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iShares MSCI EAFE Growth ETF
EFG

Overview Fund Activity

361 hedge funds and large institutions have $3.46B invested in iShares MSCI EAFE Growth ETF in 2019 Q4 according to their latest regulatory filings, with 77 funds opening new positions, 112 increasing their positions, 96 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
361
Holders Change
+54
Holders Change %
+17.59%
% of All Funds
7.13%
Holding in Top 10
18
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+12.5%
% of All Funds
0.36%
New
77
Increased
112
Reduced
96
Closed
19
Calls
$458K
Puts
–
Net Calls
+$458K
Net Calls Change
+$458K

Top Buyers

1
Jones Financial Companies
Jones Financial Companies
Missouri
$643M
2
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$51.2M
3
Truist Financial
Truist Financial
North Carolina
$52.8M
4
Bank of America
Bank of America
North Carolina
$201M
5
IA
IndexIQ Advisors
New York
$10.5M

Top Sellers

1
M&T Bank
M&T Bank
New York
$0
2
PSUF
People's United Financial
Connecticut
$54.1M
3
Jane Street
Jane Street
New York
$9.13M
4
Fidelity Investments
Fidelity Investments
Massachusetts
$401M
5
TC
Trilogy Capital
California
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
W
101
Wealthquest
Ohio
$2.45M +$82.3K +952 +3%
Koshinski Asset Management
102
Koshinski Asset Management
Illinois
$2.45M +$2.45M +28,421 New
UCFA
103
United Capital Financial Advisors
Texas
$2.42M +$198K +2,285 +9%
HNB
104
Huntington National Bank
Ohio
$2.4M -$1.99M – –
CIC
105
Carnegie Investment Counsel
Ohio
$2.38M -$34.8K -402 -1%
RSWM
106
Robertson Stephens Wealth Management
California
$2.36M -$45.1K -522 -2%
TWM
107
Torch Wealth Management
Ohio
$2.32M -$82.1K -950 -3%
PG
108
Patten Group
Tennessee
$2.31M +$20.1K +233 +0.9%
MWP
109
MYCIO Wealth Partners
Pennsylvania
$2.25M +$317K +3,672 +16%
Natixis Advisors
110
Natixis Advisors
Massachusetts
$2.25M +$18.6K +215 +0.8%
AF
111
Affiance Financial
Minnesota
$2.24M -$12.5K -145 -0.6%
DADC
112
D.A. Davidson & Co
Montana
$2.18M +$86.1K +995 +4%
VA
113
Valmark Advisers
Ohio
$2.07M -$253K -2,928 -11%
Baird Financial Group
114
Baird Financial Group
Wisconsin
$2.06M +$92.8K +1,073 +5%
FIG
115
FundX Investment Group
California
$2M +$2M +23,106 New
SIA
116
Starfire Investment Advisers
Michigan
$1.99M +$18.9K +219 +1%
QWM
117
Quaker Wealth Management
New Jersey
$1.96M +$1.96M +22,701 New
HFA
118
HC Financial Advisors
California
$1.95M – – –
Neuberger Berman Group
119
Neuberger Berman Group
New York
$1.91M +$1.91M +22,126 New
AF
120
Advisornet Financial
Minnesota
$1.9M +$227K +2,629 +14%
MML Investors Services
121
MML Investors Services
Massachusetts
$1.87M -$178K -2,064 -9%
TNB
122
TCF National Bank
South Dakota
$1.83M +$288K +3,335 +19%
LWP
123
Legacy Wealth Planning
Nevada
$1.78M +$1.78M +20,572 New
VWM
124
Vigilare Wealth Management
Arizona
$1.7M +$1.7M +19,809 New
WA
125
Wambolt & Associates
Colorado
$1.7M +$27K +312 +2%
3 4
5
6 7