element Wealth
Mississippi
$5K +$5K +50 New
CA
572
Clearstead Advisors
Ohio
$2K – – –
GG
573
Gleason Group
Kentucky
$2K – – –
MCC
574
Money Concepts Capital
Florida
$2K +$2K +17 New
SBL
575
Sargent Bickham Lagudis
Colorado
$2K +$2K +21 New
21 22
23
24 25