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iShares MSCI EAFE Growth ETF

305 hedge funds and large institutions have $3.02B invested in iShares MSCI EAFE Growth ETF in 2019 Q2 according to their latest regulatory filings, with 30 funds opening new positions, 109 increasing their positions, 84 reducing their positions, and 30 closing their positions.

New
Increased
Maintained
Reduced
Closed

30% more repeat investments, than reductions

Existing positions increased: 109 | Existing positions reduced: 84

21% more funds holding in top 10

Funds holding in top 10: 1417 (+3)

8% more capital invested

Capital invested by funds: $2.79B → $3.02B (+$232M)

2.06% more ownership

Funds ownership: 74.22%76.28% (+2.1%)

0% more first-time investments, than exits

New positions opened: 30 | Existing positions closed: 30

2% less funds holding

Funds holding: 311305 (-6)

Holders
305
Holders Change
-6
Holders Change %
-1.93%
% of All Funds
6.62%
Holding in Top 10
17
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+21.43%
% of All Funds
0.37%
New
30
Increased
109
Reduced
84
Closed
30
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SSB
251
Sandy Spring Bank
Maryland
$71K +$54.5K +690 +383%
IBOK
252
Independence Bank of Kentucky
Kentucky
$70K
PFGIA
253
Patriot Financial Group Insurance Agency
Massachusetts
$65K
FHA
254
Flagship Harbor Advisors
Massachusetts
$64K
SL
255
Salomon & Ludwin
Virginia
$60K +$58.6K +743 New
MPWT
256
MassMutual Private Wealth & Trust
Connecticut
$58K -$10.7K -135 -16%
IF
257
Ironwood Financial
Arizona
$55K
ST
258
Smithfield Trust
Pennsylvania
$55K
First Manhattan
259
First Manhattan
New York
$54K
HI
260
Hudock Inc
Pennsylvania
$51K +$79 +1 +0.2%
BCI
261
Brinker Capital Investments
Pennsylvania
$48K
APSP
262
Asset Planning Services (Pennsylvania)
Pennsylvania
$48K +$631 +8 +1%
ACS
263
Archford Capital Strategies
Illinois
$45K
OIA
264
OneDigital Investment Advisors
Kansas
$45K
MWM
265
Merriman Wealth Management
Washington
$44.6K +$2.08M +26,359 +92%
IFAM
266
Institutional & Family Asset Management
Colorado
$43K +$158 +2 +0.4%
PCG
267
Private Capital Group
Connecticut
$43K +$43K +545 New
BAM
268
Barrett Asset Management
New York
$39K
JFA
269
JNBA Financial Advisors
Minnesota
$39K
TC
270
Truvestments Capital
Florida
$39K
CAC
271
Certified Advisory Corp
Florida
$35K +$79 +1 +0.2%
WCG
272
Weaver Consulting Group
California
$32K
FFC
273
First Financial Corp
Indiana
$30K
RFA
274
Reilly Financial Advisors
California
$27K
MCM
275
McMillion Capital Management
North Carolina
$22K +$21.3K +270 New

EFG Hedge Fund Activity: Q2 2019 in Review

305 of the 4,604 institutional investors tracked by Wall St. Rank reported a position in iShares MSCI EAFE Growth ETF (EFG) for Q2 2019, worth a combined $3.02B — up 8.3% from $2.79B a quarter earlier.

Fund positioning in EFG was balanced in Q2 2019: 30 funds opened new positions, 30 closed out, 109 added to existing stakes and 84 trimmed.

The largest buyer was People's United Financial, adding an estimated $66.4M. The largest seller was Fidelity Investments, cutting an estimated $16M.

  • 305 institutional investors held iShares MSCI EAFE Growth ETF (EFG) as of Q2 2019, down from 311 in Q1 2019.
  • Funds reported $3.02B of iShares MSCI EAFE Growth ETF stock for Q2 2019, up 8.3% quarter-over-quarter.
  • 30 funds opened new iShares MSCI EAFE Growth ETF positions in Q2 2019 and 30 closed out, a net change of 0 holders.
  • The largest iShares MSCI EAFE Growth ETF buyer in Q2 2019 was People's United Financial, an estimated $66.4M added.
  • The largest iShares MSCI EAFE Growth ETF seller in Q2 2019 was Fidelity Investments, an estimated $16M sold.

Based on aggregated 13F filings for Q2 2019.