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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
+$132M
2
Citadel Advisors
Citadel Advisors
Florida
+$29.5M
3
Bank of America
Bank of America
North Carolina
+$29.4M
4
FSWA
Financial Synergies Wealth Advisors
Texas
+$20M
5
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$15.9M

Top Sellers

1
Truist Financial
Truist Financial
North Carolina
-$40.4M
2
Jones Financial Companies
Jones Financial Companies
Missouri
-$24.5M
3
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT)
United Kingdom
-$22.1M
4
RIG
RiverFront Investment Group
Virginia
-$8.6M
5
CI Investments Inc
CI Investments Inc
Ontario, Canada
-$8.48M
Name Holding Trade Value Shares
Change 		Shares
Change %
OAM
126
Oppenheimer Asset Management
New York
$6.33M -$325K -3,225 -5%
SXL
127
Summit X LLC
Missouri
$6.28M -$3.33M -32,945 -35%
FI
128
FormulaFolio Investments
Michigan
$6.22M +$6.22M +61,626 New
BCA
129
Biltmore Capital Advisors
New Jersey
$6.17M +$5.2M +51,522 +538%
BJL
130
Brighton Jones LLC
Washington
$6.1M -$197K -1,954 -3%
WFPG
131
Waller Financial Planning Group
Ohio
$6.05M -$599K -5,933 -9%
JRP
132
Jasper Ridge Partners
California
$5.99M – – –
RA
133
RFG Advisory
Alabama
$5.97M -$596K -5,754 -9%
VWM
134
Venturi Wealth Management
Texas
$5.71M -$1.96M -19,465 -26%
CCA
135
Checchi Capital Advisers
California
$5.63M +$577K +5,722 +11%
FMP
136
Financial Management Professionals
Texas
$5.62M +$272K +2,691 +5%
DSN
137
D. Scott Neal
Kentucky
$5.61M +$524K +5,191 +10%
Creative Planning
138
Creative Planning
Kansas
$5.6M +$1.26M +12,529 +29%
OWA
139
Outlook Wealth Advisors
Texas
$5.39M +$5.39M +53,454 New
NHC
140
Nicholas Hoffman & Company
Georgia
$5.31M +$3.63K +36 +0.1%
NP
141
NorthRock Partners
Minnesota
$5.27M -$172K -1,704 -3%
CAM
142
Concorde Asset Management
Michigan
$5.26M -$588K -5,823 -10%
BSW
143
Buckingham Strategic Wealth
Missouri
$5.25M +$5.25M +52,008 New
ECG
144
Edge Capital Group
Georgia
$5.23M +$146K +1,443 +3%
FF
145
Fluent Financial
Texas
$5.21M +$5.21M +51,657 New
PPWM
146
PFG Private Wealth Management
Florida
$5.16M +$358K +3,548 +7%
Northern Trust
147
Northern Trust
Illinois
$5.13M +$75.9K +752 +2%
Baird Financial Group
148
Baird Financial Group
Wisconsin
$5.05M +$3.13K +31 +0.1%
CCM
149
Condor Capital Management
New Jersey
$4.88M -$13K -129 -0.3%
VFA
150
Valeo Financial Advisors
Indiana
$4.76M +$4.61M +45,692 +3,171%
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