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iShares MSCI EAFE Growth ETF
EFG

Overview Fund Activity

190 hedge funds and large institutions have $1.55B invested in iShares MSCI EAFE Growth ETF in 2016 Q2 according to their latest regulatory filings, with 20 funds opening new positions, 61 increasing their positions, 69 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
190
Holders Change
+4
Holders Change %
+2.15%
% of All Funds
5.08%
Holding in Top 10
8
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-11.11%
% of All Funds
0.21%
New
20
Increased
61
Reduced
69
Closed
16
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
AII
AGF Investments Inc
Ontario, Canada
$27.4M
2
Fidelity Investments
Fidelity Investments
Massachusetts
$25.2M
3
Macquarie Group
Macquarie Group
Australia
$39.3M
4
BAAM
Baker Avenue Asset Management
California
$5.51M
5
IFS
Ifrah Financial Services
Arkansas
$3.46M

Top Sellers

1
Jane Street
Jane Street
New York
$0
2
Citadel Advisors
Citadel Advisors
Florida
$0
3
M&T Bank
M&T Bank
New York
$80.6M
4
Wells Fargo
Wells Fargo
California
$171M
5
Jones Financial Companies
Jones Financial Companies
Missouri
$189M
Name Holding Trade Value Shares
Change 		Shares
Change %
WP
76
WealthSource Partners
California
$954K -$9.81K -150 -1%
PP
77
Palladium Partners
Virginia
$953K +$9.81K +150 +1%
DHFB
78
Dixon Hubard Feinour & Brown
Virginia
$939K +$26.2K +400 +3%
SAM
79
Sequent Asset Management
Texas
$935K – – –
Comerica Bank
80
Comerica Bank
Texas
$921K -$172K -2,538 -16%
AAM
81
Autus Asset Management
Arizona
$911K +$286K +4,368 +46%
HCA
82
Harbour Capital Advisors
Virginia
$878K -$14.7K -225 -2%
NPC
83
National Planning Corporation
California
$874K +$37.8K +560 +5%
OMC
84
Old Mission Capital
Illinois
$833K +$64.2K +982 +8%
AL
85
Aspiriant LLC
California
$813K -$1.4M -21,371 -63%
BWP
86
BSW Wealth Partners
Colorado
$800K -$29.3K -448 -4%
KA
87
Kovack Advisors
Florida
$780K +$151K +2,310 +24%
GMA
88
Goldstein Munger & Associates
California
$768K -$142K -2,172 -16%
TCM
89
TD Capital Management
Tennessee
$732K -$886K -13,547 -55%
Creative Planning
90
Creative Planning
Kansas
$724K +$9.75K +149 +1%
ECM
91
ETrade Capital Management
Virginia
$724K +$11.9K +182 +2%
GWM
92
Geneos Wealth Management
Colorado
$720K +$110K +1,686 +18%
CDH
93
Charles D. Hyman
$714K – – –
CI
94
Conning Inc
Connecticut
$687K – – –
CIC
95
Cutler Investment Counsel
Oregon
$686K -$1.06M -16,159 -61%
NPF
96
Norris Perne & French
Michigan
$682K -$14.5K -221 -2%
FPFS
97
First Personal Financial Services
North Carolina
$677K +$677K +10,350 New
JPMPWA
98
J.P. Morgan Private Wealth Advisors
California
$669K +$252K +3,858 +61%
RJT
99
Raymond James Trust
Florida
$667K +$27.9K +427 +4%
BCI
100
Brinker Capital Investments
Pennsylvania
$601K -$234K -3,582 -28%
2 3
4
5 6