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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
FCAS
301
First Command Advisory Services
Texas
$1K
JCM
302
Jacobi Capital Management
Pennsylvania
$1K
WAP
303
Wealthcare Advisory Partners
Pennsylvania
$1K
TFA
304
Transamerica Financial Advisors
Florida
$1K +$79 +1 New
MWM
305
Meridian Wealth Management
Kentucky
$215 +$21K +266 New
AII
306
AGF Investments Inc
Ontario, Canada
-$13.8M -178,505 Closed
Macquarie Group
307
Macquarie Group
Australia
-$10.2M -131,210 Closed
Susquehanna International Group
308
Susquehanna International Group
Pennsylvania
-$1.91M -24,670 Closed
EFL
309
ERn Financial LLC
Wisconsin
-$872K -11,001 Closed
JPLA
310
Joseph P. Lucia & Associates
New York
-$117 -9,223 Closed
BPWA
311
Beacon Pointe Wealth Advisors
California
-$600K -7,759 Closed
LWS
312
Lucia Wealth Services
California
-$466K -6,012 Closed
AIC
313
Ameritas Investment Company
Nebraska
-$382K -4,934 Closed
PP
314
Paloma Partners
Connecticut
-$359K -4,637 Closed
BSW
315
Buckingham Strategic Wealth
Missouri
-$278K -3,595 Closed
CIC
316
Cutler Investment Counsel
Oregon
-$274K -3,539 Closed
JIC
317
Johnson Investment Counsel
Ohio
-$244K -3,163 Closed
MIH
318
Meitav Investment House
Israel
-$241K -3,115 Closed
BHBT
319
Burke & Herbert Bank & Trust
Virginia
-$218K -2,810 Closed
SAM
320
Summit Asset Management
Tennessee
-$211K -2,725 Closed
SEI Investments
321
SEI Investments
Pennsylvania
-$210K -2,712 Closed
QCM
322
Quest Capital Management
Texas
-$203K -2,619 Closed
Deutsche Bank
323
Deutsche Bank
Germany
-$160K -2,074 Closed
IDBONY
324
Israel Discount Bank of New York
New York
-$132K -1,700 Closed
WAM
325
Wealthspire Advisors (Maryland)
Maryland
-$99K -1,283 Closed

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.