iShares MSCI EAFE Growth ETF
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.
40% more funds holding in top 10
Funds holding in top 10: 10 → 14 (+4)
21% more repeat investments, than reductions
Existing positions increased: 99 | Existing positions reduced: 82
17% more first-time investments, than exits
New positions opened: 56 | Existing positions closed: 48
7% more capital invested
Capital invested by funds: $2.48B → $2.66B (+$177M)
5.04% more ownership
Funds ownership: 68.92% → 73.96% (+5%)
2% more funds holding
Funds holding: 297 → 303 (+6)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of America
Charlotte,
North Carolina
|
+$119M |
| 2 |
Fidelity Investments
Boston,
Massachusetts
|
+$95.6M |
| 3 |
Envestnet Asset Management
Chicago,
Illinois
|
+$64.1M |
| 4 |
RJA
Raymond James & Associates
St Petersburg,
Florida
|
+$30M |
| 5 |
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
+$21.9M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Citadel Advisors
Miami,
Florida
|
-$24.2M |
| 2 |
SS
Simplicity Solutions
Minneapolis,
Minnesota
|
-$21.4M |
| 3 |
AWM
AE Wealth Management
Topeka,
Kansas
|
-$17.1M |
| 4 |
IA
IndexIQ Advisors
New York
|
-$10.1M |
| 5 |
RIG
RiverFront Investment Group
Richmond,
Virginia
|
-$7.68M |
EFG Hedge Fund Activity: Q4 2018 in Review
303 of the 4,488 institutional investors tracked by Wall St. Rank reported a position in iShares MSCI EAFE Growth ETF (EFG) for Q4 2018, worth a combined $2.66B — up 7.1% from $2.48B a quarter earlier.
Buyers outnumbered sellers: 56 funds opened new EFG positions and 48 closed out — a net gain of 8 holders — while 99 added to existing stakes and 82 trimmed.
The largest buyer was Bank of America, adding an estimated $119M. The largest seller was Citadel Advisors, exiting entirely with an estimated $24.2M sold.
- 303 institutional investors held iShares MSCI EAFE Growth ETF (EFG) as of Q4 2018, up from 297 in Q3 2018.
- Funds reported $2.66B of iShares MSCI EAFE Growth ETF stock for Q4 2018, up 7.1% quarter-over-quarter.
- 56 funds opened new iShares MSCI EAFE Growth ETF positions in Q4 2018 and 48 closed out, a net change of +8 holders.
- The largest iShares MSCI EAFE Growth ETF buyer in Q4 2018 was Bank of America, an estimated $119M added.
- The largest iShares MSCI EAFE Growth ETF seller in Q4 2018 was Citadel Advisors, an estimated $24.2M sold.
Based on aggregated 13F filings for Q4 2018.