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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 %
RSWM
151
Robertson Stephens Wealth Management
California
$3.64M -$7.19K -80 -0.2%
1IA
152
1834 Investment Advisors
Wisconsin
$3.56M -$70.7K -787 -2%
CCFM
153
Clear Creek Financial Management
Washington
$3.47M -$1.62M -18,008 -32%
AF
154
Advisornet Financial
Minnesota
$3.39M +$104K +1,154 +3%
SPC
155
Sigma Planning Corp
Michigan
$3.37M +$475K +5,286 +16%
CAPTRUST Financial Advisors
156
CAPTRUST Financial Advisors
North Carolina
$3.31M +$294K +3,243 +10%
SCA
157
Snowden Capital Advisors
New York
$3.23M -$44.8K -498 -1%
ASN
158
Advisory Services Network
Georgia
$3.22M +$337K +3,753 +12%
MCIA
159
Mountain Capital Investment Advisors
Colorado
$3.19M +$2.96M +31,903 +1,327%
CC
160
Cassaday & Co
Virginia
$3.17M -$33.7K -375 -1%
PFBT
161
Parkside Financial Bank & Trust
Missouri
$3.16M -$809K -8,999 -20%
SSWM
162
Sheets Smith Wealth Management
North Carolina
$3.15M +$25.3K +281 +0.8%
GT
163
Glenmede Trust
Pennsylvania
$3.1M +$7.91K +88 +0.3%
BWL
164
Bogart Wealth LLC
Virginia
$3.08M +$3.06K +34 +0.1%
OFG
165
Omega Financial Group
California
$3.07M +$258K +2,866 +9%
W
166
Wealthquest
Ohio
$3.03M +$11.3K +126 +0.4%
DADC
167
D.A. Davidson & Co
Montana
$2.96M +$14.1K +157 +0.5%
DI
168
Disciplined Investments
Oklahoma
$2.93M -$6.02K -67 -0.2%
SMG
169
Smart Money Group
Texas
$2.85M +$410K +4,559 +17%
FT
170
Fiduciary Trust
Massachusetts
$2.82M -$4.41K -49 -0.2%
GWMIA
171
Global Wealth Management Investment Advisory
Florida
$2.72M -$604K -6,722 -18%
CAN
172
Cetera Advisor Networks
California
$2.62M +$526K +5,849 +25%
IA
173
IFP Advisors
Florida
$2.54M +$1.06M +11,747 +72%
MWM
174
Merriman Wealth Management
Washington
$2.53M +$989 +11 +0%
Natixis Advisors
175
Natixis Advisors
Massachusetts
$2.52M +$287K +3,197 +13%
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