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iShares MSCI EAFE Growth ETF
EFG

Overview Fund Activity

167 hedge funds and large institutions have $1.21B invested in iShares MSCI EAFE Growth ETF in 2015 Q3 according to their latest regulatory filings, with 16 funds opening new positions, 64 increasing their positions, 45 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
167
Holders Change
-2
Holders Change %
-1.18%
% of All Funds
4.67%
Holding in Top 10
7
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.2%
New
16
Increased
64
Reduced
45
Closed
16
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
AL
1
Aspiriant LLC
California
$25.1M
2
Fifth Third Bancorp
2
Fifth Third Bancorp
Ohio
$17.1M
3
Royal Bank of Canada
3
Royal Bank of Canada
Ontario, Canada
$8.52M
4
Citadel Advisors
4
Citadel Advisors
Florida
$6.21M
5
Bank of America
5
Bank of America
North Carolina
$128M

Top Sellers

1
Goldman Sachs
1
Goldman Sachs
New York
$24.6M
2
CWA
2
Convergent Wealth Advisors
Maryland
$0
3
Jane Street
3
Jane Street
New York
$10.9M
4
JPMorgan Chase & Co
4
JPMorgan Chase & Co
New York
$1.84M
5
HNB
5
Huntington National Bank
Ohio
$9.52M
Name Holding Trade Value Shares
Change 		Shares
Change %
PP
76
Palladium Partners
Virginia
$940K +$1.6K +25 +0.2%
AF
77
Affiance Financial
Minnesota
$940K +$333K +5,224 +55%
GMA
78
Goldstein Munger & Associates
California
$937K +$35.1K +550 +4%
SIA
79
Starfire Investment Advisers
Michigan
$912K -$11.2K -175 -1%
SAM
80
Sequent Asset Management
Texas
$911K – – –
DHFB
81
Dixon Hubard Feinour & Brown
Virginia
$870K +$11.9K +187 +1%
BWP
82
BSW Wealth Partners
Colorado
$858K -$55.8K -874 -6%
NPC
83
National Planning Corporation
California
$839K -$56.4K -822 -6%
JA
84
JOYN Advisors
Georgia
$809K -$130K -2,046 -14%
NPF
85
Norris Perne & French
Michigan
$801K -$486K -7,607 -38%
SWM
86
SVA Wealth Management
Wisconsin
$783K +$89.2K +1,398 +13%
WTB
87
Washington Trust Bank
Washington
$775K +$775K +12,145 New
CDH
88
Charles D. Hyman
$751K – – –
ABC
89
Associated Banc-Corp
Wisconsin
$749K +$15.4K +242 +2%
OMC
90
Old Mission Capital
Illinois
$729K +$729K +11,432 New
ECM
91
ETrade Capital Management
Virginia
$714K +$16.5K +259 +2%
CI
92
Conning Inc
Connecticut
$670K – – –
TI
93
Truepoint Inc
Ohio
$638K +$638K +10,000 New
Creative Planning
94
Creative Planning
Kansas
$619K +$619K +9,704 New
VKH
95
Virtu KCG Holdings
New York
$610K +$610K +9,561 New
BWM
96
Bernicke Wealth Management
Wisconsin
$577K -$96.8K -1,515 -14%
EAM
97
Evanson Asset Management
California
$536K – – –
RC
98
Rinet Company
Massachusetts
$519K +$85K +1,332 +20%
TC
99
Telemus Capital
Michigan
$489K -$135K -2,120 -22%
SFG
100
SNS Financial Group
Minnesota
$481K +$10.2K +160 +2%
2 3
4
5 6