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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
BW
326
Bison Wealth
Georgia
$34K +$32.5K +390 New
FFC
327
First Financial Corp
Indiana
$32K
WCG
328
Weaver Consulting Group
California
$32K
RFA
329
Reilly Financial Advisors
California
$26K -$2.75K -33 -10%
MCM
330
McMillion Capital Management
North Carolina
$23K
AIC
331
Archer Investment Corporation
Indiana
$22K +$21.3K +255 New
PWMG
332
Prestige Wealth Management Group
New Jersey
$21K
RTC
333
Riverview Trust Company
Washington
$21K
AAP
334
Arax Advisory Partners
Colorado
$20K +$83 +1 +0.4%
VCP
335
Verus Capital Partners
Arizona
$20K +$19.4K +232 New
S
336
SignatureFD
Georgia
$19K +$10.5K +126 +133%
SCA
337
Stonebridge Capital Advisors
Minnesota
$17K -$6.84K -82 -29%
EWM
338
EPG Wealth Management
Georgia
$17K +$16.4K +196 New
AIC
339
Ameritas Investment Company
Nebraska
$15K -$23.4K -281 -61%
GAM
340
GQ Asset Management
New York
$14K +$13.7K +164 New
AWM
341
AllSquare Wealth Management
New York
$12K
CFD
342
Creative Financial Designs
Indiana
$12K
LFG
343
Larson Financial Group
Missouri
$12K +$8.09K +97 +226%
RAM
344
Riggs Asset Management
Pennsylvania
$12K +$11.3K +135 New
ADL
345
Asset Dedication LLC
California
$10K
BBPWM
346
Blue Bell Private Wealth Management
Pennsylvania
$9K
MAM
347
Meeder Asset Management
Ohio
$8K
SFSIG
348
San Francisco Sentry Investment Group
California
$8K
FIB
349
First Interstate Bank
Montana
$7K
RIA
350
Realta Investment Advisors
Delaware
$7K

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.