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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
$339M
2
Citadel Advisors
Citadel Advisors
Florida
$29.5M
3
Bank of America
Bank of America
North Carolina
$549M
4
FSWA
Financial Synergies Wealth Advisors
Texas
$33.9M
5
Envestnet Asset Management
Envestnet Asset Management
Illinois
$1.64B

Top Sellers

1
Truist Financial
Truist Financial
North Carolina
$93.7M
2
Jones Financial Companies
Jones Financial Companies
Missouri
$688M
3
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT)
United Kingdom
$0
4
RIG
RiverFront Investment Group
Virginia
$117M
5
CI Investments Inc
CI Investments Inc
Ontario, Canada
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$1.64B +$15.9M +157,195 +1%
Jones Financial Companies
2
Jones Financial Companies
Missouri
$688M -$24.5M -242,964 -3%
Bank of America
3
Bank of America
North Carolina
$549M +$29.4M +291,828 +6%
BlackRock
4
BlackRock
New York
$383M +$4.23M +41,922 +1%
Morgan Stanley
5
Morgan Stanley
New York
$339M +$132M +1,304,250 +63%
LPL Financial
6
LPL Financial
California
$302M +$5.16M +51,174 +2%
Wells Fargo
7
Wells Fargo
California
$218M -$1.85M -18,369 -0.8%
Fidelity Investments
8
Fidelity Investments
Massachusetts
$189M -$6.28M -62,256 -3%
Osaic Holdings
9
Osaic Holdings
Arizona
$172M +$90.9K +900 +0.1%
PAS
10
Park Avenue Securities
New York
$171M -$5.26M -52,160 -3%
PNC Financial Services Group
11
PNC Financial Services Group
Pennsylvania
$145M -$1.11M -10,972 -0.8%
Janney Montgomery Scott
12
Janney Montgomery Scott
Pennsylvania
$141M -$5.97M -59,171 -4%
US Bancorp
13
US Bancorp
Minnesota
$122M -$1.88M -18,657 -2%
Carson Wealth (CWM LLC)
14
Carson Wealth (CWM LLC)
Nebraska
$119M – – –
RIG
15
RiverFront Investment Group
Virginia
$117M -$8.6M -85,199 -7%
JPMorgan Chase & Co
16
JPMorgan Chase & Co
New York
$95.1M -$1.15M -11,404 -1%
Truist Financial
17
Truist Financial
North Carolina
$93.7M -$40.4M -399,871 -30%
PSUF
18
People's United Financial
Connecticut
$88.1M -$1.19M -11,814 -1%
MML Investors Services
19
MML Investors Services
Massachusetts
$81.9M +$5.4M +53,561 +7%
Ameriprise
20
Ameriprise
Minnesota
$81.9M +$3.55M +35,192 +5%
Bank of New York Mellon
21
Bank of New York Mellon
New York
$75.2M +$2.81M +27,830 +4%
MOACM
22
Mutual of America Capital Management
New York
$75M +$1.03M +10,185 +1%
UBS Group
23
UBS Group
Switzerland
$71.1M -$2.46M -24,408 -3%
Northwestern Mutual Wealth Management
24
Northwestern Mutual Wealth Management
Wisconsin
$68M +$3.23M +32,042 +5%
Commonwealth Equity Services
25
Commonwealth Equity Services
Massachusetts
$64.5M -$752K -7,456 -1%
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