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iShares MSCI EAFE Growth ETF

362 hedge funds and large institutions have $3.46B invested in iShares MSCI EAFE Growth ETF in 2019 Q4 according to their latest regulatory filings, with 78 funds opening new positions, 112 increasing their positions, 96 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed

311% more first-time investments, than exits

New positions opened: 78 | Existing positions closed: 19

18% more funds holding

Funds holding: 307362 (+55)

17% more repeat investments, than reductions

Existing positions increased: 112 | Existing positions reduced: 96

14% more capital invested

Capital invested by funds: $3.02B → $3.46B (+$437M)

13% more funds holding in top 10

Funds holding in top 10: 1618 (+2)

0.03% more ownership

Funds ownership: 75.53%75.56% (+0.03%)

Holders
362
Holders Change
+55
Holders Change %
+17.92%
% of All Funds
7.13%
Holding in Top 10
18
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+12.5%
% of All Funds
0.35%
New
78
Increased
112
Reduced
96
Closed
19
Calls
$458K
Puts
Net Calls
+$458K
Net Calls Change
+$458K
Name Holding Trade Value Shares
Change
Change in
Stake
LFG
226
LifePlan Financial Group
Ohio
$392K -$10.5K -126 -3%
PAG
227
Private Advisor Group
New Jersey
$376K +$79.9K +957 +28%
FCI
228
Financial Counselors Inc
Kansas
$372K +$21.3K +255 +6%
DHFB
229
Dixon Hubard Feinour & Brown
Virginia
$367K +$1.08K +13 +0.3%
WLIM
230
White Lighthouse Investment Management
Massachusetts
$355K -$79.3K -950 -19%
BWA
231
Burt Wealth Advisors
Maryland
$346K
LCM
232
Leisure Capital Management
California
$346K
AAS
233
Avantax Advisory Services
Texas
$340K +$330K +3,956 New
SPC
234
Sigma Planning Corp
Michigan
$339K -$45.3K -543 -12%
BWM
235
Bernicke Wealth Management
Wisconsin
$338K -$2.67K -32 -0.8%
TA
236
Trellis Advisors
Washington
$336K
OWA
237
One Wealth Advisors
California
$336K +$324K +3,880 New
BRWA
238
B. Riley Wealth Advisors
Florida
$332K -$53.7K -644 -14%
BWA
239
BDO Wealth Advisors
Florida
$328K +$751 +9 +0.2%
SFA
240
Sequoia Financial Advisors
Ohio
$327K
SSWM
241
Smith Salley Wealth Management
North Carolina
$327K
SSWM
242
Sheets Smith Wealth Management
North Carolina
$323K -$730K -8,746 -70%
IWA
243
Independence Wealth Advisors
Virginia
$318K +$307K +3,675 New
PPP
244
Private Portfolio Partners
New Jersey
$316K
CTC
245
Central Trust Company
Missouri
$314K
A
246
AdvicePeriod
California
$311K +$6.17K +74 +2%
Fifth Third Bancorp
247
Fifth Third Bancorp
Ohio
$308K -$332K -3,980 -53%
EAM
248
Evanson Asset Management
California
$299K
OC
249
Oakworth Capital
Alabama
$297K -$25.5K -306 -8%
CWM
250
Confluence Wealth Management
Oregon
$297K

EFG Hedge Fund Activity: Q4 2019 in Review

362 of the 5,075 institutional investors tracked by Wall St. Rank reported a position in iShares MSCI EAFE Growth ETF (EFG) for Q4 2019, worth a combined $3.46B — up 14% from $3.02B a quarter earlier.

Buyers outnumbered sellers: 78 funds opened new EFG positions and 19 closed out — a net gain of 59 holders — while 112 added to existing stakes and 96 trimmed.

The largest buyer was Jones Financial Companies, adding an estimated $273M. The largest seller was M&T Bank, exiting entirely with an estimated $65.8M sold.

  • 362 institutional investors held iShares MSCI EAFE Growth ETF (EFG) as of Q4 2019, up from 307 in Q3 2019.
  • Funds reported $3.46B of iShares MSCI EAFE Growth ETF stock for Q4 2019, up 14% quarter-over-quarter.
  • 78 funds opened new iShares MSCI EAFE Growth ETF positions in Q4 2019 and 19 closed out, a net change of +59 holders.
  • The largest iShares MSCI EAFE Growth ETF buyer in Q4 2019 was Jones Financial Companies, an estimated $273M added.
  • The largest iShares MSCI EAFE Growth ETF seller in Q4 2019 was M&T Bank, an estimated $65.8M sold.

Based on aggregated 13F filings for Q4 2019.