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iShares MSCI EAFE Growth ETF

247 hedge funds and large institutions have $2.14B invested in iShares MSCI EAFE Growth ETF in 2017 Q3 according to their latest regulatory filings, with 32 funds opening new positions, 93 increasing their positions, 57 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

146% more first-time investments, than exits

New positions opened: 32 | Existing positions closed: 13

63% more repeat investments, than reductions

Existing positions increased: 93 | Existing positions reduced: 57

25% more funds holding in top 10

Funds holding in top 10: 810 (+2)

8% more capital invested

Capital invested by funds: $1.97B → $2.14B (+$168M)

7% more funds holding

Funds holding: 230247 (+17)

0.44% more ownership

Funds ownership: 66.59%67.03% (+0.44%)

100% less call options, than puts

Call options by funds: $0 | Put options by funds: $673K

Holders
247
Holders Change
+17
Holders Change %
+7.39%
% of All Funds
6.16%
Holding in Top 10
10
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+25%
% of All Funds
0.25%
New
32
Increased
93
Reduced
57
Closed
13
Calls
Puts
$673K
Net Calls
-$673K
Net Calls Change
+$215K
Name Holding Trade Value Shares
Change
Change in
Stake
IIC
226
Integrated Investment Consultants
Michigan
$25K -$606 -8 -2%
CPIG
227
Chicago Partners Investment Group
Illinois
$21K -$119K -1,575 -85%
BlackRock
228
BlackRock
New York
$19K
AWMS
229
Advocacy Wealth Management Services
Georgia
$18K
AF
230
Allworth Financial
California
$18K
SSB
231
Sandy Spring Bank
Maryland
$18K
BFEC
232
Benjamin F. Edwards & Company
Missouri
$15K
First Manhattan
233
First Manhattan
New York
$14K +$9.47K +125 +202%
GRP
234
Global Retirement Partners
California
$12K +$2.12K +28 +22%
BBPWM
235
Blue Bell Private Wealth Management
Pennsylvania
$8K
Barclays
236
Barclays
United Kingdom
$8K +$7.5K +99 New
AC
237
Alexandria Capital
Virginia
$7K +$6.44K +85 New
FIB
238
First Interstate Bank
Montana
$6K
CAW
239
Cornerstone Advisors (Washington)
Washington
$5K
BWL
240
Bogart Wealth LLC
Virginia
$5K +$5.15K +68 New
JCM
241
Jacobi Capital Management
Pennsylvania
$5K +$5.15K +68 New
MWM
242
Mascoma Wealth Management
New Hampshire
$4K
SQA
243
Simon Quick Advisors
New Jersey
$4K +$4.4K +58 New
WAP
244
Wealthcare Advisory Partners
Pennsylvania
$3K +$2.96K +39 New
FDCDDQ
245
Federation des caisses Desjardins du Quebec
Quebec, Canada
$1.08K
TFA
246
Transamerica Financial Advisors
Florida
$1K
SS
247
Simplicity Solutions
Minnesota
-$9.12M -123,304 Closed
CAAS
248
Capital Asset Advisory Services
Michigan
-$2.05M -27,817 Closed
Janus Henderson Group
249
Janus Henderson Group
United Kingdom
-$2.05M -27,767 Closed
SG
250
StoneX Group
New York
-$1.2M -16,186 Closed

EFG Hedge Fund Activity: Q3 2017 in Review

247 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in iShares MSCI EAFE Growth ETF (EFG) for Q3 2017, worth a combined $2.14B — up 8.5% from $1.97B a quarter earlier.

Buyers outnumbered sellers: 32 funds opened new EFG positions and 13 closed out — a net gain of 19 holders — while 93 added to existing stakes and 57 trimmed.

The largest buyer was Fidelity Investments, adding an estimated $29.3M. The largest seller was Jane Street, cutting an estimated $36.8M.

  • 247 institutional investors held iShares MSCI EAFE Growth ETF (EFG) as of Q3 2017, up from 230 in Q2 2017.
  • Funds reported $2.14B of iShares MSCI EAFE Growth ETF stock for Q3 2017, up 8.5% quarter-over-quarter.
  • 32 funds opened new iShares MSCI EAFE Growth ETF positions in Q3 2017 and 13 closed out, a net change of +19 holders.
  • The largest iShares MSCI EAFE Growth ETF buyer in Q3 2017 was Fidelity Investments, an estimated $29.3M added.
  • The largest iShares MSCI EAFE Growth ETF seller in Q3 2017 was Jane Street, an estimated $36.8M sold.

Based on aggregated 13F filings for Q3 2017.