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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 %
SWM
276
SeaCrest Wealth Management
New York
$13K +$13K +181 New
CG
277
Cutler Group
California
$13K +$13K +200 New
AWM
278
AllSquare Wealth Management
New York
$10K – – –
AIA
279
Alera Investment Advisors
Illinois
$10K +$10K +149 New
CFD
280
Creative Financial Designs
Indiana
$9K – – –
RWA
281
Ropes Wealth Advisors
Massachusetts
$9K – – –
First Manhattan
282
First Manhattan
New York
$8K -$31.5K -500 -80%
ADL
283
Asset Dedication LLC
California
$8K – – –
BBPWM
284
Blue Bell Private Wealth Management
Pennsylvania
$7K – – –
NSG
285
Nalls Sherbakoff Group
Tennessee
$7K +$7K +100 New
SFSIG
286
San Francisco Sentry Investment Group
California
$6K – – –
FIB
287
First Interstate Bank
Montana
$5K – – –
KL
288
KWMG LLC
Kansas
$4K – – –
BWL
289
Bogart Wealth LLC
Virginia
$4K – – –
MWM
290
Mascoma Wealth Management
New Hampshire
$3K – – –
GT
291
Glenmede Trust
Pennsylvania
$2.9K +$474 +6,867 +20%
Carson Wealth (CWM LLC)
292
Carson Wealth (CWM LLC)
Nebraska
$2K -$15K -180 -88%
GI
293
Gradient Investments
Minnesota
$2K – – –
NL
294
NVWM LLC
Pennsylvania
$2K +$2K +25 New
IFA
295
Interactive Financial Advisors
Illinois
$2K +$2K +29 New
LFG
296
Larson Financial Group
Missouri
$2K +$2K +35 New
RWA
297
River Wealth Advisors
Pennsylvania
$1K – – –
WAP
298
Wealthcare Advisory Partners
Pennsylvania
$1K – – –
TFA
299
Transamerica Financial Advisors
Florida
$1K – – –
FCAS
300
First Command Advisory Services
Texas
$1K – – –
10 11
12
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