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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
ACA
276
Ascension Capital Advisors
Texas
$213K +$205K +2,458 New
QCM
277
Quest Capital Management
Texas
$209K -$5.51K -66 -3%
SWP
278
Stratos Wealth Partners
Ohio
$205K +$198K +2,369 New
CS
279
Comerica Securities
Michigan
$204K +$197K +2,357 New
SFS
280
Sowell Financial Services
Arkansas
$203K -$7.51K -90 -4%
LAS
281
Lloyd Advisory Services
Georgia
$171K +$165K +1,976 New
VFA
282
Valeo Financial Advisors
Indiana
$150K +$16.7K +200 +13%
OPS
283
Orion Portfolio Solutions
Nebraska
$145K +$140K +1,681 New
BAMG
284
Brand Asset Management Group
Missouri
$142K
QAM
285
QCI Asset Management
New York
$138K
MPCG
286
Matrix Private Capital Group
New York
$133K +$128K +1,533 New
BFEC
287
Benjamin F. Edwards & Company
Missouri
$127K +$123K +1,470 New
MFT
288
Moisand Fitzgerald Tamayo
Florida
$104K
M
289
MOTCO
Texas
$102K
VNA
290
Valley National Advisers
Pennsylvania
$102K
MPWT
291
MassMutual Private Wealth & Trust
Connecticut
$100K +$46.9K +562 +95%
WB
292
Webster Bank
Connecticut
$98K
EP
293
Eudaimonia Partners
Tennessee
$88K +$84.4K +1,012 New
BCWM
294
Bartlett & Co Wealth Management
Ohio
$86.7K
FGAM
295
Financial Gravity Asset Management
Texas
$86K +$918 +11 +367%
RMAM
296
Raab & Moskowitz Asset Management
New Jersey
$86K +$83.4K +1,000 New
LIA
297
LS Investment Advisors
Michigan
$78K
RFM
298
Royal Fund Management
Florida
$78K
WT
299
Whittier Trust
California
$78K +$75.1K +900 New
FHA
300
First Horizon Advisors
Tennessee
$76K +$29K +348 +65%

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.