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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 %
SQA
276
Simon Quick Advisors
New Jersey
$5K +$5K +58 New
MWM
277
Mascoma Wealth Management
New Hampshire
$4K – – –
OGC
278
Oak Grove Capital
New Hampshire
$4K +$4K +55 New
TI
279
Truepoint Inc
Ohio
$3.72K -$49.3K -3,960 -93%
WAP
280
Wealthcare Advisory Partners
Pennsylvania
$3K – – –
DBT
281
Dubuque Bank & Trust
Iowa
$3K +$3K +39 New
Barclays
282
Barclays
United Kingdom
$2K – – –
GI
283
Gradient Investments
Minnesota
$2K – – –
BlackRock
284
BlackRock
New York
$2K +$400 +6 +25%
TFA
285
Transamerica Financial Advisors
Florida
$1K – – –
Citadel Advisors
286
Citadel Advisors
Florida
– -$17M -210,962 Closed
Jane Street
287
Jane Street
New York
– -$7.8M -96,602 Closed
SAM
288
Stringer Asset Management
Tennessee
– -$5.3M -65,578 Closed
ACM
289
Ashford Capital Management
Delaware
– -$1.53M -18,907 Closed
Invesco
290
Invesco
Georgia
– -$999K -12,377 Closed
CF
291
Copperwynd Financial
Arizona
– -$924K -11,442 Closed
Kayne Anderson Rudnick Investment Management
292
Kayne Anderson Rudnick Investment Management
California
– -$838K -10,382 Closed
FA
293
FDx Advisors
Illinois
– -$516K -6,386 Closed
VF
294
Virtu Financial
New York
– -$454K -5,619 Closed
GLA
295
Great Lakes Advisors
Illinois
– -$259K -3,206 Closed
SWM
296
Segment Wealth Management
Texas
– -$236K -2,925 Closed
DSAM
297
Dock Street Asset Management
Florida
– -$202K -2,500 Closed
FAAS
298
First Allied Advisory Services
California
– -$71K -881 Closed
AWMS
299
Advocacy Wealth Management Services
Georgia
– -$19K -233 Closed
SSB
300
Sandy Spring Bank
Maryland
– -$19K -231 Closed
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