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iShares MSCI EAFE Growth ETF
EFG

Overview Fund Activity

285 hedge funds and large institutions have $2.38B invested in iShares MSCI EAFE Growth ETF in 2018 Q1 according to their latest regulatory filings, with 40 funds opening new positions, 91 increasing their positions, 88 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
285
Holders Change
+19
Holders Change %
+7.14%
% of All Funds
6.54%
Holding in Top 10
12
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.28%
New
40
Increased
91
Reduced
88
Closed
19
Calls
$547K
Puts
–
Net Calls
+$547K
Net Calls Change
+$264K

Top Buyers

1
AssetMark Inc
AssetMark Inc
California
+$68.8M
2
Fidelity Investments
Fidelity Investments
Massachusetts
+$24.3M
3
RWP
RWA Wealth Partners
Massachusetts
+$7.2M
4
Jones Financial Companies
Jones Financial Companies
Missouri
+$6.98M
5
HPWM
Highland Private Wealth Management
Washington
+$5.8M

Top Sellers

1
RIG
RiverFront Investment Group
Virginia
-$93.8M
2
RJA
Raymond James & Associates
Florida
-$36.3M
3
Citadel Advisors
Citadel Advisors
Florida
-$17M
4
Jane Street
Jane Street
New York
-$7.8M
5
Janney Montgomery Scott
Janney Montgomery Scott
Pennsylvania
-$7.55M
Name Holding Trade Value Shares
Change 		Shares
Change %
FNB
226
Farmers National Bank
Kentucky
$86K – – –
PCIA
227
Prime Capital Investment Advisors
Kansas
$84K – – –
BC
228
Bartlett & Co
Ohio
$81K +$81K +1,003 New
BCWM
229
Bartlett & Co Wealth Management
Ohio
$80.6K +$80.6K +1,003 New
AA
230
Advisory Alpha
Michigan
$78K +$78K +958 New
FHA
231
First Horizon Advisors
Tennessee
$60K -$19.8K -245 -25%
BFEC
232
Benjamin F. Edwards & Company
Missouri
$57K +$49K +613 +613%
IF
233
Ironwood Financial
Arizona
$55K – – –
ST
234
Smithfield Trust
Pennsylvania
$54K – – –
FGC
235
Financial Gravity Companies
Texas
$50K +$7.15K +88 +17%
First Manhattan
236
First Manhattan
New York
$50K +$14K +175 +39%
FGAM
237
Financial Gravity Asset Management
Texas
$50K +$50K +615 New
CC
238
Cassaday & Co
Virginia
$49K – – –
JA
239
JOYN Advisors
Georgia
$49K +$49K +607 New
BCI
240
Brinker Capital Investments
Pennsylvania
$48K – – –
APSP
241
Asset Planning Services (Pennsylvania)
Pennsylvania
$46K – – –
OIA
242
OneDigital Investment Advisors
Kansas
$45K -$704K -8,661 -94%
ACS
243
Archford Capital Strategies
Illinois
$45K +$45K +554 New
CTC
244
Central Trust Company
Missouri
$44K – – –
PCG
245
Private Capital Group
Connecticut
$44K +$44K +545 New
IFAM
246
Institutional & Family Asset Management
Colorado
$42K +$42K +522 New
BAM
247
Barrett Asset Management
New York
$39K – – –
IWM
248
IHT Wealth Management
Illinois
$38K – – –
MPWT
249
MassMutual Private Wealth & Trust
Connecticut
$36.2K – – –
UBS AM
250
UBS AM
Illinois
$34.8K +$34.8K +433 New
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10
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