iShares MSCI EAFE Growth ETF
266 hedge funds and large institutions have $2.45B invested in iShares MSCI EAFE Growth ETF in 2017 Q4 according to their latest regulatory filings, with 44 funds opening new positions, 103 increasing their positions, 63 reducing their positions, and 22 closing their positions.
100% more first-time investments, than exits
New positions opened: 44 | Existing positions closed: 22
63% more repeat investments, than reductions
Existing positions increased: 103 | Existing positions reduced: 63
20% more funds holding in top 10
Funds holding in top 10: 10 → 12 (+2)
14% more capital invested
Capital invested by funds: $2.14B → $2.45B (+$310M)
8% more funds holding
Funds holding: 247 → 266 (+19)
1.17% more ownership
Funds ownership: 67.03% → 68.2% (+1.2%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AssetMark Inc
Concord,
California
|
+$45.3M |
| 2 |
Fidelity Investments
Boston,
Massachusetts
|
+$29.1M |
| 3 |
SS
Simplicity Solutions
Minneapolis,
Minnesota
|
+$16.8M |
| 4 |
Citadel Advisors
Miami,
Florida
|
+$16.1M |
| 5 |
Bank of Montreal
Toronto,
Ontario, Canada
|
+$14.8M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BFG
Barber Financial Group
Lenexa,
Kansas
|
-$9.81M |
| 2 |
LMIM
Lockheed Martin Investment Management
Bethesda,
Maryland
|
-$5.6M |
| 3 |
Jane Street
New York
|
-$3.16M |
| 4 |
MA
MUFG Americas
New York
|
-$2.39M |
| 5 |
SIA
Starfire Investment Advisers
Southfield,
Michigan
|
-$1.78M |
EFG Hedge Fund Activity: Q4 2017 in Review
266 of the 4,409 institutional investors tracked by Wall St. Rank reported a position in iShares MSCI EAFE Growth ETF (EFG) for Q4 2017, worth a combined $2.45B — up 14% from $2.14B a quarter earlier.
Buyers outnumbered sellers: 44 funds opened new EFG positions and 22 closed out — a net gain of 22 holders — while 103 added to existing stakes and 63 trimmed.
The largest buyer was AssetMark Inc, opening a new position worth an estimated $45.3M. The largest seller was Barber Financial Group, exiting entirely with an estimated $9.81M sold.
- 266 institutional investors held iShares MSCI EAFE Growth ETF (EFG) as of Q4 2017, up from 247 in Q3 2017.
- Funds reported $2.45B of iShares MSCI EAFE Growth ETF stock for Q4 2017, up 14% quarter-over-quarter.
- 44 funds opened new iShares MSCI EAFE Growth ETF positions in Q4 2017 and 22 closed out, a net change of +22 holders.
- The largest iShares MSCI EAFE Growth ETF buyer in Q4 2017 was AssetMark Inc, an estimated $45.3M added.
- The largest iShares MSCI EAFE Growth ETF seller in Q4 2017 was Barber Financial Group, an estimated $9.81M sold.
Based on aggregated 13F filings for Q4 2017.