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iShares MSCI EAFE Growth ETF
EFG

Overview Fund Activity

303 hedge funds and large institutions have $2.66B invested in iShares MSCI EAFE Growth ETF in 2018 Q4 according to their latest regulatory filings, with 56 funds opening new positions, 99 increasing their positions, 82 reducing their positions, and 48 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
303
Holders Change
+6
Holders Change %
+2.02%
% of All Funds
6.76%
Holding in Top 10
14
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+40%
% of All Funds
0.31%
New
56
Increased
99
Reduced
82
Closed
48
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Bank of America
Bank of America
North Carolina
+$113M
2
Fidelity Investments
Fidelity Investments
Massachusetts
+$90.6M
3
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$60.8M
4
RJA
Raymond James & Associates
Florida
+$28.5M
5
PNC Financial Services Group
PNC Financial Services Group
Pennsylvania
+$20.8M

Top Sellers

1
Citadel Advisors
Citadel Advisors
Florida
-$24.2M
2
SS
Simplicity Solutions
Minnesota
-$20.3M
3
AWM
AE Wealth Management
Kansas
-$16.2M
4
IA
IndexIQ Advisors
New York
-$9.54M
5
RIG
RiverFront Investment Group
Virginia
-$7.28M
Name Holding Trade Value Shares
Change 		Shares
Change %
FHA
251
Flagship Harbor Advisors
Massachusetts
$55K -$52K -756 -49%
RFA
252
Reilly Financial Advisors
California
$55K -$15.1K -220 -22%
FGC
253
Financial Gravity Companies
Texas
$53K +$53K +724 New
S
254
SignatureFD
Georgia
$52K +$52K +758 New
ST
255
Smithfield Trust
Pennsylvania
$47K – – –
IF
256
Ironwood Financial
Arizona
$47K – – –
HI
257
Hudock Inc
Pennsylvania
$43K – – –
BCI
258
Brinker Capital Investments
Pennsylvania
$41K – – –
APSP
259
Asset Planning Services (Pennsylvania)
Pennsylvania
$40K +$205 +3 +0.5%
CTC
260
Central Trust Company
Missouri
$38K – – –
ACS
261
Archford Capital Strategies
Illinois
$38K – – –
OIA
262
OneDigital Investment Advisors
Kansas
$38K – – –
IFAM
263
Institutional & Family Asset Management
Colorado
$36K +$69 +1 +0.2%
BAM
264
Barrett Asset Management
New York
$34K – – –
Deutsche Bank
265
Deutsche Bank
Germany
$31K +$31K +455 New
CAC
266
Certified Advisory Corp
Florida
$30K +$1.51K +22 +5%
UBS AM
267
UBS AM
Illinois
$29.9K – – –
CWA
268
Clarus Wealth Advisors
Arizona
$28K – – –
FFC
269
First Financial Corp
Indiana
$26K – – –
CFA
270
Clarfeld Financial Advisors
New York
$24K +$24K +350 New
SSB
271
Sandy Spring Bank
Maryland
$23K – – –
GRP
272
Global Retirement Partners
California
$17K – – –
CAM
273
Cresset Asset Management
Illinois
$17K +$17K +240 New
PWMG
274
Prestige Wealth Management Group
New Jersey
$17K +$17K +240 New
AAP
275
Arax Advisory Partners
Colorado
$16K -$14.7K -209 -48%
9 10
11
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