We are live on ! Find out more
EFG icon

iShares MSCI EAFE Growth ETF

362 hedge funds and large institutions have $3.46B invested in iShares MSCI EAFE Growth ETF in 2019 Q4 according to their latest regulatory filings, with 78 funds opening new positions, 112 increasing their positions, 96 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed

311% more first-time investments, than exits

New positions opened: 78 | Existing positions closed: 19

18% more funds holding

Funds holding: 307362 (+55)

17% more repeat investments, than reductions

Existing positions increased: 112 | Existing positions reduced: 96

14% more capital invested

Capital invested by funds: $3.02B → $3.46B (+$437M)

13% more funds holding in top 10

Funds holding in top 10: 1618 (+2)

0.03% more ownership

Funds ownership: 75.53%75.56% (+0.03%)

Holders
362
Holders Change
+55
Holders Change %
+17.92%
% of All Funds
7.13%
Holding in Top 10
18
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+12.5%
% of All Funds
0.35%
New
78
Increased
112
Reduced
96
Closed
19
Calls
$458K
Puts
Net Calls
+$458K
Net Calls Change
+$458K
Name Holding Trade Value Shares
Change
Change in
Stake
Bessemer Group
251
Bessemer Group
New Jersey
$287K
RFC
252
Regions Financial Corp
Alabama
$281K +$25.3K +303 +10%
AWM
253
Argent Wealth Management
Massachusetts
$277K +$267K +3,199 New
CA
254
Cortland Associates
Missouri
$272K +$263K +3,150 New
FAAS
255
First Allied Advisory Services
California
$271K -$277K -3,316 -52%
MIH
256
Meitav Investment House
Israel
$269K
WB
257
WesBanco Bank
West Virginia
$269K +$260K +3,110 New
Susquehanna International Group
258
Susquehanna International Group
Pennsylvania
$260K +$251K +3,008 New
Wolverine Trading
259
Wolverine Trading
Illinois
$257K +$249K +2,983 New
CSIC
260
Clifford Swan Investment Counsel
California
$255K
RC
261
RegentAtlantic Capital
New Jersey
$251K
OFS
262
Oldfather Financial Services
Nebraska
$248K +$239K +2,863 New
PCIA
263
Prime Capital Investment Advisors
Kansas
$245K
CPO
264
Cerity Partners OCIO
New York
$241K +$230K +2,761 New
Prudential Financial
265
Prudential Financial
New Jersey
$239K -$16.9K -203 -7%
TI
266
Truepoint Inc
Ohio
$237K
CNB
267
Camden National Bank
Maine
$233K +$225K +2,692 New
9WM
268
9258 Wealth Management
Ohio
$233K +$225K +2,697 New
CFGS
269
Concourse Financial Group Securities
Alabama
$230K +$71K +851 +47%
CFS
270
CRA Financial Services
New Jersey
$225K -$52K -623 -19%
OFG
271
OmniStar Financial Group
North Carolina
$222K
DMC
272
Drexel Morgan & Co
Pennsylvania
$221K
TC
273
TownSquare Capital
Utah
$220K -$1.25K -15 -0.6%
PB
274
Pinnacle Bancorp
Nebraska
$216K
PFS
275
Prospera Financial Services
Texas
$215K +$207K +2,484 New

EFG Hedge Fund Activity: Q4 2019 in Review

362 of the 5,075 institutional investors tracked by Wall St. Rank reported a position in iShares MSCI EAFE Growth ETF (EFG) for Q4 2019, worth a combined $3.46B — up 14% from $3.02B a quarter earlier.

Buyers outnumbered sellers: 78 funds opened new EFG positions and 19 closed out — a net gain of 59 holders — while 112 added to existing stakes and 96 trimmed.

The largest buyer was Jones Financial Companies, adding an estimated $273M. The largest seller was M&T Bank, exiting entirely with an estimated $65.8M sold.

  • 362 institutional investors held iShares MSCI EAFE Growth ETF (EFG) as of Q4 2019, up from 307 in Q3 2019.
  • Funds reported $3.46B of iShares MSCI EAFE Growth ETF stock for Q4 2019, up 14% quarter-over-quarter.
  • 78 funds opened new iShares MSCI EAFE Growth ETF positions in Q4 2019 and 19 closed out, a net change of +59 holders.
  • The largest iShares MSCI EAFE Growth ETF buyer in Q4 2019 was Jones Financial Companies, an estimated $273M added.
  • The largest iShares MSCI EAFE Growth ETF seller in Q4 2019 was M&T Bank, an estimated $65.8M sold.

Based on aggregated 13F filings for Q4 2019.