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iShares MSCI EAFE Growth ETF
EFG

Overview Fund Activity

187 hedge funds and large institutions have $1.64B invested in iShares MSCI EAFE Growth ETF in 2016 Q3 according to their latest regulatory filings, with 16 funds opening new positions, 59 increasing their positions, 59 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
187
Holders Change
-3
Holders Change %
-1.58%
% of All Funds
5%
Holding in Top 10
10
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+25%
% of All Funds
0.27%
New
16
Increased
59
Reduced
59
Closed
16
Calls
–
Puts
$319K
Net Calls
-$319K
Net Calls Change
-$319K

Top Buyers

1
Fidelity Investments
Fidelity Investments
Massachusetts
$102M
2
Wells Fargo
Wells Fargo
California
$195M
3
BAAM
Baker Avenue Asset Management
California
$11.4M
4
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$12.7M
5
Jones Financial Companies
Jones Financial Companies
Missouri
$201M

Top Sellers

1
Macquarie Group
Macquarie Group
Australia
$19.8M
2
WP
WealthPLAN Partners
Nebraska
$18.5M
3
SG Americas Securities
SG Americas Securities
New York
$0
4
Bank of Montreal
Bank of Montreal
Ontario, Canada
$79M
5
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
BAAM
26
Baker Avenue Asset Management
California
$11.4M +$5.65M +82,597 +98%
MA
27
MUFG Americas
New York
$11.4M +$588K +8,598 +5%
BTS
28
BB&T Securities
Virginia
$10.2M +$136K +1,982 +1%
Bank of New York Mellon
29
Bank of New York Mellon
New York
$10M -$39.7K -580 -0.4%
BII
30
Bainco International Investors
Massachusetts
$8.15M +$212K +3,096 +3%
BJL
31
Brighton Jones LLC
Washington
$6.6M -$143K -2,089 -2%
BDF
32
Balasa Dinverno & Foltz
$6.57M -$89.2K -1,304 -1%
SRSA
33
S.R. Schill & Associates
Washington
$6.19M -$237K -3,469 -4%
Ameriprise
34
Ameriprise
Minnesota
$5.5M +$769K +11,241 +16%
LPL Financial
35
LPL Financial
California
$4.39M -$39.6K -582 -0.9%
AF
36
Affiance Financial
Minnesota
$4.12M -$167K -2,437 -4%
JRP
37
Jasper Ridge Partners
California
$4.06M – – –
CB
38
Commerce Bank
Missouri
$3.97M -$1.33M -19,426 -25%
LTFS
39
Ladenburg Thalmann Financial Services
Florida
$3.85M -$798K -11,701 -17%
Goldman Sachs
40
Goldman Sachs
New York
$3.7M -$501K -7,325 -12%
GT
41
Glenmede Trust
Pennsylvania
$3.45M -$589K -8,615 -15%
FT
42
Fiduciary Trust
Massachusetts
$3.4M -$212K -3,103 -6%
RJFSA
43
Raymond James Financial Services Advisors
Florida
$3.31M +$342K +5,006 +12%
KFS
44
Kissinger Financial Services
Maryland
$3.14M +$3.14M +45,913 New
IFS
45
Ifrah Financial Services
Arkansas
$3.12M -$492K -7,203 -14%
Northern Trust
46
Northern Trust
Illinois
$2.97M +$139K +2,040 +5%
1IA
47
1834 Investment Advisors
Wisconsin
$2.95M +$188K +2,754 +7%
HNB
48
Huntington National Bank
Ohio
$2.9M -$3.07M – –
HighTower Advisors
49
HighTower Advisors
Illinois
$2.79M +$239K +3,502 +9%
UCFA
50
United Capital Financial Advisors
Texas
$2.74M -$107K -1,566 -4%
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