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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 %
Stifel Financial
51
Stifel Financial
Missouri
$8.01M +$445K +5,529 +6%
WFPG
52
Waller Financial Planning Group
Ohio
$7.66M +$208K +2,524 +3%
BRWM
53
B. Riley Wealth Management
Tennessee
$7.56M +$95.2K +1,183 +1%
NHC
54
Nicholas Hoffman & Company
Georgia
$7.07M +$203K +2,518 +3%
SWM
55
Shakespeare Wealth Management
Wisconsin
$6.75M +$201K +2,499 +3%
BJL
56
Brighton Jones LLC
Washington
$6.6M -$52.8K -656 -0.8%
NP
57
NorthRock Partners
Minnesota
$6.6M -$1.67M -20,795 -20%
BDF
58
Balasa Dinverno & Foltz
$6.45M -$25.4K -316 -0.4%
Goldman Sachs
59
Goldman Sachs
New York
$5.81M +$279K +3,463 +5%
CG
60
Colony Group
Massachusetts
$5.76M -$25.6K -318 -0.4%
CCFM
61
Clear Creek Financial Management
Washington
$5.67M -$1.23M -14,593 -18%
OCM
62
One Capital Management
California
$5.48M -$29.3K -364 -0.5%
1IA
63
1834 Investment Advisors
Wisconsin
$5.35M -$240K -2,982 -4%
PFBT
64
Parkside Financial Bank & Trust
Missouri
$5M +$506K +6,286 +11%
JRP
65
Jasper Ridge Partners
California
$4.78M – – –
MWM
66
Merriman Wealth Management
Washington
$4.76M +$333K +4,142 +8%
MGIA
67
Moneta Group Investment Advisors
Missouri
$4.55M +$319K +3,958 +8%
WAM
68
Wakefield Asset Management
Colorado
$4.47M -$1.25M -15,556 -22%
MAS
69
Managed Account Services
Florida
$4.36M +$4.05M +50,254 +1,343%
Northern Trust
70
Northern Trust
Illinois
$4.31M +$51.4K +639 +1%
IFS
71
Ifrah Financial Services
Arkansas
$4.25M +$80.8K +1,004 +2%
HighTower Advisors
72
HighTower Advisors
Illinois
$4.06M +$45.7K +568 +1%
GP
73
Girard Partners
Pennsylvania
$4.03M -$173K -2,149 -4%
PFP
74
Pinnacle Financial Partners
Tennessee
$3.94M +$81.2K +1,009 +2%
Citigroup
75
Citigroup
New York
$3.88M +$210K +2,606 +6%
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