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iShares MSCI EAFE Growth ETF
EFG

297 hedge funds and large institutions have $2.48B invested in iShares MSCI EAFE Growth ETF in 2018 Q3 according to their latest regulatory filings, with 36 funds opening new positions, 82 increasing their positions, 83 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed

44% more first-time investments, than exits

New positions opened: 36 | Existing positions closed: 25

8% more capital invested

Capital invested by funds: $2.29B → $2.48B (+$188M)

4.36% more ownership

Funds ownership: 64.56% → 68.92% (+4.4%)

3% more funds holding

Funds holding: 288 → 297 (+9)

0% more funds holding in top 10

Funds holding in top 10: 10 → 10 (0)

1% less repeat investments, than reductions

Existing positions increased: 82 | Existing positions reduced: 83

Holders
297
Holders Change
+9
Holders Change %
+3.13%
% of All Funds
6.79%
Holding in Top 10
10
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.23%
New
36
Increased
82
Reduced
83
Closed
25
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
PNC Financial Services Group
PNC Financial Services Group
Pennsylvania
+$37.9M
2
LI
LVZ Inc
Michigan
+$31.4M
3
RIG
RiverFront Investment Group
Virginia
+$23.4M
4
Citadel Advisors
Citadel Advisors
Florida
+$23.3M
5
FWP
FAS Wealth Partners
Kansas
+$22.1M

Top Sellers

Rank Fund Capital Flow
1
Jane Street
Jane Street
New York
-$26M
2
Goldman Sachs
Goldman Sachs
New York
-$22.4M
3
LFAS
Level Four Advisory Services
Texas
-$19M
4
MGIA
Matthew Goff Investment Advisor
Texas
-$7.93M
5
PAG
Private Advisory Group
Washington
-$5.41M
Name Holding Trade Value Shares
Change 		Change in
Stake
CTC
251
Central Trust Company
Missouri
$44K – – –
OIA
252
OneDigital Investment Advisors
Kansas
$44K – – –
PCG
253
Private Capital Group
Connecticut
$43K – – –
IFAM
254
Institutional & Family Asset Management
Colorado
$42K – – –
MGIA
255
Moneta Group Investment Advisors
Missouri
$42K +$41.5K +521 New
WSTAM
256
Wilbanks Smith & Thomas Asset Management
Virginia
$42K +$41.9K +525 New
BAM
257
Barrett Asset Management
New York
$39K – – –
TC
258
Truvestments Capital
Florida
$39K +$38.7K +485 New
MPWT
259
MassMutual Private Wealth & Trust
Connecticut
$36K – – –
AAP
260
Arax Advisory Partners
Colorado
$35K – – –
UBS AM
261
UBS AM
Illinois
$34.7K – – –
CFGS
262
Concourse Financial Group Securities
Alabama
$34K +$33.6K +421 New
CAC
263
Certified Advisory Corp
Florida
$33K – – –
CWA
264
Clarus Wealth Advisors
Arizona
$32K – – –
FFC
265
First Financial Corp
Indiana
$30K – – –
IWMA
266
Ironwood Wealth Management (Arizona)
Arizona
$27K – – –
SSB
267
Sandy Spring Bank
Maryland
$27K +$26.9K +338 New
IP
268
Intellectus Partners
California
$21K – – –
GRP
269
Global Retirement Partners
California
$20K – – –
Carson Wealth (CWM LLC)
270
Carson Wealth (CWM LLC)
Nebraska
$16K +$16.3K +204 New
TA
271
Townsend & Associates
Colorado
$15K – – –
QAM
272
QCI Asset Management
New York
$14K – – –
PWAG
273
Polaris Wealth Advisory Group
California
$12K – – –
AWM
274
AllSquare Wealth Management
New York
$11K – – –
CFD
275
Creative Financial Designs
Indiana
$11K – – –
9 10
11
12 13

EFG Hedge Fund Activity: Q3 2018 in Review

297 of the 4,374 institutional investors tracked by Wall St. Rank reported a position in iShares MSCI EAFE Growth ETF (EFG) for Q3 2018, worth a combined $2.48B — up 8.2% from $2.29B a quarter earlier.

Buyers outnumbered sellers: 36 funds opened new EFG positions and 25 closed out — a net gain of 11 holders — while 82 added to existing stakes and 83 trimmed.

The largest buyer was PNC Financial Services Group, adding an estimated $37.9M. The largest seller was Jane Street, exiting entirely with an estimated $26M sold.

  • 297 institutional investors held iShares MSCI EAFE Growth ETF (EFG) as of Q3 2018, up from 288 in Q2 2018.
  • Funds reported $2.48B of iShares MSCI EAFE Growth ETF stock for Q3 2018, up 8.2% quarter-over-quarter.
  • 36 funds opened new iShares MSCI EAFE Growth ETF positions in Q3 2018 and 25 closed out, a net change of +11 holders.
  • The largest iShares MSCI EAFE Growth ETF buyer in Q3 2018 was PNC Financial Services Group, an estimated $37.9M added.
  • The largest iShares MSCI EAFE Growth ETF seller in Q3 2018 was Jane Street, an estimated $26M sold.

Based on aggregated 13F filings for Q3 2018.