EFG icon

iShares MSCI EAFE Growth ETF
EFG

Overview Fund Activity

169 hedge funds and large institutions have $1.34B invested in iShares MSCI EAFE Growth ETF in 2015 Q2 according to their latest regulatory filings, with 20 funds opening new positions, 61 increasing their positions, 46 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
169
Holders Change
+10
Holders Change %
+6.29%
% of All Funds
4.56%
Holding in Top 10
7
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.19%
New
20
Increased
61
Reduced
46
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Goldman Sachs
1
Goldman Sachs
New York
$69.5M
2
Bank of Montreal
2
Bank of Montreal
Ontario, Canada
$47.8M
3
Jane Street
3
Jane Street
New York
$28.6M
4
Bank of America
4
Bank of America
North Carolina
$135M
5
CB
5
Commerce Bank
Missouri
$12.1M

Top Sellers

1
BIT
1
BlackRock Institutional Trust
California
$0
2
CIA
2
Choate Investment Advisors
Massachusetts
$1.84M
3
PNC Financial Services Group
3
PNC Financial Services Group
Pennsylvania
$65.4M
4
CWA
4
Convergent Wealth Advisors
Maryland
$26.2M
5
ACM
5
Ashford Capital Management
Delaware
$4.08M
Name Holding Trade Value Shares
Change 		Shares
Change %
Envestnet Asset Management
26
Envestnet Asset Management
Illinois
$10.2M +$1.3M +18,642 +15%
SCA
27
STALEY CAPITAL ADVISERS
Pennsylvania
$9.47M +$289K +4,135 +3%
HNB
28
Huntington National Bank
Ohio
$9.37M -$110K -1,575 Closed
MA
29
MUFG Americas
New York
$9.11M +$1.02M +14,506 +13%
IFS
30
Ifrah Financial Services
Arkansas
$7.74M +$7.74M +110,798 New
BDF
31
Balasa Dinverno & Foltz
$7.55M -$87.1K -1,246 -1%
BII
32
Bainco International Investors
Massachusetts
$7.53M +$176K +2,516 +2%
BJL
33
Brighton Jones LLC
Washington
$7.41M -$745K -10,664 -9%
TCM
34
TD Capital Management
Tennessee
$7M -$797K -11,401 -10%
LTFS
35
Ladenburg Thalmann Financial Services
Florida
$5.68M +$2.34M +33,471 +70%
JRP
36
Jasper Ridge Partners
California
$4.51M – – –
SRSA
37
S.R. Schill & Associates
Washington
$4.26M -$117K -1,677 -3%
ACM
38
Ashford Capital Management
Delaware
$4.08M -$2.5M -35,743 -38%
LPL Financial
39
LPL Financial
California
$3.97M +$633K +9,166 +19%
AL
40
Aspiriant LLC
California
$3.92M +$388K +5,552 +11%
CS
41
Credit Suisse
Switzerland
$3.57M +$26.6K +380 +0.8%
CCA
42
Checchi Capital Advisers
California
$3.09M -$198K -2,831 -6%
UCFA
43
United Capital Financial Advisors
Texas
$3.07M -$838 -12 -0%
PSI
44
Pinnacle Summer Investments
Virginia
$2.91M +$166K +2,370 +6%
F
45
FolioMetrix
Nebraska
$2.73M +$782K +11,271 +40%
1IA
46
1834 Investment Advisors
Wisconsin
$2.4M +$30.1K +431 +1%
Comerica Bank
47
Comerica Bank
Texas
$2.29M +$1.18M +16,959 +107%
PFBT
48
Parkside Financial Bank & Trust
Missouri
$2.27M +$281K +4,022 +14%
GT
49
Glenmede Trust
Pennsylvania
$2.22M +$34.2K +490 +2%
DY
50
Dowling & Yahnke
California
$2.17M -$36.3K -520 -2%
1
2
3 4 5