EFG icon

iShares MSCI EAFE Growth ETF
EFG

Overview Fund Activity

159 hedge funds and large institutions have $1.18B invested in iShares MSCI EAFE Growth ETF in 2015 Q1 according to their latest regulatory filings, with 17 funds opening new positions, 56 increasing their positions, 50 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
159
Holders Change
+1
Holders Change %
+0.63%
% of All Funds
4.24%
Holding in Top 10
7
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.19%
New
17
Increased
56
Reduced
50
Closed
14
Calls
–
Puts
$322K
Net Calls
-$322K
Net Calls Change
-$605K

Top Buyers

1
Jones Financial Companies
1
Jones Financial Companies
Missouri
$190M
2
M&T Bank
2
M&T Bank
New York
$93.3M
3
Wells Fargo
3
Wells Fargo
California
$150M
4
Jane Street
4
Jane Street
New York
$8.21M
5
JPMorgan Chase & Co
5
JPMorgan Chase & Co
New York
$8.56M

Top Sellers

1
MAA
1
Managed Account Advisors
New Jersey
$10.1M
2
BCI
2
Brinker Capital Investments
Pennsylvania
$1.71M
3
CIA
3
Choate Investment Advisors
Massachusetts
$7.14M
4
Axa
4
Axa
France
$582K
5
Bank of America
5
Bank of America
North Carolina
$117M
Name Holding Trade Value Shares
Change 		Shares
Change %
JPMPWA
76
J.P. Morgan Private Wealth Advisors
California
$988K -$202K -2,880 -17%
BWM
77
Bernicke Wealth Management
Wisconsin
$977K -$574K -8,188 -37%
DHFB
78
Dixon Hubard Feinour & Brown
Virginia
$952K +$17.5K +250 +2%
CDH
79
Charles D. Hyman
$808K -$48.1K -750 -6%
OC
80
Oppenheimer & Co
New York
$760K +$39.1K +558 +5%
ECM
81
ETrade Capital Management
Virginia
$755K -$421 -6 -0.1%
SWM
82
SVA Wealth Management
Wisconsin
$752K -$49.4K -705 -6%
TNBTD
83
Trustmark National Bank Trust Department
Mississippi
$741K – – –
CI
84
Conning Inc
Connecticut
$736K – – –
TWM
85
Torch Wealth Management
Ohio
$736K +$413K +5,900 +128%
HFS
86
HL Financial Services
Kentucky
$677K +$208K +2,967 +44%
NPC
87
National Planning Corporation
California
$666K +$169K +2,353 +34%
Brown Advisory
88
Brown Advisory
Maryland
$606K +$100K +1,430 +20%
EAM
89
Evanson Asset Management
California
$589K -$24.2K -345 -4%
Axa
90
Axa
France
$582K -$11.6M -165,700 -95%
Citigroup
91
Citigroup
New York
$574K +$33.1K +472 +6%
Ameriprise
92
Ameriprise
Minnesota
$567K +$20.5K +292 +4%
MFS
93
MSI Financial Services
Massachusetts
$550K -$15.7K -224 -3%
SGAM
94
Steinberg Global Asset Management
Florida
$540K +$540K +7,707 New
KeyBank National Association
95
KeyBank National Association
Ohio
$530K -$2.1K -30 -0.4%
SG Americas Securities
96
SG Americas Securities
New York
$510K +$510K +7,285 New
BHIA
97
Birch Hill Investment Advisors
Massachusetts
$482K -$2.1K -30 -0.4%
CIM
98
CIM Investment Management
Pennsylvania
$482K – – –
SSWM
99
Sheets Smith Wealth Management
North Carolina
$481K +$150K +2,143 +45%
Fidelity Investments
100
Fidelity Investments
Massachusetts
$480K +$104K +1,487 +28%
2 3
4
5 6