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iShares MSCI EAFE Growth ETF

444 hedge funds and large institutions have $6.42B invested in iShares MSCI EAFE Growth ETF in 2020 Q2 according to their latest regulatory filings, with 131 funds opening new positions, 140 increasing their positions, 112 reducing their positions, and 28 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
444
Holders Change
+101
Holders Change %
+29.45%
% of All Funds
9.13%
Holding in Top 10
34
Holding in Top 10 Change
+15
Holding in Top 10 Change %
+78.95%
% of All Funds
0.7%
New
131
Increased
140
Reduced
112
Closed
28
Calls
$391K
Puts
$558K
Net Calls
-$167K
Net Calls Change
-$473K
Name Holding Trade Value Shares
Change
Shares
Change %
SSWM
151
Sheets Smith Wealth Management
North Carolina
$2.89M +$2.26M +27,164 +358%
NL
152
NWAM LLC
Washington
$2.87M +$2.87M +34,517 New
GT
153
Glenmede Trust
Pennsylvania
$2.86M -$220K -2,643 -7%
BWL
154
Bogart Wealth LLC
Virginia
$2.85M +$24.5K +295 +0.9%
W
155
Wealthquest
Ohio
$2.79M +$2.79M +33,531 New
CAPTRUST Financial Advisors
156
CAPTRUST Financial Advisors
North Carolina
$2.78M -$4.71M -56,319 -63%
DADC
157
D.A. Davidson & Co
Montana
$2.72M +$578K +6,956 +27%
DI
158
Disciplined Investments
Oklahoma
$2.72M +$589K +7,092 +28%
SPC
159
Sigma Planning Corp
Michigan
$2.67M +$2.34M +28,198 +714%
ASN
160
Advisory Services Network
Georgia
$2.67M +$122K +1,468 +5%
FT
161
Fiduciary Trust
Massachusetts
$2.61M -$266K -3,204 -9%
OFG
162
Omega Financial Group
California
$2.6M +$222K +2,668 +9%
FIA
163
Foundations Investment Advisors
Arizona
$2.57M +$2.57M +30,457 New
RIA
164
Regal Investment Advisors
Michigan
$2.49M +$2.49M +29,995 New
MWM
165
Merriman Wealth Management
Washington
$2.34M +$1.1M +13,198 +89%
CIC
166
Carnegie Investment Counsel
Ohio
$2.32M -$40.1K -482 -2%
MAFM
167
Mid Atlantic Financial Management
Pennsylvania
$2.3M +$2.3M +27,692 New
TPWA
168
TRUE Private Wealth Advisors
Oregon
$2.29M +$2.29M +27,542 New
SMG
169
Smart Money Group
Texas
$2.26M +$2.26M +27,170 New
Koshinski Asset Management
170
Koshinski Asset Management
Illinois
$2.24M +$98.1K +1,181 +5%
HIM
171
Hanlon Investment Management
New Jersey
$2.17M +$2.17M +26,119 New
22CM
172
20/20 Capital Management
California
$2.17M -$657K -7,463 -23%
MYIA
173
Mount Yale Investment Advisors
Colorado
$2.16M +$2.16M +26,007 New
CFS
174
Cannon Financial Strategists
Georgia
$2.15M -$307K -3,695 -12%
CWM
175
Cornerstone Wealth Management
Missouri
$2.14M +$2.14M +25,747 New