EFG icon

iShares MSCI EAFE Growth ETF
EFG

Overview Fund Activity

211 hedge funds and large institutions have $1.74B invested in iShares MSCI EAFE Growth ETF in 2017 Q1 according to their latest regulatory filings, with 20 funds opening new positions, 76 increasing their positions, 75 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
211
Holders Change
-1
Holders Change %
-0.47%
% of All Funds
5.26%
Holding in Top 10
9
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+28.57%
% of All Funds
0.22%
New
20
Increased
76
Reduced
75
Closed
19
Calls
–
Puts
$327K
Net Calls
-$327K
Net Calls Change
-$327K

Top Buyers

1
RIG
RiverFront Investment Group
Virginia
+$38.4M
2
GI
Glovista Investments
New Jersey
+$30M
3
Jones Financial Companies
Jones Financial Companies
Missouri
+$11.7M
4
RJA
Raymond James & Associates
Florida
+$8.34M
5
LMIM
Lockheed Martin Investment Management
Maryland
+$4.28M

Top Sellers

1
Fidelity Investments
Fidelity Investments
Massachusetts
-$56.3M
2
Bank of America
Bank of America
North Carolina
-$34.4M
3
Bank of Montreal
Bank of Montreal
Ontario, Canada
-$26.7M
4
BDF
Balasa Dinverno & Foltz
-$17.3M
5
SCM
SCS Capital Management
Massachusetts
-$8.06M
Name Holding Trade Value Shares
Change 		Shares
Change %
BAAM
26
Baker Avenue Asset Management
California
$12.4M -$4.85M -69,861 -28%
SCA
27
STALEY CAPITAL ADVISERS
Pennsylvania
$12.3M +$141K +2,030 +1%
Northwestern Mutual Wealth Management
28
Northwestern Mutual Wealth Management
Wisconsin
$11.6M +$214K +3,083 +2%
BTS
29
BB&T Securities
Virginia
$11.2M +$825K +11,873 +8%
Bank of New York Mellon
30
Bank of New York Mellon
New York
$10.6M +$54.8K +788 +0.5%
Ameriprise
31
Ameriprise
Minnesota
$9.88M +$2.54M +36,780 +35%
LMIM
32
Lockheed Martin Investment Management
Maryland
$8.88M +$4.28M +61,571 +93%
CG
33
Colony Group
Massachusetts
$8.67M -$318K -4,577 -4%
BDF
34
Balasa Dinverno & Foltz
$6.73M -$17.3M -248,631 -72%
BJL
35
Brighton Jones LLC
Washington
$6.63M +$3.33M +47,984 +101%
BF
36
BOK Financial
Oklahoma
$5.99M -$70.7K -1,018 -1%
AWM
37
AE Wealth Management
Kansas
$5.83M +$2.41M +34,748 +71%
SS
38
Simplicity Solutions
Minnesota
$5.82M +$2.41M +34,694 +71%
LPL Financial
39
LPL Financial
California
$4.36M +$234K +3,370 +6%
1IA
40
1834 Investment Advisors
Wisconsin
$4.24M +$970K +13,961 +30%
JRP
41
Jasper Ridge Partners
California
$4.13M – – –
William Blair & Company
42
William Blair & Company
Illinois
$4.01M -$6.11K -89 -0.2%
Goldman Sachs
43
Goldman Sachs
New York
$4M +$171K +2,467 +4%
Comerica Bank
44
Comerica Bank
Texas
$3.77M +$1.55M +21,562 +70%
SRSA
45
S.R. Schill & Associates
Washington
$3.76M -$1.67K -24 -0%
Commonwealth Equity Services
46
Commonwealth Equity Services
Massachusetts
$3.55M +$1.23M +17,677 +53%
LTFS
47
Ladenburg Thalmann Financial Services
Florida
$3.42M -$528K -7,594 -13%
CB
48
Commerce Bank
Missouri
$3.37M -$382K -5,495 -10%
PFP
49
Pinnacle Financial Partners
Tennessee
$3.34M +$839K +12,068 +34%
KFS
50
Kissinger Financial Services
Maryland
$3.27M +$26.6K +382 +0.8%
1
2
3 4 5