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iShares MSCI EAFE Growth ETF
EFG

Overview Fund Activity

361 hedge funds and large institutions have $3.46B invested in iShares MSCI EAFE Growth ETF in 2019 Q4 according to their latest regulatory filings, with 77 funds opening new positions, 112 increasing their positions, 96 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
361
Holders Change
+54
Holders Change %
+17.59%
% of All Funds
7.13%
Holding in Top 10
18
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+12.5%
% of All Funds
0.36%
New
77
Increased
112
Reduced
96
Closed
19
Calls
$458K
Puts
–
Net Calls
+$458K
Net Calls Change
+$458K

Top Buyers

1
Jones Financial Companies
Jones Financial Companies
Missouri
$643M
2
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$51.2M
3
Truist Financial
Truist Financial
North Carolina
$52.8M
4
Bank of America
Bank of America
North Carolina
$201M
5
IA
IndexIQ Advisors
New York
$10.5M

Top Sellers

1
M&T Bank
M&T Bank
New York
$0
2
PSUF
People's United Financial
Connecticut
$54.1M
3
Jane Street
Jane Street
New York
$9.13M
4
Fidelity Investments
Fidelity Investments
Massachusetts
$401M
5
TC
Trilogy Capital
California
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
Jones Financial Companies
1
Jones Financial Companies
Missouri
$643M +$283M +3,269,878 +79%
Fidelity Investments
2
Fidelity Investments
Massachusetts
$401M -$13M -150,141 -3%
Bank of America
3
Bank of America
North Carolina
$201M +$18.7M +215,937 +10%
Wells Fargo
4
Wells Fargo
California
$184M -$746K -8,628 -0.4%
PNC Financial Services Group
5
PNC Financial Services Group
Pennsylvania
$148M +$165K +1,903 +0.1%
RIG
6
RiverFront Investment Group
Virginia
$133M -$8.83M -102,061 -6%
Carson Wealth (CWM LLC)
7
Carson Wealth (CWM LLC)
Nebraska
$119M – – –
US Bancorp
8
US Bancorp
Minnesota
$104M +$5.21M +60,211 +5%
RJA
9
Raymond James & Associates
Florida
$94.2M +$1.46M +16,931 +2%
Morgan Stanley
10
Morgan Stanley
New York
$70.8M +$5.25M +60,695 +8%
MOACM
11
Mutual of America Capital Management
New York
$59.9M +$4.04M +46,726 +7%
PSUF
12
People's United Financial
Connecticut
$54.1M -$42M -485,818 -44%
Truist Financial
13
Truist Financial
North Carolina
$52.8M +$29M +334,878 +121%
JPMorgan Chase & Co
14
JPMorgan Chase & Co
New York
$51.2M +$31.2M +361,367 +157%
CCT
15
Country Club Trust
Missouri
$43.2M +$331K +3,850 +0.8%
SS
16
Simplicity Solutions
Minnesota
$41.3M +$1.02M +11,751 +3%
RWP
17
RWA Wealth Partners
Massachusetts
$40.9M +$567K +6,562 +1%
AWM
18
AE Wealth Management
Kansas
$40.5M +$1.69M +19,561 +4%
BlackRock
19
BlackRock
New York
$37.3M -$2.39M -27,615 -6%
UBS Group
20
UBS Group
Switzerland
$36.2M -$603K -6,976 -2%
FWP
21
FAS Wealth Partners
Kansas
$34.1M +$377K +4,357 +1%
Ameriprise
22
Ameriprise
Minnesota
$31.4M +$506K +5,854 +2%
Royal Bank of Canada
23
Royal Bank of Canada
Ontario, Canada
$30.2M +$7.42M +85,754 +32%
Envestnet Asset Management
24
Envestnet Asset Management
Illinois
$28.3M +$4.24M +49,018 +18%
Northwestern Mutual Wealth Management
25
Northwestern Mutual Wealth Management
Wisconsin
$27.7M +$2.65M +30,661 +11%
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