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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
+$132M
2
Bank of America
Bank of America
North Carolina
+$52.2M
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
+$30.1M

Top Sellers

1
Jones Financial Companies
Jones Financial Companies
Missouri
-$25.9M
2
PNC Financial Services Group
PNC Financial Services Group
Pennsylvania
-$22.4M
3
AWM
AE Wealth Management
Kansas
-$15.5M
4
SS
Simplicity Solutions
Minnesota
-$14M
5
TIA
Traphagen Investment Advisors
New Jersey
-$8.74M
Name Holding Trade Value Shares
Change 		Shares
Change %
LWM
101
Liberty Wealth Management
California
$6.36M +$995K +11,066 +19%
SB
102
Strategic Blueprint
Georgia
$6.33M +$2.12M +23,569 +50%
SWM
103
Southern Wealth Management
Texas
$6.02M +$4.61M +51,267 +326%
SFS
104
Sowell Financial Services
Arkansas
$5.97M -$101K -1,126 -2%
OAM
105
Oppenheimer Asset Management
New York
$5.93M -$291K -3,235 -5%
WFPG
106
Waller Financial Planning Group
Ohio
$5.92M -$88.7K -987 -1%
LFG
107
LifePlan Financial Group
Ohio
$5.83M +$38.6K +429 +0.7%
CB
108
Commerce Bank
Missouri
$5.81M +$382K +4,245 +7%
CG
109
Colony Group
Massachusetts
$5.79M -$106K -1,182 -2%
RA
110
RFG Advisory
Alabama
$5.7M +$1.42M +15,837 +33%
Macquarie Group
111
Macquarie Group
Australia
$5.69M – – –
BJL
112
Brighton Jones LLC
Washington
$5.61M -$9.17K -102 -0.2%
DE
113
Day & Ennis
Georgia
$5.55M +$471K +5,448 +9%
EH
114
Equitable Holdings
New York
$5.52M +$801K +8,913 +17%
JRP
115
Jasper Ridge Partners
California
$5.34M – – –
BCM
116
Brookstone Capital Management
Illinois
$5.33M -$4.89M -54,371 -48%
PWA
117
Physician Wealth Advisors
Utah
$5.3M -$39.3K -451 -0.7%
CAM
118
Concorde Asset Management
Michigan
$5.21M +$158K +1,760 +3%
WP
119
WealthShield Partners
North Carolina
$5.04M +$682K +7,592 +16%
T
120
TRUADVICE
Florida
$5.03M +$5.03M +55,510 New
FFN
121
Focus Financial Network
Minnesota
$4.86M +$1.4M +15,579 +40%
NP
122
NorthRock Partners
Minnesota
$4.85M -$128K -1,424 -3%
HGWM
123
Horst & Graben Wealth Management
Oregon
$4.78M +$1.18M +13,134 +33%
FMP
124
Financial Management Professionals
Texas
$4.76M -$390K -4,341 -8%
NHC
125
Nicholas Hoffman & Company
Georgia
$4.72M +$13.9K +155 +0.3%
3 4
5
6 7