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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 %
BDF
51
Balasa Dinverno & Foltz
$18.5M -$126K -1,399 -0.7%
KIM
52
Karpus Investment Management
New York
$17.8M +$3.33M +37,024 +23%
HIM
53
HawsGoodwin Investment Management
Tennessee
$17.8M +$2.16M +24,041 +14%
TAIM
54
TD Ameritrade Investment Management
Nebraska
$17.7M +$2.17M +24,170 +14%
Cambridge Investment Research Advisors
55
Cambridge Investment Research Advisors
Iowa
$16.9M -$2.59M -28,823 -13%
IWP
56
Icon Wealth Partners
Texas
$16.7M +$626K +6,963 +4%
PFG
57
PAX Financial Group
Texas
$16.6M +$406K +4,520 +3%
SCA
58
STALEY CAPITAL ADVISERS
Pennsylvania
$16.4M -$1.19M -13,220 -7%
MA
59
MUFG Americas
New York
$15M +$803K +8,933 +6%
CP
60
Covenant Partners
Tennessee
$14.2M -$925K -10,291 -6%
SW
61
SteelPeak Wealth
California
$13.7M -$382K -4,255 -3%
CAM
62
Crestone Asset Management
Colorado
$13.2M +$373K +4,152 +3%
CWM
63
Cranbrook Wealth Management
Michigan
$13.1M -$129K -1,438 -1%
JPMPWA
64
J.P. Morgan Private Wealth Advisors
California
$12.6M +$1.14M +12,649 +10%
FSWA
65
Financial Synergies Wealth Advisors
Texas
$12.4M +$12.4M +137,647 New
WAM
66
Wakefield Asset Management
Colorado
$12.3M -$266K -2,965 -2%
SHIM
67
Stone House Investment Management
Pennsylvania
$12M -$325K -3,617 -3%
William Blair & Company
68
William Blair & Company
Illinois
$11.9M -$785K -8,736 -6%
PFA
69
Pettinga Financial Advisors
Indiana
$11.7M +$1.74M +19,408 +18%
OAP
70
One Advisory Partners
Kansas
$11.5M +$23.2K +258 +0.2%
DBT
71
Dubuque Bank & Trust
Iowa
$11.5M +$2.73M +30,337 +31%
LWA
72
Lineweaver Wealth Advisors
Ohio
$11.2M -$7.82K -87 -0.1%
CFG
73
Cooper Financial Group
California
$10.7M +$511K +5,691 +5%
SHJ
74
Sharkey, Howes & Javer
Colorado
$10.5M +$1.41M +15,661 +15%
SWM
75
Shakespeare Wealth Management
Wisconsin
$10.5M +$414K +4,608 +4%
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