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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 %
FIA
126
Foundations Investment Advisors
Arizona
$4.7M +$1.95M +21,578 +71%
CCMG
127
Clark Capital Management Group
Pennsylvania
$4.61M +$723K +8,041 +19%
AAS
128
Avantax Advisory Services
Texas
$4.59M +$3.68M +40,950 +406%
IA
129
IndexIQ Advisors
New York
$4.59M +$1.1M +12,274 +32%
ECG
130
Edge Capital Group
Georgia
$4.53M +$4.53M +50,429 New
DSN
131
D. Scott Neal
Kentucky
$4.53M +$4.53M +50,394 New
CCA
132
Checchi Capital Advisers
California
$4.5M +$233K +2,588 +5%
Northern Trust
133
Northern Trust
Illinois
$4.5M -$87.9K -978 -2%
Baird Financial Group
134
Baird Financial Group
Wisconsin
$4.5M +$87.9K +978 +2%
IFS
135
Ifrah Financial Services
Arkansas
$4.49M +$9.89K +110 +0.2%
OCM
136
One Capital Management
California
$4.48M -$304K -3,380 -6%
GP
137
Girard Partners
Pennsylvania
$4.4M -$170K -1,892 -4%
CCM
138
Condor Capital Management
New Jersey
$4.36M -$131K -1,457 -3%
PPWM
139
PFG Private Wealth Management
Florida
$4.28M -$38.3K -426 -0.9%
PFP
140
Pinnacle Financial Partners
Tennessee
$4.18M -$134K -1,493 -3%
AW
141
ACG Wealth
Georgia
$4.18M -$921K -10,251 -18%
LA
142
LVW Advisors
New York
$4.18M +$3.42M +38,065 +454%
APA
143
American Portfolios Advisors
New York
$4.1M -$103K -1,148 -2%
CA
144
Cetera Advisors
Colorado
$4.1M +$856K +9,529 +26%
BHWM
145
Bay Harbor Wealth Management
Maryland
$4.1M +$535K +5,951 +15%
WP
146
WealthPLAN Partners
Nebraska
$4.01M -$26.9K -285 -0.7%
Creative Planning
147
Creative Planning
Kansas
$3.86M +$2.33M +25,978 +153%
HSBC Holdings
148
HSBC Holdings
United Kingdom
$3.76M -$130K -1,448 -3%
MPW
149
MA Private Wealth
California
$3.67M – – –
TF
150
Trek Financial
Arizona
$3.66M +$57.4K +639 +2%
4 5
6
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