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iShares MSCI EAFE Growth ETF
EFG

Overview Fund Activity

266 hedge funds and large institutions have $2.45B invested in iShares MSCI EAFE Growth ETF in 2017 Q4 according to their latest regulatory filings, with 44 funds opening new positions, 103 increasing their positions, 63 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
266
Holders Change
+19
Holders Change %
+7.69%
% of All Funds
6.04%
Holding in Top 10
12
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+20%
% of All Funds
0.27%
New
44
Increased
103
Reduced
63
Closed
22
Calls
$283K
Puts
–
Net Calls
+$283K
Net Calls Change
+$956K

Top Buyers

1
AssetMark Inc
AssetMark Inc
California
$46.2M
2
Fidelity Investments
Fidelity Investments
Massachusetts
$260M
3
SS
Simplicity Solutions
Minnesota
$17.1M
4
Citadel Advisors
Citadel Advisors
Florida
$17M
5
Bank of Montreal
Bank of Montreal
Ontario, Canada
$67.5M

Top Sellers

1
BFG
Barber Financial Group
Kansas
$0
2
LMIM
Lockheed Martin Investment Management
Maryland
$10.2M
3
Jane Street
Jane Street
New York
$7.8M
4
MA
MUFG Americas
New York
$16.7M
5
HNB
Huntington National Bank
Ohio
$2.34M
Name Holding Trade Value Shares
Change 		Shares
Change %
Citadel Advisors
26
Citadel Advisors
Florida
$17M +$16.4M +203,428 +2,700%
MA
27
MUFG Americas
New York
$16.7M -$2.43M -30,110 -13%
X
28
Xponance
Pennsylvania
$16.3M +$2.93M +34,224 +22%
BAAM
29
Baker Avenue Asset Management
California
$14.7M +$341K +4,227 +2%
Northwestern Mutual Wealth Management
30
Northwestern Mutual Wealth Management
Wisconsin
$14.6M -$192K -2,376 -1%
SCA
31
STALEY CAPITAL ADVISERS
Pennsylvania
$14.3M -$138K -1,715 -1%
CWM
32
Cranbrook Wealth Management
Michigan
$13.5M -$1.25M -15,521 -8%
Envestnet Asset Management
33
Envestnet Asset Management
Illinois
$12.8M -$966K -11,971 -7%
CL
34
Cabana LLC
Arkansas
$12.7M +$12.7M +140,716 New
BTS
35
BB&T Securities
Virginia
$12.5M -$525K -6,498 -4%
LMIM
36
Lockheed Martin Investment Management
Maryland
$10.2M -$5.71M -70,695 -36%
RRC
37
Relaxing Retirement Coach
Massachusetts
$8.8M +$8.8M +108,879 New
HighTower Advisors
38
HighTower Advisors
Illinois
$8.28M -$1.36M -16,827 -14%
Jane Street
39
Jane Street
New York
$7.8M -$3.22M -39,842 -29%
Commonwealth Equity Services
40
Commonwealth Equity Services
Massachusetts
$7.66M +$2.23M +27,617 +41%
BDF
41
Balasa Dinverno & Foltz
$7.61M -$18.6K -230 -0.2%
CG
42
Colony Group
Massachusetts
$7.55M -$827K -10,237 -10%
LPL Financial
43
LPL Financial
California
$7.4M +$1.08M +13,332 +17%
BF
44
BOK Financial
Oklahoma
$7.11M +$188K +2,332 +3%
Goldman Sachs
45
Goldman Sachs
New York
$6.89M +$2.26M +27,982 +49%
PAG
46
Private Advisory Group
Washington
$6.79M +$1.24M +15,370 +22%
BJL
47
Brighton Jones LLC
Washington
$6.74M -$382K -4,731 -5%
LTFS
48
Ladenburg Thalmann Financial Services
Florida
$6.47M +$1.06M +13,188 +20%
SWM
49
Shakespeare Wealth Management
Wisconsin
$6.26M +$6.26M +77,533 New
SRSA
50
S.R. Schill & Associates
Washington
$5.93M -$48.3K -598 -0.8%
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