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iShares MSCI EAFE Growth ETF
EFG

Overview Fund Activity

303 hedge funds and large institutions have $2.66B invested in iShares MSCI EAFE Growth ETF in 2018 Q4 according to their latest regulatory filings, with 56 funds opening new positions, 99 increasing their positions, 82 reducing their positions, and 48 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
303
Holders Change
+6
Holders Change %
+2.02%
% of All Funds
6.76%
Holding in Top 10
14
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+40%
% of All Funds
0.31%
New
56
Increased
99
Reduced
82
Closed
48
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Bank of America
Bank of America
North Carolina
+$113M
2
Fidelity Investments
Fidelity Investments
Massachusetts
+$90.6M
3
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$60.8M
4
RJA
Raymond James & Associates
Florida
+$28.5M
5
PNC Financial Services Group
PNC Financial Services Group
Pennsylvania
+$20.8M

Top Sellers

1
Citadel Advisors
Citadel Advisors
Florida
-$24.2M
2
SS
Simplicity Solutions
Minnesota
-$20.3M
3
AWM
AE Wealth Management
Kansas
-$16.2M
4
IA
IndexIQ Advisors
New York
-$9.54M
5
RIG
RiverFront Investment Group
Virginia
-$7.28M
Name Holding Trade Value Shares
Change 		Shares
Change %
RC
226
RegentAtlantic Capital
New Jersey
$200K -$14.1K -205 -7%
HIM
227
Hotaling Investment Management
Pennsylvania
$200K +$200K +2,902 New
SEI Investments
228
SEI Investments
Pennsylvania
$199K +$116K +1,731 +141%
PB
229
Pinnacle Bancorp
Nebraska
$159K +$159K +2,374 New
BWP
230
Baldwin Wealth Partners
Massachusetts
$132K – – –
IDBONY
231
Israel Discount Bank of New York
New York
$117K – – –
BAMG
232
Brand Asset Management Group
Missouri
$114K – – –
QCG
233
Quadrant Capital Group
Ohio
$110K – – –
QAM
234
QCI Asset Management
New York
$110K +$97.7K +1,420 +793%
VFA
235
Valeo Financial Advisors
Indiana
$106K – – –
RCAG
236
Rehmann Capital Advisory Group
Michigan
$97.7K -$172K -2,494 -64%
IA
237
IFP Advisors
Florida
$95K -$140K -2,027 -59%
WAM
238
Wealthspire Advisors (Maryland)
Maryland
$89K – – –
MFT
239
Moisand Fitzgerald Tamayo
Florida
$83K -$7.48K -108 -8%
VNA
240
Valley National Advisers
Pennsylvania
$82K – – –
WB
241
Webster Bank
Connecticut
$82K – – –
M
242
MOTCO
Texas
$81K – – –
BOPW
243
Brandywine Oak Private Wealth
Pennsylvania
$78K +$78K +1,132 New
Chevy Chase Trust
244
Chevy Chase Trust
Maryland
$72K +$72K +1,037 New
BCWM
245
Bartlett & Co Wealth Management
Ohio
$69.3K – – –
BC
246
Bartlett & Co
Ohio
$69K – – –
LIA
247
LS Investment Advisors
Michigan
$62K – – –
BBHC
248
Brown Brothers Harriman & Co
New York
$62K +$62K +900 New
IBOK
249
Independence Bank of Kentucky
Kentucky
$60K -$16.9K -243 -22%
MPWT
250
MassMutual Private Wealth & Trust
Connecticut
$58.7K +$27.6K +400 +89%
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