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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
$1.45B
2
Bank of America
Bank of America
North Carolina
$463M
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
$56.8M

Top Sellers

1
Jones Financial Companies
Jones Financial Companies
Missouri
$630M
2
PNC Financial Services Group
PNC Financial Services Group
Pennsylvania
$130M
3
AWM
AE Wealth Management
Kansas
$42.8M
4
SS
Simplicity Solutions
Minnesota
$44.3M
5
TIA
Traphagen Investment Advisors
New Jersey
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$1.45B +$132M +1,473,075 +10%
Jones Financial Companies
2
Jones Financial Companies
Missouri
$630M -$25.9M -290,734 -4%
Bank of America
3
Bank of America
North Carolina
$463M +$52.2M +580,882 +13%
BlackRock
4
BlackRock
New York
$338M +$3.99M +44,408 +1%
LPL Financial
5
LPL Financial
California
$264M +$25.6M +284,647 +11%
Wells Fargo
6
Wells Fargo
California
$195M +$478K +5,316 +0.2%
Morgan Stanley
7
Morgan Stanley
New York
$185M +$13.3M +148,234 +8%
Fidelity Investments
8
Fidelity Investments
Massachusetts
$174M -$4.47M -49,692 -3%
PAS
9
Park Avenue Securities
New York
$157M +$7.37M +82,005 +5%
Osaic Holdings
10
Osaic Holdings
Arizona
$153M +$11.3M +126,176 +8%
Janney Montgomery Scott
11
Janney Montgomery Scott
Pennsylvania
$131M +$6.96M +77,457 +6%
PNC Financial Services Group
12
PNC Financial Services Group
Pennsylvania
$130M -$22.4M -248,974 -15%
Truist Financial
13
Truist Financial
North Carolina
$119M +$1.08M +12,038 +0.9%
Carson Wealth (CWM LLC)
14
Carson Wealth (CWM LLC)
Nebraska
$119M – – –
RIG
15
RiverFront Investment Group
Virginia
$112M -$3.28M -36,451 -3%
US Bancorp
16
US Bancorp
Minnesota
$110M -$4.59M -51,045 -4%
ECM
17
ETrade Capital Management
Virginia
$105M +$21.7M +241,060 +26%
JPMorgan Chase & Co
18
JPMorgan Chase & Co
New York
$86.2M +$3.75M +41,493 +5%
PSUF
19
People's United Financial
Connecticut
$79.6M -$7.26M -80,761 -8%
Ameriprise
20
Ameriprise
Minnesota
$69.7M +$4.99M +55,646 +8%
MML Investors Services
21
MML Investors Services
Massachusetts
$68.2M +$5.49M +61,038 +9%
MOACM
22
Mutual of America Capital Management
New York
$65.9M +$2.07M +23,047 +3%
UBS Group
23
UBS Group
Switzerland
$65.5M +$7.08M +78,739 +12%
Bank of New York Mellon
24
Bank of New York Mellon
New York
$64.5M +$8.02M +89,179 +14%
M&T Bank
25
M&T Bank
New York
$58.9M -$1.4M -15,592 -2%
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