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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 %
TF
176
Trek Financial
Arizona
$3.82M -$293K -2,902 -7%
CWA
177
Clearview Wealth Advisors
Oregon
$3.81M +$3.81M +37,797 New
ASN
178
Advisory Services Network
Georgia
$3.58M -$33.9K -336 -0.9%
OFG
179
Omega Financial Group
California
$3.58M +$134K +1,327 +4%
TCA
180
Transcend Capital Advisors
New Jersey
$3.56M +$849K +8,418 +31%
RIA
181
Regal Investment Advisors
Michigan
$3.55M +$3.55M +35,202 New
DADC
182
D.A. Davidson & Co
Montana
$3.52M +$201K +1,993 +6%
TWM
183
Tradition Wealth Management
Minnesota
$3.51M +$3.51M +34,787 New
GT
184
Glenmede Trust
Pennsylvania
$3.49M +$15.7K +156 +0.5%
SFA
185
Source Financial Advisors
New York
$3.48M +$3.48M +34,489 New
SSWM
186
Sheets Smith Wealth Management
North Carolina
$3.47M -$70.8K -702 -2%
BWL
187
Bogart Wealth LLC
Virginia
$3.46M -$2.62K -26 -0.1%
GM
188
GeoWealth Management
Illinois
$3.45M +$3.45M +34,203 New
DI
189
Disciplined Investments
Oklahoma
$3.39M +$99.5K +986 +3%
AW
190
ACG Wealth
Georgia
$3.33M -$1.36M -13,443 -29%
SAMC
191
Spectrum Asset Management (California)
California
$3.33M +$3.33M +32,966 New
PFBT
192
Parkside Financial Bank & Trust
Missouri
$3.3M -$243K -2,411 -7%
MIAN
193
Mariner Independent Advisor Network
Kansas
$3.29M +$2.05M +20,349 +167%
GVAG
194
Great Valley Advisor Group
Delaware
$3.26M +$878K +8,702 +37%
W
195
Wealthquest
Ohio
$3.25M -$143K -1,421 -4%
CC
196
Cassaday & Co
Virginia
$3.23M -$335K -3,317 -9%
TC
197
TAP Consulting
Missouri
$3.15M +$381K +3,775 +14%
FT
198
Fiduciary Trust
Massachusetts
$3.15M -$14.5K -144 -0.5%
MWM
199
Merriman Wealth Management
Washington
$3.09M +$251K +2,490 +9%
SPAS
200
Spectrum Planning & Advisory Services
California
$3.05M +$3.05M +30,177 New
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