EFG icon

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 %
1IA
201
1834 Investment Advisors
Wisconsin
$3.02M -$982K -9,730 -25%
Natixis Advisors
202
Natixis Advisors
Massachusetts
$2.95M +$122K +1,204 +4%
IA
203
IFP Advisors
Florida
$2.93M +$81.7K +807 +3%
PAG
204
Private Advisor Group
New Jersey
$2.93M +$359K +3,558 +14%
GWMIA
205
Global Wealth Management Investment Advisory
Florida
$2.93M -$133K -1,315 -4%
Mercer Global Advisors
206
Mercer Global Advisors
Colorado
$2.87M +$51.4K +509 +2%
NFG
207
Next Financial Group
Texas
$2.87M +$2.07M +20,511 +259%
CC
208
Copperleaf Capital
North Carolina
$2.78M +$2.78M +27,566 New
FNT
209
First National Trust
Pennsylvania
$2.78M +$2.78M +27,556 New
PG
210
Patten Group
Tennessee
$2.78M +$239K +2,373 +9%
CI
211
CX Institutional
Indiana
$2.74M +$1.23M +12,204 +81%
CIC
212
Carnegie Investment Counsel
Ohio
$2.68M -$92.8K -919 -3%
Macquarie Group
213
Macquarie Group
Australia
$2.65M +$2.65M +26,230 New
MYIA
214
Mount Yale Investment Advisors
Colorado
$2.62M -$111K -1,101 -4%
CFS
215
Cannon Financial Strategists
Georgia
$2.6M -$6.16K -61 -0.2%
MAFM
216
Mid Atlantic Financial Management
Pennsylvania
$2.6M +$106K +1,053 +4%
LFA
217
Lighthouse Financial Advisors
Maryland
$2.53M +$2.53M +25,121 New
Susquehanna International Group
218
Susquehanna International Group
Pennsylvania
$2.51M +$2.51M +24,890 New
AA
219
Advisory Alpha
Michigan
$2.5M +$43.9K +435 +2%
RCA
220
Rowland Carmichael Advisors
Arizona
$2.5M +$88.4K +876 +4%
VA
221
Valmark Advisers
Ohio
$2.48M -$25.9K -257 -1%
Koshinski Asset Management
222
Koshinski Asset Management
Illinois
$2.43M -$125K -1,240 -5%
MIM
223
Macroview Investment Management
Maryland
$2.36M +$577K +5,716 +32%
AAS
224
Avantax Advisory Services
Texas
$2.35M -$2.81M -27,760 -54%
TC
225
Telemus Capital
Michigan
$2.34M -$35.8K -355 -2%
7 8
9
10 11