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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 %
TAIM
51
TD Ameritrade Investment Management
Nebraska
$21.3M +$1.34M +13,241 +7%
BDF
52
Balasa Dinverno & Foltz
$20.8M +$20.3K +201 +0.1%
NB
53
NBT Bank
New York
$20.7M -$507K -5,025 -2%
HighTower Advisors
54
HighTower Advisors
Illinois
$20.4M -$1.67M -16,523 -8%
HIM
55
HawsGoodwin Investment Management
Tennessee
$20M +$12.3K +122 +0.1%
AI
56
Atria Investments
North Carolina
$19.9M -$1.6M -15,863 -7%
KIM
57
Karpus Investment Management
New York
$19.6M -$364K -3,605 -2%
PFG
58
PAX Financial Group
Texas
$18.4M -$201K -1,989 -1%
SCA
59
STALEY CAPITAL ADVISERS
Pennsylvania
$18.3M -$108K -1,070 -0.6%
IWP
60
Icon Wealth Partners
Texas
$17.5M -$1.23M -12,210 -7%
MA
61
MUFG Americas
New York
$17M +$76.7K +760 +0.5%
SFBLI
62
Southern Farm Bureau Life Insurance
Mississippi
$16.9M +$16.9M +167,900 New
KAS
63
Kestra Advisory Services
Texas
$16.9M +$8.66M +85,277 +105%
CIAS
64
CFS Investment Advisory Services
New Jersey
$16.6M +$16.6M +164,693 New
DBT
65
Dubuque Bank & Trust
Iowa
$16.5M +$3.66M +36,225 +28%
CP
66
Covenant Partners
Tennessee
$15.8M -$70.3K -697 -0.4%
JPMPWA
67
J.P. Morgan Private Wealth Advisors
California
$15.7M +$1.57M +15,557 +11%
CFG
68
Cooper Financial Group
California
$15.3M +$3.3M +32,749 +28%
CWM
69
Cranbrook Wealth Management
Michigan
$14.4M -$373K -3,696 -3%
CAM
70
Crestone Asset Management
Colorado
$13.9M -$909K -9,005 -6%
SW
71
SteelPeak Wealth
California
$13.5M -$1.89M -18,736 -12%
William Blair & Company
72
William Blair & Company
Illinois
$13.4M +$76.5K +758 +0.6%
WAM
73
Wakefield Asset Management
Colorado
$13.4M -$430K -4,257 -3%
PFA
74
Pettinga Financial Advisors
Indiana
$12.8M -$325K -3,223 -2%
SWM
75
Shakespeare Wealth Management
Wisconsin
$12.7M +$915K +9,063 +8%
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