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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 %
GT
301
Glenmede Trust
Pennsylvania
$3.14K -$187 -2,324 -6%
LFG
302
Larson Financial Group
Missouri
$3K – – –
NL
303
NVWM LLC
Pennsylvania
$2K – – –
JCM
304
Jacobi Capital Management
Pennsylvania
$1K – – –
FRA
305
Front Row Advisors
California
$1K +$1K +11 New
CAN
306
Claraphi Advisory Network
United States
$1K +$1K +12 New
FCAS
307
First Command Advisory Services
Texas
$1K +$756 +31 +310%
LMIM
308
Lockheed Martin Investment Management
Maryland
– -$20.3M -251,389 Closed
Citadel Advisors
309
Citadel Advisors
Florida
– -$18M -222,492 Closed
RCAG
310
Rehmann Capital Advisory Group
Michigan
– -$412K -5,099 Closed
CPO
311
Cerity Partners OCIO
New York
– -$344K -4,256 Closed
IWA
312
Independence Wealth Advisors
Virginia
– -$297K -3,675 Closed
CA
313
Cortland Associates
Missouri
– -$254K -3,150 Closed
PFO
314
Pathstone Family Office
New Jersey
– -$238K -2,950 Closed
FNT
315
First National Trust
Pennsylvania
– -$235K -2,910 Closed
OIA
316
OneDigital Investment Advisors
Kansas
– -$45K -554 Closed
ACS
317
Archford Capital Strategies
Illinois
– -$45K -554 Closed
PCG
318
Private Capital Group
Connecticut
– -$43K -545 Closed
MWM
319
Meridian Wealth Management
Kentucky
– -$215 -266 Closed
BFEC
320
Benjamin F. Edwards & Company
Missouri
– -$18K -218 Closed
SWP
321
Strategic Wealth Partners
Ohio
– -$11K -148 Closed
MWM
322
Mascoma Wealth Management
New Hampshire
– -$4K -50 Closed
FCFS
323
First Command Financial Services
Texas
– -$3K -33 Closed
FCB
324
First Command Bank
Texas
– -$3K -33 Closed
Barclays
325
Barclays
United Kingdom
– -$2K -29 Closed
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