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iShares MSCI EAFE Growth ETF

247 hedge funds and large institutions have $2.14B invested in iShares MSCI EAFE Growth ETF in 2017 Q3 according to their latest regulatory filings, with 32 funds opening new positions, 93 increasing their positions, 57 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

146% more first-time investments, than exits

New positions opened: 32 | Existing positions closed: 13

63% more repeat investments, than reductions

Existing positions increased: 93 | Existing positions reduced: 57

25% more funds holding in top 10

Funds holding in top 10: 810 (+2)

8% more capital invested

Capital invested by funds: $1.97B → $2.14B (+$168M)

7% more funds holding

Funds holding: 230247 (+17)

0.44% more ownership

Funds ownership: 66.59%67.03% (+0.44%)

100% less call options, than puts

Call options by funds: $0 | Put options by funds: $673K

Holders
247
Holders Change
+17
Holders Change %
+7.39%
% of All Funds
6.16%
Holding in Top 10
10
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+25%
% of All Funds
0.25%
New
32
Increased
93
Reduced
57
Closed
13
Calls
Puts
$673K
Net Calls
-$673K
Net Calls Change
+$215K
Name Holding Trade Value Shares
Change
Change in
Stake
Goldman Sachs
51
Goldman Sachs
New York
$4.44M -$7.58K -100 -0.2%
PFPT
52
Pinnacle Financial Partners (Tennessee)
Tennessee
$4.17M +$169K +2,230 +4%
IFS
53
Ifrah Financial Services
Arkansas
$4.08M +$2.35K +31 +0.1%
Stifel Financial
54
Stifel Financial
Missouri
$3.81M +$28.3K +374 +0.8%
Northern Trust
55
Northern Trust
Illinois
$3.42M +$530K +6,992 +19%
PFBT
56
Parkside Financial Bank & Trust
Missouri
$3.32M +$32.8K +433 +1%
CCA
57
Checchi Capital Advisers
California
$3.21M +$123K +1,628 +4%
GT
58
Glenmede Trust
Pennsylvania
$3.06M -$163K -2,150 -5%
FT
59
Fiduciary Trust
Massachusetts
$2.94M -$56.9K -751 -2%
SCM
60
Sterling Capital Management
North Carolina
$2.85M +$2.5K +33 +0.1%
UCFA
61
United Capital Financial Advisors
Texas
$2.6M +$72.7K +959 +3%
HSBC Holdings
62
HSBC Holdings
United Kingdom
$2.37M +$936K +12,354 +68%
HNB
63
Huntington National Bank
Ohio
$2.35M
Natixis Advisors
64
Natixis Advisors
Massachusetts
$2.27M +$249K +3,280 +13%
TWM
65
Torch Wealth Management
Ohio
$2.23M +$225K +2,972 +11%
DY
66
Dowling & Yahnke
California
$2.16M -$205K -2,710 -9%
RSA
67
Robertson Stephens Advisors
California
$2.03M -$50.4K -665 -2%
AF
68
Affiance Financial
Minnesota
$1.95M +$103K +1,364 +6%
LNC
69
Lincoln National Corp
Pennsylvania
$1.9M +$60.9K +803 +3%
GP
70
Girard Partners
Pennsylvania
$1.86M +$217K +2,865 +14%
Cambridge Investment Research Advisors
71
Cambridge Investment Research Advisors
Iowa
$1.82M +$397K +5,239 +29%
CGL
72
Clarius Group LLC
Washington
$1.79M +$15.2K +201 +0.9%
SIA
73
Starfire Investment Advisers
Michigan
$1.78M
BCM
74
BTC Capital Management
Iowa
$1.71M +$841K +11,098 +101%
CAN
75
Cetera Advisor Networks
California
$1.56M -$10.6K -140 -0.7%

EFG Hedge Fund Activity: Q3 2017 in Review

247 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in iShares MSCI EAFE Growth ETF (EFG) for Q3 2017, worth a combined $2.14B — up 8.5% from $1.97B a quarter earlier.

Buyers outnumbered sellers: 32 funds opened new EFG positions and 13 closed out — a net gain of 19 holders — while 93 added to existing stakes and 57 trimmed.

The largest buyer was Fidelity Investments, adding an estimated $29.3M. The largest seller was Jane Street, cutting an estimated $36.8M.

  • 247 institutional investors held iShares MSCI EAFE Growth ETF (EFG) as of Q3 2017, up from 230 in Q2 2017.
  • Funds reported $2.14B of iShares MSCI EAFE Growth ETF stock for Q3 2017, up 8.5% quarter-over-quarter.
  • 32 funds opened new iShares MSCI EAFE Growth ETF positions in Q3 2017 and 13 closed out, a net change of +19 holders.
  • The largest iShares MSCI EAFE Growth ETF buyer in Q3 2017 was Fidelity Investments, an estimated $29.3M added.
  • The largest iShares MSCI EAFE Growth ETF seller in Q3 2017 was Jane Street, an estimated $36.8M sold.

Based on aggregated 13F filings for Q3 2017.