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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 %
Stifel Financial
51
Stifel Financial
Missouri
$5.74M +$496K +6,170 +9%
Comerica Bank
52
Comerica Bank
Texas
$5.69M +$565K +6,917 +11%
LWS
53
Lucia Wealth Services
California
$5.25M +$4M +49,793 +321%
JRP
54
Jasper Ridge Partners
California
$4.77M – – –
William Blair & Company
55
William Blair & Company
Illinois
$4.74M -$964 -12 -0%
RJFSA
56
Raymond James Financial Services Advisors
Florida
$4.56M -$394K -4,897 -8%
PFP
57
Pinnacle Financial Partners
Tennessee
$4.48M +$152K +1,886 +4%
IFS
58
Ifrah Financial Services
Arkansas
$4.33M +$22.7K +282 +0.5%
CB
59
Commerce Bank
Missouri
$4.31M -$602K -7,490 -12%
RRC
60
Relaxing Retirement Coach
Massachusetts
$4.03M -$4.72M -58,758 -54%
PFBT
61
Parkside Financial Bank & Trust
Missouri
$3.54M -$4.18K -52 -0.1%
GT
62
Glenmede Trust
Pennsylvania
$3.44M – – –
CCA
63
Checchi Capital Advisers
California
$3.35M +$193K +2,395 +6%
SMG
64
Smart Money Group
Texas
$3.26M +$3.26M +40,572 New
FTUS
65
Flow Traders U.S.
New York
$3.07M +$3.07M +38,243 New
FT
66
Fiduciary Trust
Massachusetts
$3.05M +$22K +274 +0.7%
Northern Trust
67
Northern Trust
Illinois
$2.94M +$47.6K +592 +2%
UCFA
68
United Capital Financial Advisors
Texas
$2.71M +$402 +5 +0%
OFG
69
OmniStar Financial Group
North Carolina
$2.67M +$102K +1,268 +4%
SCM
70
Sterling Capital Management
North Carolina
$2.5M -$459K -5,715 -16%
HNB
71
Huntington National Bank
Ohio
$2.41M -$2.34M – –
TWM
72
Torch Wealth Management
Ohio
$2.41M +$40.2K +500 +2%
HSBC Holdings
73
HSBC Holdings
United Kingdom
$2.4M -$275K -3,419 -10%
Cambridge Investment Research Advisors
74
Cambridge Investment Research Advisors
Iowa
$2.36M +$277K +3,444 +13%
Natixis Advisors
75
Natixis Advisors
Massachusetts
$2.26M -$90.8K -1,130 -4%
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