iShares MSCI EAFE Growth ETF
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.
19% more first-time investments, than exits
New positions opened: 25 | Existing positions closed: 21
1% more funds holding
Funds holding: 305 → 307 (+2)
0% less capital invested
Capital invested by funds: $3.02B → $3.02B (-$2.51M)
0.75% less ownership
Funds ownership: 76.28% → 75.53% (-0.75%)
6% less funds holding in top 10
Funds holding in top 10: 17 → 16 (-1)
12% less repeat investments, than reductions
Existing positions increased: 88 | Existing positions reduced: 100
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SCM
Sterling Capital Management
Charlotte,
North Carolina
|
+$25.9M |
| 2 |
PSUF
People's United Financial
Bridgeport,
Connecticut
|
+$20.6M |
| 3 |
NB
NBT Bank
Norwich,
New York
|
+$11.7M |
| 4 |
TC
Trilogy Capital
Irvine,
California
|
+$10.8M |
| 5 |
US Bancorp
Minneapolis,
Minnesota
|
+$9.92M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of Montreal
Toronto,
Ontario, Canada
|
-$40M |
| 2 |
LMIM
Lockheed Martin Investment Management
Bethesda,
Maryland
|
-$20.3M |
| 3 |
Citadel Advisors
Miami,
Florida
|
-$18M |
| 4 |
Bank of America
Charlotte,
North Carolina
|
-$9.88M |
| 5 |
Fidelity Investments
Boston,
Massachusetts
|
-$7.86M |
EFG Hedge Fund Activity: Q3 2019 in Review
307 of the 4,560 institutional investors tracked by Wall St. Rank reported a position in iShares MSCI EAFE Growth ETF (EFG) for Q3 2019, worth a combined $3.02B — down 0.08% from $3.02B a quarter earlier.
Buyers outnumbered sellers: 25 funds opened new EFG positions and 21 closed out — a net gain of 4 holders — while 88 added to existing stakes and 100 trimmed.
The largest buyer was Sterling Capital Management, adding an estimated $25.9M. The largest seller was Bank of Montreal, cutting an estimated $40M.
- 307 institutional investors held iShares MSCI EAFE Growth ETF (EFG) as of Q3 2019, up from 305 in Q2 2019.
- Funds reported $3.02B of iShares MSCI EAFE Growth ETF stock for Q3 2019, down 0.08% quarter-over-quarter.
- 25 funds opened new iShares MSCI EAFE Growth ETF positions in Q3 2019 and 21 closed out, a net change of +4 holders.
- The largest iShares MSCI EAFE Growth ETF buyer in Q3 2019 was Sterling Capital Management, an estimated $25.9M added.
- The largest iShares MSCI EAFE Growth ETF seller in Q3 2019 was Bank of Montreal, an estimated $40M sold.
Based on aggregated 13F filings for Q3 2019.