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iShares MSCI EAFE Growth ETF

362 hedge funds and large institutions have $3.46B invested in iShares MSCI EAFE Growth ETF in 2019 Q4 according to their latest regulatory filings, with 78 funds opening new positions, 112 increasing their positions, 96 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed

311% more first-time investments, than exits

New positions opened: 78 | Existing positions closed: 19

18% more funds holding

Funds holding: 307362 (+55)

17% more repeat investments, than reductions

Existing positions increased: 112 | Existing positions reduced: 96

14% more capital invested

Capital invested by funds: $3.02B → $3.46B (+$437M)

13% more funds holding in top 10

Funds holding in top 10: 1618 (+2)

0.03% more ownership

Funds ownership: 75.53%75.56% (+0.03%)

Holders
362
Holders Change
+55
Holders Change %
+17.92%
% of All Funds
7.13%
Holding in Top 10
18
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+12.5%
% of All Funds
0.35%
New
78
Increased
112
Reduced
96
Closed
19
Calls
$458K
Puts
Net Calls
+$458K
Net Calls Change
+$458K
Name Holding Trade Value Shares
Change
Change in
Stake
BRWM
51
B. Riley Wealth Management
Tennessee
$8.04M -$81.9K -981 -1%
WFPG
52
Waller Financial Planning Group
Ohio
$8.04M +$10.3K +123 +0.1%
NHC
53
Nicholas Hoffman & Company
Georgia
$7.79M +$185K +2,219 +3%
SWM
54
Shakespeare Wealth Management
Wisconsin
$7.48M +$228K +2,731 +3%
NP
55
NorthRock Partners
Minnesota
$7.09M +$4.67K +56 +0.1%
BJL
56
Brighton Jones LLC
Washington
$6.93M -$152K -1,817 -2%
BDF
57
Balasa Dinverno & Foltz
$6.9M -$24.5K -294 -0.4%
MWM
58
Merriman Wealth Management
Washington
$6.57M +$1.41M +16,928 +29%
Goldman Sachs
59
Goldman Sachs
New York
$6.4M +$160K +1,919 +3%
CG
60
Colony Group
Massachusetts
$6.17M -$18.4K -220 -0.3%
PFBT
61
Parkside Financial Bank & Trust
Missouri
$5.83M +$452K +5,414 +9%
FMP
62
Financial Management Professionals
Texas
$5.61M +$5.41M +64,826 New
OCM
63
One Capital Management
California
$5.43M -$439K -5,261 -8%
CB
64
Commerce Bank
Missouri
$5.23M -$4.89M -58,591 -49%
JRP
65
Jasper Ridge Partners
California
$5.14M
MAS
66
Managed Account Services
Florida
$5.11M +$387K +4,637 +9%
MGIA
67
Moneta Group Investment Advisors
Missouri
$5.04M +$147K +1,761 +3%
WAM
68
Wakefield Asset Management
Colorado
$4.74M -$63.9K -766 -1%
HighTower Advisors
69
HighTower Advisors
Illinois
$4.45M +$92K +1,102 +2%
Citigroup
70
Citigroup
New York
$4.43M +$254K +3,047 +6%
GP
71
Girard Partners
Pennsylvania
$4.38M +$58.1K +696 +1%
PFPT
72
Pinnacle Financial Partners (Tennessee)
Tennessee
$4.28M +$51.1K +612 +1%
Northern Trust
73
Northern Trust
Illinois
$4.22M -$391K -4,690 -9%
IFS
74
Ifrah Financial Services
Arkansas
$4.21M -$344K -4,121 -8%
AG
75
Advisor Group
Arizona
$3.84M +$230K +2,756 +7%

EFG Hedge Fund Activity: Q4 2019 in Review

362 of the 5,075 institutional investors tracked by Wall St. Rank reported a position in iShares MSCI EAFE Growth ETF (EFG) for Q4 2019, worth a combined $3.46B — up 14% from $3.02B a quarter earlier.

Buyers outnumbered sellers: 78 funds opened new EFG positions and 19 closed out — a net gain of 59 holders — while 112 added to existing stakes and 96 trimmed.

The largest buyer was Jones Financial Companies, adding an estimated $273M. The largest seller was M&T Bank, exiting entirely with an estimated $65.8M sold.

  • 362 institutional investors held iShares MSCI EAFE Growth ETF (EFG) as of Q4 2019, up from 307 in Q3 2019.
  • Funds reported $3.46B of iShares MSCI EAFE Growth ETF stock for Q4 2019, up 14% quarter-over-quarter.
  • 78 funds opened new iShares MSCI EAFE Growth ETF positions in Q4 2019 and 19 closed out, a net change of +59 holders.
  • The largest iShares MSCI EAFE Growth ETF buyer in Q4 2019 was Jones Financial Companies, an estimated $273M added.
  • The largest iShares MSCI EAFE Growth ETF seller in Q4 2019 was M&T Bank, an estimated $65.8M sold.

Based on aggregated 13F filings for Q4 2019.