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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 %
HI
251
Hudock Inc
Pennsylvania
$34K -$20.2K -253 -37%
AAP
252
Arax Advisory Partners
Colorado
$34K – – –
CAC
253
Certified Advisory Corp
Florida
$33K +$33K +416 New
FFC
254
First Financial Corp
Indiana
$30K – – –
IIC
255
Integrated Investment Consultants
Michigan
$26K +$26K +321 New
CPIG
256
Chicago Partners Investment Group
Illinois
$22K – – –
GRP
257
Global Retirement Partners
California
$20K +$902 +11 +5%
TA
258
Townsend & Associates
Colorado
$16K – – –
APA
259
American Portfolios Advisors
New York
$15.3K – – –
CL
260
Cabana LLC
Arkansas
$15.2K +$3.67K +44,915 +32%
CCA
261
Clearwater Capital Advisors
Illinois
$15K +$15K +183 New
QAM
262
QCI Asset Management
New York
$14K – – –
PWAG
263
Polaris Wealth Advisory Group
California
$12K +$12K +146 New
CFD
264
Creative Financial Designs
Indiana
$11K +$11K +134 New
RWA
265
Ropes Wealth Advisors
Massachusetts
$10K – – –
WWM
266
Willingdon Wealth Management
North Carolina
$10K +$3K +36 +43%
FANJ
267
Financial Architects (New Jersey)
New Jersey
$10K +$10K +126 New
ADL
268
Asset Dedication LLC
California
$9K +$9K +110 New
BBPWM
269
Blue Bell Private Wealth Management
Pennsylvania
$8K – – –
ML
270
McAdam LLC
Pennsylvania
$7K +$7K +82 New
FIB
271
First Interstate Bank
Montana
$6K – – –
AWM
272
Avior Wealth Management
Nebraska
$6K +$6K +77 New
CAW
273
Cornerstone Advisors (Washington)
Washington
$5K – – –
JCM
274
Jacobi Capital Management
Pennsylvania
$5K – – –
BWL
275
Bogart Wealth LLC
Virginia
$5K – – –
9 10
11
12 13