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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 %
MGIA
101
Moneta Group Investment Advisors
Missouri
$7.72M +$207K +2,055 +3%
SPIA
102
Steward Partners Investment Advisory
New York
$7.7M -$237K -2,348 -3%
MAS
103
Managed Account Services
Florida
$7.67M -$116K -1,125 -1%
BRWA
104
B. Riley Wealth Advisors
Florida
$7.53M -$492K -4,880 -6%
IA
105
IndexIQ Advisors
New York
$7.44M +$2.29M +22,716 +45%
Goldman Sachs
106
Goldman Sachs
New York
$7.43M +$231K +2,294 +3%
PWA
107
Physician Wealth Advisors
Utah
$7.31M +$987K +9,486 +16%
UCFA
108
United Capital Financial Advisors
Texas
$7.3M +$4.72M +46,823 +184%
SL
109
SWMG LLC
Texas
$7.25M +$7.25M +71,679 New
LWM
110
Liberty Wealth Management
California
$7.19M +$23.5K +232 +0.3%
HGWM
111
Horst & Graben Wealth Management
Oregon
$7.16M +$1.79M +17,749 +33%
FIA
112
Foundations Investment Advisors
Arizona
$7.06M +$1.67M +16,150 +31%
EL
113
EQ LLC
Washington
$6.97M +$6.97M +69,044 New
SWM
114
Southern Wealth Management
Texas
$6.91M +$149K +1,475 +2%
BCM
115
Brookstone Capital Management
Illinois
$6.91M +$922K +9,139 +15%
CB
116
Commerce Bank
Missouri
$6.77M +$248K +2,460 +4%
CCFM
117
Clear Creek Financial Management
Washington
$6.71M +$2.82M +27,953 +72%
T
118
TRUADVICE
Florida
$6.7M +$1.09M +10,783 +19%
SFS
119
Sowell Financial Services
Arkansas
$6.62M -$83K -822 -1%
EH
120
Equitable Holdings
New York
$6.59M +$400K +3,960 +6%
MCWS
121
McKinley Carter Wealth Services
West Virginia
$6.57M +$6.57M +65,094 New
CG
122
Colony Group
Massachusetts
$6.55M +$45.5K +451 +0.7%
DE
123
Day & Ennis
Georgia
$6.41M -$63.6K -630 -1%
BFG
124
Berger Financial Group
Minnesota
$6.41M +$6.41M +63,510 New
FFN
125
Focus Financial Network
Minnesota
$6.4M +$945K +9,363 +17%
3 4
5
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