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iShares MSCI EAFE Growth ETF
EFG

Overview Fund Activity

129 hedge funds and large institutions have $1.06B invested in iShares MSCI EAFE Growth ETF in 2013 Q3 according to their latest regulatory filings, with 20 funds opening new positions, 54 increasing their positions, 38 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
129
Holders Change
+11
Holders Change %
+9.32%
% of All Funds
4.18%
Holding in Top 10
10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-9.09%
% of All Funds
0.32%
New
20
Increased
54
Reduced
38
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
BIT
BlackRock Institutional Trust
California
$13.6M
2
Jones Financial Companies
Jones Financial Companies
Missouri
$125M
3
OC
Oppenheimer & Co
New York
$3.89M
4
US Bancorp
US Bancorp
Minnesota
$54.6M
5
WTIM
Wilmington Trust Investment Management
Delaware
$2.3M

Top Sellers

1
CWA
Convergent Wealth Advisors
Maryland
$31.6M
2
Jane Street
Jane Street
New York
$266K
3
CIA
Choate Investment Advisors
Massachusetts
$56.5M
4
IFS
Ifrah Financial Services
Arkansas
$0
5
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$29.2M
Name Holding Trade Value Shares
Change 		Shares
Change %
U
26
UBS
Switzerland
$10.6M +$1.75M +25,640 +20%
Bank of New York Mellon
27
Bank of New York Mellon
New York
$9.88M -$25.6K -376 -0.3%
HRIA
28
Haberer Registered Investment Advisor
Ohio
$9.35M -$3.23M -47,461 -26%
BDF
29
Balasa Dinverno & Foltz
$9.27M -$439K -6,442 -5%
SG Americas Securities
30
SG Americas Securities
New York
$9.01M -$1.67M -24,501 -16%
MOACM
31
Mutual of America Capital Management
New York
$8.98M -$2.63M -38,600 -23%
CB
32
Commerce Bank
Missouri
$7.88M +$670K +9,830 +9%
JPMorgan Chase & Co
33
JPMorgan Chase & Co
New York
$7.48M +$657K +9,639 +10%
BII
34
Bainco International Investors
Massachusetts
$6.81M +$181K +2,655 +3%
RCM
35
RNC Capital Management
California
$6.49M +$91.3K +1,340 +1%
MA
36
MUFG Americas
New York
$6.44M +$449K +6,583 +7%
JRP
37
Jasper Ridge Partners
California
$6.03M – – –
BCI
38
Brinker Capital Investments
Pennsylvania
$5.62M +$711K +10,437 +14%
Truist Financial
39
Truist Financial
North Carolina
$5.57M +$1.37M +20,177 +33%
SCA
40
STALEY CAPITAL ADVISERS
Pennsylvania
$5.02M +$238K +3,500 +5%
OC
41
Oppenheimer & Co
New York
$3.89M +$3.09M +45,405 +391%
Northwestern Mutual Wealth Management
42
Northwestern Mutual Wealth Management
Wisconsin
$3.75M +$62.2K +913 +2%
BWP
43
BSW Wealth Partners
Colorado
$2.52M -$289K -4,242 -10%
Brown Advisory
44
Brown Advisory
Maryland
$2.43M -$5.52K -81 -0.2%
M&T Bank
45
M&T Bank
New York
$2.4M -$378K -5,547 -14%
Susquehanna International Group
46
Susquehanna International Group
Pennsylvania
$2.35M -$2.91M -42,684 -55%
WBG
47
Wharton Business Group
Pennsylvania
$2.34M – – –
WTIM
48
Wilmington Trust Investment Management
Delaware
$2.3M +$2.3M +33,720 New
Comerica Bank
49
Comerica Bank
Texas
$2.21M +$35.3K +518 +2%
V
50
Veritable
Delaware
$2.13M -$1.8M -26,495 -46%
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