iShares MSCI EAFE Growth ETF
211 hedge funds and large institutions have $1.74B invested in iShares MSCI EAFE Growth ETF in 2017 Q1 according to their latest regulatory filings, with 20 funds opening new positions, 76 increasing their positions, 75 reducing their positions, and 19 closing their positions.
29% more funds holding in top 10
Funds holding in top 10: 7 → 9 (+2)
5% more capital invested
Capital invested by funds: $1.65B → $1.74B (+$87.6M)
5% more first-time investments, than exits
New positions opened: 20 | Existing positions closed: 19
1% more repeat investments, than reductions
Existing positions increased: 76 | Existing positions reduced: 75
0.21% less ownership
Funds ownership: 68.23% → 68.02% (-0.21%)
0% less funds holding
Funds holding: 212 → 211 (-1)
100% less call options, than puts
Call options by funds: $0 | Put options by funds: $327K
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
RIG
RiverFront Investment Group
Richmond,
Virginia
|
+$37M |
| 2 |
GI
Glovista Investments
Jersey City,
New Jersey
|
+$29M |
| 3 |
Jones Financial Companies
Des Peres,
Missouri
|
+$11.3M |
| 4 |
RJA
Raymond James & Associates
St Petersburg,
Florida
|
+$8.04M |
| 5 |
LMIM
Lockheed Martin Investment Management
Bethesda,
Maryland
|
+$4.12M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Fidelity Investments
Boston,
Massachusetts
|
-$54.3M |
| 2 |
Bank of America
Charlotte,
North Carolina
|
-$33.1M |
| 3 |
Bank of Montreal
Toronto,
Ontario, Canada
|
-$25.7M |
| 4 |
BDF
Balasa Dinverno & Foltz
|
-$16.7M |
| 5 |
SCM
SCS Capital Management
Boston,
Massachusetts
|
-$7.75M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
226
Manulife (Manufacturers Life Insurance)
Canada,
Ontario, Canada
| – | -$286K | -4,492 | Closed |
|
|
FFA
227
First Foundation Advisors
Irvine,
California
| – | -$276K | -4,341 | Closed |
|
|
CBT
228
Central Bank & Trust
Lexington,
Kentucky
| – | -$35K | -552 | Closed |
|
|
SFS
229
Sowell Financial Services
North Little Rock,
Arkansas
| – | -$30K | -453 | Closed |
|
|
AA
230
Ancora Advisors
Cleveland,
Ohio
| – | -$2K | -30 | Closed |
|
EFG Hedge Fund Activity: Q1 2017 in Review
211 of the 4,017 institutional investors tracked by Wall St. Rank reported a position in iShares MSCI EAFE Growth ETF (EFG) for Q1 2017, worth a combined $1.74B — up 5.3% from $1.65B a quarter earlier.
Buyers outnumbered sellers: 20 funds opened new EFG positions and 19 closed out — a net gain of 1 holder — while 76 added to existing stakes and 75 trimmed.
The largest buyer was RiverFront Investment Group, adding an estimated $37M. The largest seller was Fidelity Investments, cutting an estimated $54.3M.
- 211 institutional investors held iShares MSCI EAFE Growth ETF (EFG) as of Q1 2017, down from 212 in Q4 2016.
- Funds reported $1.74B of iShares MSCI EAFE Growth ETF stock for Q1 2017, up 5.3% quarter-over-quarter.
- 20 funds opened new iShares MSCI EAFE Growth ETF positions in Q1 2017 and 19 closed out, a net change of +1 holder.
- The largest iShares MSCI EAFE Growth ETF buyer in Q1 2017 was RiverFront Investment Group, an estimated $37M added.
- The largest iShares MSCI EAFE Growth ETF seller in Q1 2017 was Fidelity Investments, an estimated $54.3M sold.
Based on aggregated 13F filings for Q1 2017.