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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 %
Mercer Global Advisors
176
Mercer Global Advisors
Colorado
$2.51M +$505K +5,621 +25%
CIC
177
Carnegie Investment Counsel
Ohio
$2.47M -$40.1K -446 -2%
TC
178
TAP Consulting
Missouri
$2.47M +$1.1M +12,275 +81%
MYIA
179
Mount Yale Investment Advisors
Colorado
$2.43M +$93.2K +1,037 +4%
TCA
180
Transcend Capital Advisors
New Jersey
$2.41M +$716K +7,970 +42%
MAFM
181
Mid Atlantic Financial Management
Pennsylvania
$2.34M -$284K -3,000 -11%
CFS
182
Cannon Financial Strategists
Georgia
$2.32M -$3.51K -39 -0.2%
UCFA
183
United Capital Financial Advisors
Texas
$2.29M +$196K +2,182 +9%
PG
184
Patten Group
Tennessee
$2.26M +$80.7K +898 +4%
PAG
185
Private Advisor Group
New Jersey
$2.23M -$3.07K -35 -0.1%
VA
186
Valmark Advisers
Ohio
$2.23M +$244K +2,709 +12%
AA
187
Advisory Alpha
Michigan
$2.2M +$163K +1,800 +8%
WI
188
Wintrust Investments
Illinois
$2.16M +$2.16M +24,006 New
TC
189
Telemus Capital
Michigan
$2.15M – – –
RCA
190
Rowland Carmichael Advisors
Arizona
$2.14M +$90.9K +1,011 +4%
22CM
191
20/20 Capital Management
California
$2.14M -$74.6K -830 -3%
CWM
192
Cornerstone Wealth Management
Missouri
$2.13M -$188K -2,094 -8%
GVAG
193
Great Valley Advisor Group
Delaware
$2.12M +$852K +9,478 +67%
TNB
194
TCF National Bank
South Dakota
$1.98M +$332K +3,694 +20%
TPCW
195
TD Private Client Wealth
New York
$1.96M +$414K +4,601 +27%
PWAG
196
Polaris Wealth Advisory Group
California
$1.93M +$1.93M +21,098 New
HFA
197
HC Financial Advisors
California
$1.88M -$27K -300 -1%
VHAM
198
Van Hulzen Asset Management
California
$1.87M +$43.5K +484 +2%
TPWA
199
TRUE Private Wealth Advisors
Oregon
$1.87M -$603K -6,710 -24%
PPP
200
Private Portfolio Partners
New Jersey
$1.86M +$161K +1,791 +9%
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