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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 %
APW
76
Austin Private Wealth
Texas
$12.5M +$3.21M +31,776 +35%
SHIM
77
Stone House Investment Management
Pennsylvania
$12.4M -$1.06M -10,530 -8%
Citigroup
78
Citigroup
New York
$12.2M +$1.62M +16,059 +15%
Cetera Investment Advisers
79
Cetera Investment Advisers
Illinois
$11.7M +$10.4M +102,570 +753%
OAP
80
One Advisory Partners
Kansas
$11.5M -$1.4M -13,858 -11%
LWA
81
Lineweaver Wealth Advisors
Ohio
$11.4M -$1.18M -11,648 -9%
VFM
82
Vivid Financial Management
California
$10.8M +$3.04M +30,135 +39%
SHJ
83
Sharkey, Howes & Javer
Colorado
$10.8M -$1.07M -10,630 -9%
HPC
84
Hobart Private Capital
North Carolina
$10.4M -$313K -3,099 -3%
Fifth Third Bancorp
85
Fifth Third Bancorp
Ohio
$10.3M -$418K -4,145 -4%
HFA
86
High Falls Advisors
New York
$10M +$1.78M +17,636 +22%
SB
87
Strategic Blueprint
Georgia
$9.79M +$2.69M +26,619 +38%
CFGS
88
Concourse Financial Group Securities
Alabama
$9.78M -$626K -6,202 -6%
TLFA
89
True Link Financial Advisors
California
$9.66M +$9.66M +95,726 New
SMG
90
Spectrum Management Group
Indiana
$9.59M -$1.56M -15,441 -14%
TSA
91
Tri-Star Advisors
Texas
$9.21M +$1.37M +13,450 +18%
Prudential Financial
92
Prudential Financial
New Jersey
$9.03M +$684K +6,775 +8%
BPA
93
Beacon Pointe Advisors
California
$8.57M +$8.21M +81,364 +2,308%
CFD
94
Creative Financial Designs
Indiana
$8.48M +$294K +2,913 +4%
WP
95
WealthShield Partners
North Carolina
$8.48M +$2.82M +27,916 +50%
I
96
INVST
Indiana
$8.48M +$1.21K +12 +0%
CWS
97
Cypress Wealth Services
California
$8.29M +$8.29M +82,185 New
C1AG
98
Client 1st Advisory Group
Florida
$8.09M +$573K +5,652 +8%
CS
99
Comerica Securities
Michigan
$8.04M -$610K -6,047 -7%
FCA
100
FLC Capital Advisors
California
$7.94M +$353K +3,502 +5%
2 3
4
5 6