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iShares MSCI EAFE Growth ETF
EFG

Overview Fund Activity

307 hedge funds and large institutions have $3.02B invested in iShares MSCI EAFE Growth ETF in 2019 Q3 according to their latest regulatory filings, with 25 funds opening new positions, 88 increasing their positions, 100 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
307
Holders Change
+2
Holders Change %
+0.66%
% of All Funds
6.74%
Holding in Top 10
16
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-5.88%
% of All Funds
0.35%
New
25
Increased
88
Reduced
100
Closed
21
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
SCM
Sterling Capital Management
North Carolina
$88.1M
2
PSUF
People's United Financial
Connecticut
$89.4M
3
NB
NBT Bank
New York
$11.8M
4
TC
Trilogy Capital
California
$10.7M
5
US Bancorp
US Bancorp
Minnesota
$92.3M

Top Sellers

1
Bank of Montreal
Bank of Montreal
Ontario, Canada
$1.23M
2
LMIM
Lockheed Martin Investment Management
Maryland
$0
3
Citadel Advisors
Citadel Advisors
Florida
$0
4
Bank of America
Bank of America
North Carolina
$170M
5
Fidelity Investments
Fidelity Investments
Massachusetts
$385M
Name Holding Trade Value Shares
Change 		Shares
Change %
Bank of New York Mellon
26
Bank of New York Mellon
New York
$23.8M +$164K +2,042 +0.7%
Northwestern Mutual Wealth Management
27
Northwestern Mutual Wealth Management
Wisconsin
$23.3M +$1.24M +15,408 +6%
Envestnet Asset Management
28
Envestnet Asset Management
Illinois
$22.4M -$691K -8,585 -3%
Truist Financial
29
Truist Financial
North Carolina
$22.2M -$11.8K -147 -0.1%
Royal Bank of Canada
30
Royal Bank of Canada
Ontario, Canada
$21.2M -$146K -1,817 -0.7%
Janney Montgomery Scott
31
Janney Montgomery Scott
Pennsylvania
$19.1M -$601K -7,461 -3%
JPMorgan Chase & Co
32
JPMorgan Chase & Co
New York
$18.6M +$1.28M +15,900 +7%
SCA
33
STALEY CAPITAL ADVISERS
Pennsylvania
$17.1M -$1.04M -12,900 -6%
BAAM
34
Baker Avenue Asset Management
California
$15.5M -$126K -1,562 -0.8%
BFPW
35
BOK Financial Private Wealth
Colorado
$14.6M +$9.95M +123,631 +214%
William Blair & Company
36
William Blair & Company
Illinois
$14.4M +$38.2K +475 +0.3%
TAIM
37
TD Ameritrade Investment Management
Nebraska
$12.9M +$3.08M +38,228 +31%
MA
38
MUFG Americas
New York
$12.5M +$612K +7,601 +5%
CP
39
Covenant Partners
Tennessee
$12.3M -$12.3K -153 -0.1%
CWM
40
Cranbrook Wealth Management
Michigan
$12.2M -$29.9K -372 -0.2%
NB
41
NBT Bank
New York
$11.8M +$11.8M +146,169 New
LPL Financial
42
LPL Financial
California
$11.2M +$1.77M +22,030 +19%
LTFS
43
Ladenburg Thalmann Financial Services
Florida
$11.2M +$892K +11,082 +9%
SRSA
44
S.R. Schill & Associates
Washington
$11.1M +$1.64M +20,359 +17%
TC
45
Trilogy Capital
California
$10.7M +$10.7M +134,827 New
CAPTRUST Financial Advisors
46
CAPTRUST Financial Advisors
North Carolina
$9.99M -$83.7K -1,040 -0.8%
CCMG
47
Clark Capital Management Group
Pennsylvania
$9.77M -$741K -9,200 -7%
Commonwealth Equity Services
48
Commonwealth Equity Services
Massachusetts
$9.65M -$479K -5,947 -5%
CB
49
Commerce Bank
Missouri
$9.58M +$3.25M +40,388 +51%
BTS
50
BB&T Securities
Virginia
$8.95M +$188K +2,338 +2%
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