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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
FCA
301
FinTrust Capital Advisors
South Carolina
$76K +$73.6K +882 New
IBOK
302
Independence Bank of Kentucky
Kentucky
$75K
IA
303
IFP Advisors
Florida
$70K -$264K -3,166 -80%
FHA
304
Flagship Harbor Advisors
Massachusetts
$69K
PFGIA
305
Patriot Financial Group Insurance Agency
Massachusetts
$68K
SSB
306
Sandy Spring Bank
Maryland
$66K -$8.76K -105 -12%
SL
307
Salomon & Ludwin
Virginia
$64K
PCG
308
Private Capital Group
Connecticut
$62K +$60.2K +722 New
Deutsche Bank
309
Deutsche Bank
Germany
$61K -$1.75K -21 -3%
BWP
310
Baldwin Wealth Partners
Massachusetts
$61K +$7.93K +95 +15%
IF
311
Ironwood Financial
Arizona
$59K
ST
312
Smithfield Trust
Pennsylvania
$59K
First Manhattan
313
First Manhattan
New York
$58K
HI
314
Hudock Inc
Pennsylvania
$55K +$83 +1 +0.2%
BCI
315
Brinker Capital Investments
Pennsylvania
$51K
EI
316
Ellevest Inc
New York
$48K +$46.6K +559 New
IFAM
317
Institutional & Family Asset Management
Colorado
$46K +$83 +1 +0.2%
HWM
318
HighMark Wealth Management
Minnesota
$45K +$44.3K +531 New
WWM
319
Willingdon Wealth Management
North Carolina
$44K
BAM
320
Barrett Asset Management
New York
$42K
JFA
321
JNBA Financial Advisors
Minnesota
$42K
Qube Research & Technologies (QRT)
322
Qube Research & Technologies (QRT)
United Kingdom
$42K +$40.4K +484 New
CAC
323
Certified Advisory Corp
Florida
$39K
BA
324
Ballast Advisors
Minnesota
$38K +$37K +443 New
FP
325
Financial Perspectives
Minnesota
$35K +$33.7K +404 New

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.