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iShares MSCI EAFE Growth ETF

305 hedge funds and large institutions have $3.02B invested in iShares MSCI EAFE Growth ETF in 2019 Q2 according to their latest regulatory filings, with 30 funds opening new positions, 109 increasing their positions, 84 reducing their positions, and 30 closing their positions.

New
Increased
Maintained
Reduced
Closed

30% more repeat investments, than reductions

Existing positions increased: 109 | Existing positions reduced: 84

21% more funds holding in top 10

Funds holding in top 10: 1417 (+3)

8% more capital invested

Capital invested by funds: $2.79B → $3.02B (+$232M)

2.06% more ownership

Funds ownership: 74.22%76.28% (+2.1%)

0% more first-time investments, than exits

New positions opened: 30 | Existing positions closed: 30

2% less funds holding

Funds holding: 311305 (-6)

Holders
305
Holders Change
-6
Holders Change %
-1.93%
% of All Funds
6.62%
Holding in Top 10
17
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+21.43%
% of All Funds
0.37%
New
30
Increased
109
Reduced
84
Closed
30
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CFS
51
Cannon Financial Strategists
Georgia
$8.11M -$97.2K -1,231 -1%
Stifel Financial
52
Stifel Financial
Missouri
$7.59M +$275K +3,478 +4%
WFPG
53
Waller Financial Planning Group
Ohio
$7.27M +$221K +2,794 +3%
NHC
54
Nicholas Hoffman & Company
Georgia
$6.89M +$19.7K +250 +0.3%
BJL
55
Brighton Jones LLC
Washington
$6.67M +$23.6K +299 +0.4%
CCFM
56
Clear Creek Financial Management
Washington
$6.61M +$6.46M +81,869 New
SWM
57
Shakespeare Wealth Management
Wisconsin
$6.57M +$360K +4,557 +6%
BDF
58
Balasa Dinverno & Foltz
$6.5M -$45.1K -572 -0.7%
CB
59
Commerce Bank
Missouri
$6.35M +$1.89M +23,940 +44%
MFG
60
Magnus Financial Group
New York
$6.26M -$80.7K -1,023 -1%
CG
61
Colony Group
Massachusetts
$5.81M +$210K +2,662 +4%
WAM
62
Wakefield Asset Management
Colorado
$5.74M -$1M -12,724 -15%
1IA
63
1834 Investment Advisors
Wisconsin
$5.61M -$941K -11,926 -15%
Goldman Sachs
64
Goldman Sachs
New York
$5.54M +$53.7K +681 +1%
OCM
65
One Capital Management
California
$5.52M -$71.4K -905 -1%
JRP
66
Jasper Ridge Partners
California
$4.8M
BFPW
67
BOK Financial Private Wealth
Colorado
$4.66M +$4.25M +53,875 +1,423%
PFBT
68
Parkside Financial Bank & Trust
Missouri
$4.5M +$111K +1,410 +3%
Northern Trust
69
Northern Trust
Illinois
$4.27M +$382K +4,836 +10%
MGIA
70
Moneta Group Investment Advisors
Missouri
$4.24M +$4.15M +52,532 New
GP
71
Girard Partners
Pennsylvania
$4.21M -$117K -1,486 -3%
IFS
72
Ifrah Financial Services
Arkansas
$4.18M +$40.8K +517 +1%
HighTower Advisors
73
HighTower Advisors
Illinois
$4.03M -$3.19M -40,460 -45%
PFPT
74
Pinnacle Financial Partners (Tennessee)
Tennessee
$3.87M +$24.2K +306 +0.6%
Citigroup
75
Citigroup
New York
$3.69M -$378K -4,786 -9%

EFG Hedge Fund Activity: Q2 2019 in Review

305 of the 4,604 institutional investors tracked by Wall St. Rank reported a position in iShares MSCI EAFE Growth ETF (EFG) for Q2 2019, worth a combined $3.02B — up 8.3% from $2.79B a quarter earlier.

Fund positioning in EFG was balanced in Q2 2019: 30 funds opened new positions, 30 closed out, 109 added to existing stakes and 84 trimmed.

The largest buyer was People's United Financial, adding an estimated $66.4M. The largest seller was Fidelity Investments, cutting an estimated $16M.

  • 305 institutional investors held iShares MSCI EAFE Growth ETF (EFG) as of Q2 2019, down from 311 in Q1 2019.
  • Funds reported $3.02B of iShares MSCI EAFE Growth ETF stock for Q2 2019, up 8.3% quarter-over-quarter.
  • 30 funds opened new iShares MSCI EAFE Growth ETF positions in Q2 2019 and 30 closed out, a net change of 0 holders.
  • The largest iShares MSCI EAFE Growth ETF buyer in Q2 2019 was People's United Financial, an estimated $66.4M added.
  • The largest iShares MSCI EAFE Growth ETF seller in Q2 2019 was Fidelity Investments, an estimated $16M sold.

Based on aggregated 13F filings for Q2 2019.