We are live on ! Find out more
EFG icon

iShares MSCI EAFE Growth ETF

305 hedge funds and large institutions have $3.02B invested in iShares MSCI EAFE Growth ETF in 2019 Q2 according to their latest regulatory filings, with 30 funds opening new positions, 109 increasing their positions, 84 reducing their positions, and 30 closing their positions.

New
Increased
Maintained
Reduced
Closed

30% more repeat investments, than reductions

Existing positions increased: 109 | Existing positions reduced: 84

21% more funds holding in top 10

Funds holding in top 10: 1417 (+3)

8% more capital invested

Capital invested by funds: $2.79B → $3.02B (+$232M)

2.06% more ownership

Funds ownership: 74.22%76.28% (+2.1%)

0% more first-time investments, than exits

New positions opened: 30 | Existing positions closed: 30

2% less funds holding

Funds holding: 311305 (-6)

Holders
305
Holders Change
-6
Holders Change %
-1.93%
% of All Funds
6.62%
Holding in Top 10
17
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+21.43%
% of All Funds
0.37%
New
30
Increased
109
Reduced
84
Closed
30
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Prudential Financial
226
Prudential Financial
New Jersey
$242K -$237 -3 -0.1%
CSIC
227
Clifford Swan Investment Counsel
California
$238K
PFO
228
Pathstone Family Office
New Jersey
$238K
FNT
229
First National Trust
Pennsylvania
$235K -$7.1K -90 -3%
TI
230
Truepoint Inc
Ohio
$222K
OFG
231
OmniStar Financial Group
North Carolina
$207K +$202K +2,564 New
TC
232
TownSquare Capital
Utah
$203K +$202K +2,565 New
PB
233
Pinnacle Bancorp
Nebraska
$201K
CTC
234
Central Trust Company
Missouri
$200K +$138K +1,745 +234%
BWP
235
Baldwin Wealth Partners
Massachusetts
$154K
Kayne Anderson Rudnick Investment Management
236
Kayne Anderson Rudnick Investment Management
California
$146K +$142K +1,803 New
BAMG
237
Brand Asset Management Group
Missouri
$133K
QAM
238
QCI Asset Management
New York
$129K
QCG
239
Quadrant Capital Group
Ohio
$129K
GSWM
240
Golden State Wealth Management
California
$128K +$3.16K +40 +3%
VFA
241
Valeo Financial Advisors
Indiana
$124K
MFT
242
Moisand Fitzgerald Tamayo
Florida
$97K
M
243
MOTCO
Texas
$95K
VNA
244
Valley National Advisers
Pennsylvania
$95K
WB
245
Webster Bank
Connecticut
$92K -$3.95K -50 -4%
FNB
246
Farmers National Bank
Kentucky
$86K
RFM
247
Royal Fund Management
Florida
$82K -$194K -2,458 -71%
BCWM
248
Bartlett & Co Wealth Management
Ohio
$81K
BC
249
Bartlett & Co
Ohio
$81K
LIA
250
LS Investment Advisors
Michigan
$73K

EFG Hedge Fund Activity: Q2 2019 in Review

305 of the 4,604 institutional investors tracked by Wall St. Rank reported a position in iShares MSCI EAFE Growth ETF (EFG) for Q2 2019, worth a combined $3.02B — up 8.3% from $2.79B a quarter earlier.

Fund positioning in EFG was balanced in Q2 2019: 30 funds opened new positions, 30 closed out, 109 added to existing stakes and 84 trimmed.

The largest buyer was People's United Financial, adding an estimated $66.4M. The largest seller was Fidelity Investments, cutting an estimated $16M.

  • 305 institutional investors held iShares MSCI EAFE Growth ETF (EFG) as of Q2 2019, down from 311 in Q1 2019.
  • Funds reported $3.02B of iShares MSCI EAFE Growth ETF stock for Q2 2019, up 8.3% quarter-over-quarter.
  • 30 funds opened new iShares MSCI EAFE Growth ETF positions in Q2 2019 and 30 closed out, a net change of 0 holders.
  • The largest iShares MSCI EAFE Growth ETF buyer in Q2 2019 was People's United Financial, an estimated $66.4M added.
  • The largest iShares MSCI EAFE Growth ETF seller in Q2 2019 was Fidelity Investments, an estimated $16M sold.

Based on aggregated 13F filings for Q2 2019.