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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
SCA
276
Stonebridge Capital Advisors
Minnesota
$22K +$21.5K +273 New
GRP
277
Global Retirement Partners
California
$20K
RTC
278
Riverview Trust Company
Washington
$20K
PWMG
279
Prestige Wealth Management Group
New Jersey
$19K
AAP
280
Arax Advisory Partners
Colorado
$19K +$18.2K +231 New
BFEC
281
Benjamin F. Edwards & Company
Missouri
$18K +$17.2K +218 New
AWM
282
AllSquare Wealth Management
New York
$11K
CFD
283
Creative Financial Designs
Indiana
$11K
SWP
284
Strategic Wealth Partners
Ohio
$11K +$11.7K +148 New
ADL
285
Asset Dedication LLC
California
$9K
BBPWM
286
Blue Bell Private Wealth Management
Pennsylvania
$8K
BRWM
287
B. Riley Wealth Management
Tennessee
$7.49K +$408K +5,171 +6%
SFSIG
288
San Francisco Sentry Investment Group
California
$7K
S
289
SignatureFD
Georgia
$7K +$6.71K +85 New
FIB
290
First Interstate Bank
Montana
$6K
RIA
291
Realta Investment Advisors
Delaware
$6K +$79 +1 +1%
BWL
292
Bogart Wealth LLC
Virginia
$5K
MWM
293
Mascoma Wealth Management
New Hampshire
$4K
GT
294
Glenmede Trust
Pennsylvania
$3.34K -$79 -1 -0%
LFG
295
Larson Financial Group
Missouri
$3K +$237 +3 +8%
GI
296
Gradient Investments
Minnesota
$3K +$947 +12 +40%
FCB
297
First Command Bank
Texas
$3K +$2.6K +33 New
FCFS
298
First Command Financial Services
Texas
$3K +$2.6K +33 New
Barclays
299
Barclays
United Kingdom
$2K -$37.6K -477 -94%
NL
300
NVWM LLC
Pennsylvania
$2K

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.