iShares MSCI EAFE Growth ETF
144 hedge funds and large institutions have $1.17B invested in iShares MSCI EAFE Growth ETF in 2013 Q4 according to their latest regulatory filings, with 20 funds opening new positions, 60 increasing their positions, 42 reducing their positions, and 4 closing their positions.
400% more first-time investments, than exits
New positions opened: 20 | Existing positions closed: 4
43% more repeat investments, than reductions
Existing positions increased: 60 | Existing positions reduced: 42
20% more funds holding in top 10
Funds holding in top 10: 10 → 12 (+2)
12% more funds holding
Funds holding: 129 → 144 (+15)
10% more capital invested
Capital invested by funds: $1.06B → $1.17B (+$107M)
1.03% more ownership
Funds ownership: 66.12% → 67.15% (+1%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of America
Charlotte,
North Carolina
|
+$20.8M |
| 2 |
Wells Fargo
San Francisco,
California
|
+$10.1M |
| 3 |
Jones Financial Companies
Des Peres,
Missouri
|
+$6.81M |
| 4 |
Truist Financial
Charlotte,
North Carolina
|
+$5.2M |
| 5 |
ACM
Ashford Capital Management
Wilmington,
Delaware
|
+$2.75M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CIA
Choate Investment Advisors
Boston,
Massachusetts
|
-$8.45M |
| 2 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$5.03M |
| 3 |
SG Americas Securities
New York
|
-$2.99M |
| 4 |
WTIM
Wilmington Trust Investment Management
Wilmington,
Delaware
|
-$2.3M |
| 5 |
MAA
Managed Account Advisors
Jersey City,
New Jersey
|
-$1.77M |
EFG Hedge Fund Activity: Q4 2013 in Review
144 of the 3,445 institutional investors tracked by Wall St. Rank reported a position in iShares MSCI EAFE Growth ETF (EFG) for Q4 2013, worth a combined $1.17B — up 10% from $1.06B a quarter earlier.
Buyers outnumbered sellers: 20 funds opened new EFG positions and 4 closed out — a net gain of 16 holders — while 60 added to existing stakes and 42 trimmed.
The largest buyer was Bank of America, adding an estimated $20.8M. The largest seller was Choate Investment Advisors, cutting an estimated $8.45M.
- 144 institutional investors held iShares MSCI EAFE Growth ETF (EFG) as of Q4 2013, up from 129 in Q3 2013.
- Funds reported $1.17B of iShares MSCI EAFE Growth ETF stock for Q4 2013, up 10% quarter-over-quarter.
- 20 funds opened new iShares MSCI EAFE Growth ETF positions in Q4 2013 and 4 closed out, a net change of +16 holders.
- The largest iShares MSCI EAFE Growth ETF buyer in Q4 2013 was Bank of America, an estimated $20.8M added.
- The largest iShares MSCI EAFE Growth ETF seller in Q4 2013 was Choate Investment Advisors, an estimated $8.45M sold.
Based on aggregated 13F filings for Q4 2013.