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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 %
HNB
201
Huntington National Bank
Ohio
$1.85M -$1.73M – –
KFI
202
Key Financial Inc
Pennsylvania
$1.82M -$106K -1,185 -6%
WA
203
Wambolt & Associates
Colorado
$1.78M +$79.7K +886 +5%
AF
204
Affiance Financial
Minnesota
$1.76M -$92.4K -1,028 -5%
FPF
205
First Pacific Financial
Washington
$1.74M +$1.74M +19,367 New
LWP
206
Legacy Wealth Planning
Nevada
$1.74M -$68.5K -762 -4%
A
207
AdvicePeriod
California
$1.73M +$1.43M +15,960 +479%
RC
208
Rinet Company
Massachusetts
$1.67M -$10.2K -113 -0.6%
DY
209
Dowling & Yahnke
California
$1.66M -$289K -3,216 -15%
MWM
210
MBE Wealth Management
Wisconsin
$1.65M – – –
WWM
211
Western Wealth Management
Colorado
$1.63M +$329K +3,663 +25%
MIM
212
Macroview Investment Management
Maryland
$1.58M +$169K +1,877 +12%
FMTC
213
Farmers & Merchants Trust Company
California
$1.56M – – –
KOMWMG
214
Kerntke Otto McGlone Wealth Management Group
Wisconsin
$1.54M +$1.54M +17,167 New
CAS
215
Cascadia Advisory Services
Oregon
$1.49M -$293K -3,263 -16%
LFAS
216
Level Four Advisory Services
Texas
$1.46M -$154K -1,710 -10%
GWM
217
Geneos Wealth Management
Colorado
$1.45M -$148K -1,658 -9%
AAM
218
Autus Asset Management
Arizona
$1.44M +$75.3K +838 +6%
VC
219
Veracity Capital
Georgia
$1.42M +$456K +5,074 +47%
PCG
220
Private Capital Group
Connecticut
$1.41M -$1.89K -21 -0.1%
Fiera Capital (Canada)
221
Fiera Capital (Canada)
Quebec, Canada
$1.41M +$259K +2,883 +23%
JIR
222
James Investment Research
Ohio
$1.39M +$217K +2,409 +19%
VWA
223
Visionary Wealth Advisors
Illinois
$1.38M +$1.38M +15,317 New
CF
224
Centaurus Financial
California
$1.37M +$1.37M +15,205 New
CI
225
CX Institutional
Indiana
$1.35M -$46.1K -513 -3%
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