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iShares MSCI EAFE Growth ETF
EFG

Overview Fund Activity

285 hedge funds and large institutions have $2.38B invested in iShares MSCI EAFE Growth ETF in 2018 Q1 according to their latest regulatory filings, with 40 funds opening new positions, 91 increasing their positions, 88 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
285
Holders Change
+19
Holders Change %
+7.14%
% of All Funds
6.54%
Holding in Top 10
12
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.28%
New
40
Increased
91
Reduced
88
Closed
19
Calls
$547K
Puts
–
Net Calls
+$547K
Net Calls Change
+$264K

Top Buyers

1
AssetMark Inc
AssetMark Inc
California
+$68.8M
2
Fidelity Investments
Fidelity Investments
Massachusetts
+$24.3M
3
RWP
RWA Wealth Partners
Massachusetts
+$7.2M
4
Jones Financial Companies
Jones Financial Companies
Missouri
+$6.98M
5
HPWM
Highland Private Wealth Management
Washington
+$5.8M

Top Sellers

1
RIG
RiverFront Investment Group
Virginia
-$93.8M
2
RJA
Raymond James & Associates
Florida
-$36.3M
3
Citadel Advisors
Citadel Advisors
Florida
-$17M
4
Jane Street
Jane Street
New York
-$7.8M
5
Janney Montgomery Scott
Janney Montgomery Scott
Pennsylvania
-$7.55M
Name Holding Trade Value Shares
Change 		Shares
Change %
MA
26
MUFG Americas
New York
$16.3M -$26.5K -335 -0.2%
Janney Montgomery Scott
27
Janney Montgomery Scott
Pennsylvania
$15.7M -$7.55M -93,993 -32%
SCA
28
STALEY CAPITAL ADVISERS
Pennsylvania
$15.3M +$1.04M +12,950 +7%
Northwestern Mutual Wealth Management
29
Northwestern Mutual Wealth Management
Wisconsin
$14.8M +$237K +2,951 +2%
CWM
30
Cranbrook Wealth Management
Michigan
$13.1M -$311K -3,867 -2%
X
31
Xponance
Pennsylvania
$11.6M -$3.75M -46,702 -24%
LMIM
32
Lockheed Martin Investment Management
Maryland
$10.2M +$8.04K +100 +0.1%
Goldman Sachs
33
Goldman Sachs
New York
$9.08M +$2.22M +27,629 +32%
LTFS
34
Ladenburg Thalmann Financial Services
Florida
$8.51M +$2.09M +26,181 +33%
HighTower Advisors
35
HighTower Advisors
Illinois
$8.37M +$123K +1,533 +1%
BTS
36
BB&T Securities
Virginia
$8.34M -$4.08M -50,771 -33%
Envestnet Asset Management
37
Envestnet Asset Management
Illinois
$8.17M -$4.55M -56,526 -36%
RWP
38
RWA Wealth Partners
Massachusetts
$7.96M +$7.2M +89,550 +949%
Commonwealth Equity Services
39
Commonwealth Equity Services
Massachusetts
$7.93M +$300K +3,731 +4%
BF
40
BOK Financial
Oklahoma
$7.5M +$416K +5,178 +6%
Manulife (Manufacturers Life Insurance)
41
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$7.49M +$4.33M +53,931 +137%
LPL Financial
42
LPL Financial
California
$7M -$369K -4,587 -5%
BDF
43
Balasa Dinverno & Foltz
$6.87M -$708K -8,807 -9%
CG
44
Colony Group
Massachusetts
$6.6M -$916K -11,400 -12%
SWM
45
Shakespeare Wealth Management
Wisconsin
$6.53M +$302K +3,753 +5%
BJL
46
Brighton Jones LLC
Washington
$6.48M -$236K -2,933 -4%
1IA
47
1834 Investment Advisors
Wisconsin
$6.29M +$393K +4,889 +7%
SRSA
48
S.R. Schill & Associates
Washington
$6.09M +$186K +2,312 +3%
PAG
49
Private Advisory Group
Washington
$5.8M -$957K -11,909 -14%
HPWM
50
Highland Private Wealth Management
Washington
$5.8M +$5.8M +72,198 New
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