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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
GI
351
Gradient Investments
Minnesota
$6K -$1.84K -22 -25%
AF
352
Allworth Financial
California
$5K +$4.51K +54 New
CAAS
353
Capital Asset Advisory Services
Michigan
$5K +$5.01K +60 New
CC
354
Cassaday & Co
Virginia
$5K +$5.17K +62 New
WAP
355
Wealthcare Advisory Partners
Pennsylvania
$4K +$4.34K +52 New
NL
356
NVWM LLC
Pennsylvania
$2K
ME
357
McIlrath & Eck
Washington
$2K +$2.34K +28 New
FCAS
358
First Command Advisory Services
Texas
$1K -$2.59K -31 -76%
FRA
359
Front Row Advisors
California
$1K
JCM
360
Jacobi Capital Management
Pennsylvania
$1K
WP
361
WealthShield Partners
North Carolina
$1K +$918 +11 New
GG
362
Gleason Group
Kentucky
$1K +$1.25K +15 New
HWM
363
Howard Wealth Management
Connecticut
$1K +$1.92K +23 New
WQ
364
Wealth Quarterback
New Jersey
$865 +$834 +10 New
M&T Bank
365
M&T Bank
New York
-$65.8M -817,306 Closed
TC
366
Trilogy Capital
California
-$10.7M -134,827 Closed
ARG
367
Advisory Resource Group
Oklahoma
-$2.8M -34,808 Closed
GCA
368
Greenwood Capital Associates
South Carolina
-$1.81M -22,475 Closed
CAG
369
Csenge Advisory Group
Florida
-$788K -9,793 Closed
WBG
370
Wharton Business Group
Pennsylvania
-$524K -6,514 Closed
BSB
371
Bangor Savings Bank
Maine
-$403K -5,002 Closed
UBS AM
372
UBS AM
Illinois
-$393K -4,877 Closed
FTIOP
373
Fiduciary Trust International of Pennsylvania
Pennsylvania
-$386K -4,803 Closed
CFSG
374
Community Financial Services Group
Vermont
-$370K -4,603 Closed
SEI Investments
375
SEI Investments
Pennsylvania
-$218K -2,712 Closed

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.