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iShares MSCI EAFE Growth ETF
EFG

Overview Fund Activity

307 hedge funds and large institutions have $3.02B invested in iShares MSCI EAFE Growth ETF in 2019 Q3 according to their latest regulatory filings, with 25 funds opening new positions, 88 increasing their positions, 100 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
307
Holders Change
+2
Holders Change %
+0.66%
% of All Funds
6.74%
Holding in Top 10
16
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-5.88%
% of All Funds
0.35%
New
25
Increased
88
Reduced
100
Closed
21
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
SCM
Sterling Capital Management
North Carolina
+$26.1M
2
PSUF
People's United Financial
Connecticut
+$20.7M
3
NB
NBT Bank
New York
+$11.8M
4
TC
Trilogy Capital
California
+$10.7M
5
US Bancorp
US Bancorp
Minnesota
+$9.99M

Top Sellers

1
Bank of Montreal
Bank of Montreal
Ontario, Canada
-$40.2M
2
LMIM
Lockheed Martin Investment Management
Maryland
-$20.3M
3
Citadel Advisors
Citadel Advisors
Florida
-$18M
4
Bank of America
Bank of America
North Carolina
-$9.95M
5
Fidelity Investments
Fidelity Investments
Massachusetts
-$7.91M
Name Holding Trade Value Shares
Change 		Shares
Change %
TC
276
Truvestments Capital
Florida
$39K – – –
AIC
277
Ameritas Investment Company
Nebraska
$38K +$38K +459 New
CAC
278
Certified Advisory Corp
Florida
$37K +$1.3K +16 +4%
HL
279
Harding Loevner
New Jersey
$34K -$2.54M -31,657 -99%
WCG
280
Weaver Consulting Group
California
$32K – – –
FFC
281
First Financial Corp
Indiana
$30K – – –
RFA
282
Reilly Financial Advisors
California
$27K – – –
SCA
283
Stonebridge Capital Advisors
Minnesota
$23K +$734 +9 +3%
MCM
284
McMillion Capital Management
North Carolina
$22K – – –
RTC
285
Riverview Trust Company
Washington
$20K – – –
AAP
286
Arax Advisory Partners
Colorado
$19K – – –
PWMG
287
Prestige Wealth Management Group
New Jersey
$19K – – –
AWM
288
AllSquare Wealth Management
New York
$11K – – –
GRP
289
Global Retirement Partners
California
$10K -$9.06K -116 -48%
CFD
290
Creative Financial Designs
Indiana
$10K – – –
ADL
291
Asset Dedication LLC
California
$9K – – –
BBPWM
292
Blue Bell Private Wealth Management
Pennsylvania
$8K – – –
S
293
SignatureFD
Georgia
$8K +$842 +10 +12%
MAM
294
Meeder Asset Management
Ohio
$8K +$8K +94 New
SFSIG
295
San Francisco Sentry Investment Group
California
$7K – – –
GI
296
Gradient Investments
Minnesota
$7K +$3.66K +46 +110%
RIA
297
Realta Investment Advisors
Delaware
$6K – – –
FIB
298
First Interstate Bank
Montana
$6K – – –
BWL
299
Bogart Wealth LLC
Virginia
$5K – – –
GSC
300
G&S Capital
Colorado
$4K +$4K +52 New
10 11
12
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