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iShares MSCI EAFE Growth ETF
EFG

Overview Fund Activity

311 hedge funds and large institutions have $2.79B invested in iShares MSCI EAFE Growth ETF in 2019 Q1 according to their latest regulatory filings, with 38 funds opening new positions, 82 increasing their positions, 114 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
311
Holders Change
+8
Holders Change %
+2.64%
% of All Funds
6.74%
Holding in Top 10
14
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.3%
New
38
Increased
82
Reduced
114
Closed
26
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC)
Nebraska
+$119M
2
SCM
Sterling Capital Management
North Carolina
+$59.4M
3
BlackRock
BlackRock
New York
+$35.6M
4
SS
Simplicity Solutions
Minnesota
+$16.2M
5
AWM
AE Wealth Management
Kansas
+$16M

Top Sellers

1
Bank of America
Bank of America
North Carolina
-$132M
2
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$56.5M
3
Bank of Montreal
Bank of Montreal
Ontario, Canada
-$30.4M
4
CP
Covenant Partners
Tennessee
-$23.1M
5
LI
LVZ Inc
Michigan
-$20.6M
Name Holding Trade Value Shares
Change 		Shares
Change %
HIM
326
Hotaling Investment Management
Pennsylvania
– -$200K -2,902 Closed
BOPW
327
Brandywine Oak Private Wealth
Pennsylvania
– -$78K -1,132 Closed
Chevy Chase Trust
328
Chevy Chase Trust
Maryland
– -$72K -1,037 Closed
BBHC
329
Brown Brothers Harriman & Co
New York
– -$62K -900 Closed
S
330
SignatureFD
Georgia
– -$52K -758 Closed
CG
331
Cutler Group
California
– -$13K -200 Closed
SWM
332
SeaCrest Wealth Management
New York
– -$13K -181 Closed
AIA
333
Alera Investment Advisors
Illinois
– -$10K -149 Closed
IFA
334
Interactive Financial Advisors
Illinois
– -$2K -29 Closed
RWA
335
River Wealth Advisors
Pennsylvania
– -$1K -20 Closed
MWA
336
Meridian Wealth Advisors
Texas
– -$1K -8 Closed
TFA
337
Transamerica Financial Advisors
Florida
– -$1K -1 Closed
10 11 12 13
14