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iShares MSCI EAFE Growth ETF
EFG

Overview Fund Activity

169 hedge funds and large institutions have $1.34B invested in iShares MSCI EAFE Growth ETF in 2015 Q2 according to their latest regulatory filings, with 20 funds opening new positions, 61 increasing their positions, 46 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
169
Holders Change
+10
Holders Change %
+6.29%
% of All Funds
4.56%
Holding in Top 10
7
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.19%
New
20
Increased
61
Reduced
46
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Goldman Sachs
Goldman Sachs
New York
$69.5M
2
Bank of Montreal
Bank of Montreal
Ontario, Canada
$47.8M
3
Jane Street
Jane Street
New York
$28.6M
4
Bank of America
Bank of America
North Carolina
$135M
5
CB
Commerce Bank
Missouri
$12.1M

Top Sellers

1
BIT
BlackRock Institutional Trust
California
$0
2
CIA
Choate Investment Advisors
Massachusetts
$1.84M
3
PNC Financial Services Group
PNC Financial Services Group
Pennsylvania
$65.4M
4
CWA
Convergent Wealth Advisors
Maryland
$26.2M
5
ACM
Ashford Capital Management
Delaware
$4.08M
Name Holding Trade Value Shares
Change 		Shares
Change %
BWP
76
BSW Wealth Partners
Colorado
$1M -$2.87K -41 -0.3%
SAM
77
Sequent Asset Management
Texas
$998K – – –
CG
78
Colony Group
Massachusetts
$993K -$36.4K -521 -4%
GMA
79
Goldstein Munger & Associates
California
$988K -$15.2K -217 -2%
DHFB
80
Dixon Hubard Feinour & Brown
Virginia
$940K -$9.5K -136 -1%
NPC
81
National Planning Corporation
California
$926K +$270K +3,807 +41%
JPMPWA
82
J.P. Morgan Private Wealth Advisors
California
$922K -$63.5K -908 -6%
CDH
83
Charles D. Hyman
$831K +$31.7K +500 +4%
ABC
84
Associated Banc-Corp
Wisconsin
$803K +$561K +8,023 +231%
WA
85
Wealth Architects
California
$774K +$774K +11,082 New
Ameriprise
86
Ameriprise
Minnesota
$765K +$199K +2,846 +35%
ECM
87
ETrade Capital Management
Virginia
$764K +$11.2K +160 +1%
SWM
88
SVA Wealth Management
Wisconsin
$760K +$9.37K +134 +1%
OC
89
Oppenheimer & Co
New York
$752K -$5.52K -79 -0.7%
TNBTD
90
Trustmark National Bank Trust Department
Mississippi
$739K – – –
BWM
91
Bernicke Wealth Management
Wisconsin
$737K -$237K -3,395 -24%
CI
92
Conning Inc
Connecticut
$734K – – –
TC
93
Telemus Capital
Michigan
$684K -$664K -9,498 -49%
AF
94
Affiance Financial
Minnesota
$665K +$665K +9,512 New
EAM
95
Evanson Asset Management
California
$587K – – –
Citigroup
96
Citigroup
New York
$569K -$3.57K -51 -0.6%
SFG
97
SNS Financial Group
Minnesota
$516K +$516K +7,380 New
Fidelity Investments
98
Fidelity Investments
Massachusetts
$504K +$24.9K +356 +5%
BHIA
99
Birch Hill Investment Advisors
Massachusetts
$481K – – –
CIM
100
CIM Investment Management
Pennsylvania
$481K – – –
2 3
4
5 6