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iShares MSCI EAFE Growth ETF
EFG

Overview Fund Activity

147 hedge funds and large institutions have $1.19B invested in iShares MSCI EAFE Growth ETF in 2014 Q1 according to their latest regulatory filings, with 13 funds opening new positions, 56 increasing their positions, 51 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
147
Holders Change
+3
Holders Change %
+2.08%
% of All Funds
4.25%
Holding in Top 10
11
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-8.33%
% of All Funds
0.32%
New
13
Increased
56
Reduced
51
Closed
10
Calls
–
Puts
$241K
Net Calls
-$241K
Net Calls Change
-$241K

Top Buyers

1
FTUS
Flow Traders U.S.
New York
+$28.8M
2
Jane Street
Jane Street
New York
+$22.1M
3
Jones Financial Companies
Jones Financial Companies
Missouri
+$9.43M
4
NPF
Norris Perne & French
Michigan
+$4.07M
5
SG Americas Securities
SG Americas Securities
New York
+$3.57M

Top Sellers

1
TAG
Tactical Allocation Group
Michigan
-$11.7M
2
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$9.15M
3
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$7.34M
4
RCM
RNC Capital Management
California
-$6.24M
5
Bank of America
Bank of America
North Carolina
-$4.92M
Name Holding Trade Value Shares
Change 		Shares
Change %
Brown Advisory
51
Brown Advisory
Maryland
$2.55M – – –
DY
52
Dowling & Yahnke
California
$2.35M +$154K +2,170 +7%
LPL Financial
53
LPL Financial
California
$2.24M -$20.4K -288 -0.9%
1IA
54
1834 Investment Advisors
Wisconsin
$2.24M +$182K +2,562 +9%
MFS
55
MSI Financial Services
Massachusetts
$1.98M +$197K +2,780 +11%
M&T Bank
56
M&T Bank
New York
$1.88M -$640K -9,027 -25%
Susquehanna International Group
57
Susquehanna International Group
Pennsylvania
$1.67M -$1.92M -27,100 -54%
HCMT
58
Highland Capital Management (Tennessee)
Tennessee
$1.61M +$52.4K +739 +3%
Barclays
59
Barclays
United Kingdom
$1.58M +$379K +5,405 +32%
William Blair & Company
60
William Blair & Company
Illinois
$1.51M -$24.8K -350 -2%
BWP
61
BSW Wealth Partners
Colorado
$1.41M -$478K -6,741 -25%
CG
62
Colony Group
Massachusetts
$1.4M +$150K +2,116 +12%
Comerica Bank
63
Comerica Bank
Texas
$1.37M -$47.3K -666 -3%
JPMPWA
64
J.P. Morgan Private Wealth Advisors
California
$1.35M -$143K -2,011 -10%
WB
65
Webster Bank
Connecticut
$1.34M +$78.1K +1,100 +6%
Citadel Advisors
66
Citadel Advisors
Florida
$1.3M +$1.3M +18,367 New
Stifel Financial
67
Stifel Financial
Missouri
$1.27M +$1.27M +17,939 New
PI
68
Placemark Investments
Illinois
$1.23M +$112K +1,578 +10%
TCT
69
TIAA CREF Trust
Missouri
$1.19M -$472K -6,649 -28%
PSI
70
Pinnacle Summer Investments
Virginia
$1.17M +$509K +7,119 +78%
TAG
71
Tactical Allocation Group
Michigan
$1.09M -$11.7M -165,183 -91%
GMA
72
Goldstein Munger & Associates
California
$1.07M -$21.3K -300 -2%
PP
73
Palladium Partners
Virginia
$1.05M – – –
TNBTD
74
Trustmark National Bank Trust Department
Mississippi
$1.05M -$24.1K -340 -2%
SAM
75
Sequent Asset Management
Texas
$1.01M – – –
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