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iShares MSCI EAFE Growth ETF
EFG

Overview Fund Activity

158 hedge funds and large institutions have $1.11B invested in iShares MSCI EAFE Growth ETF in 2014 Q4 according to their latest regulatory filings, with 23 funds opening new positions, 54 increasing their positions, 48 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
158
Holders Change
+4
Holders Change %
+2.6%
% of All Funds
4.22%
Holding in Top 10
7
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.19%
New
23
Increased
54
Reduced
48
Closed
17
Calls
$283K
Puts
–
Net Calls
+$283K
Net Calls Change
+$283K

Top Buyers

1
Bank of America
Bank of America
North Carolina
$120M
2
MAA
Managed Account Advisors
New Jersey
$28.8M
3
AL
Aspiriant LLC
California
$9.7M
4
Jones Financial Companies
Jones Financial Companies
Missouri
$159M
5
Morgan Stanley
Morgan Stanley
New York
$39.6M

Top Sellers

1
SG Americas Securities
SG Americas Securities
New York
$0
2
Envestnet Asset Management
Envestnet Asset Management
Illinois
$4.41M
3
UCFA
United Capital Financial Advisors
Texas
$2.6M
4
CIA
Choate Investment Advisors
Massachusetts
$17.7M
5
FTUS
Flow Traders U.S.
New York
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
BIT
26
BlackRock Institutional Trust
California
$8.85M +$122K +1,859 +1%
BJL
27
Brighton Jones LLC
Washington
$7.86M -$390K -5,931 -5%
ACM
28
Ashford Capital Management
Delaware
$7.79M -$342K -5,196 -4%
Northwestern Mutual Wealth Management
29
Northwestern Mutual Wealth Management
Wisconsin
$7.56M +$2.11M +32,127 +39%
BDF
30
Balasa Dinverno & Foltz
$7.26M -$20.9K -318 -0.3%
MA
31
MUFG Americas
New York
$7.13M +$105K +1,590 +1%
SCA
32
STALEY CAPITAL ADVISERS
Pennsylvania
$6.96M +$567K +8,615 +9%
BII
33
Bainco International Investors
Massachusetts
$6.53M +$107K +1,628 +2%
Goldman Sachs
34
Goldman Sachs
New York
$5.06M -$4.25M -64,577 -46%
RJA
35
Raymond James & Associates
Florida
$4.72M +$3.69M +56,008 +357%
SRSA
36
S.R. Schill & Associates
Washington
$4.48M +$4.48M +68,129 New
JA
37
JOYN Advisors
Georgia
$4.43M +$4.43M +67,322 New
Envestnet Asset Management
38
Envestnet Asset Management
Illinois
$4.41M -$14.1M -214,997 -76%
JRP
39
Jasper Ridge Partners
California
$4.25M – – –
TC
40
Telemus Capital
Michigan
$3.96M +$3.7M +56,278 +1,429%
CCA
41
Checchi Capital Advisers
California
$3.27M -$371K -5,641 -10%
PI
42
Placemark Investments
Illinois
$2.6M +$1.11M +16,887 +74%
UCFA
43
United Capital Financial Advisors
Texas
$2.6M -$14M -212,212 -84%
WBG
44
Wharton Business Group
Pennsylvania
$2.57M – – –
PSI
45
Pinnacle Summer Investments
Virginia
$2.53M +$572K +8,579 +29%
V
46
Veritable
Delaware
$2.51M -$24.2K -368 -1%
NPF
47
Norris Perne & French
Michigan
$2.5M -$1.6M -24,279 -39%
CB
48
Commerce Bank
Missouri
$2.28M +$303K +4,597 +15%
GT
49
Glenmede Trust
Pennsylvania
$2.22M -$1.18M -17,870 -35%
1IA
50
1834 Investment Advisors
Wisconsin
$2.18M +$1.05K +16 +0%
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