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iShares MSCI EAFE Growth ETF
EFG

Overview Fund Activity

211 hedge funds and large institutions have $1.74B invested in iShares MSCI EAFE Growth ETF in 2017 Q1 according to their latest regulatory filings, with 20 funds opening new positions, 76 increasing their positions, 75 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
211
Holders Change
-1
Holders Change %
-0.47%
% of All Funds
5.26%
Holding in Top 10
9
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+28.57%
% of All Funds
0.22%
New
20
Increased
76
Reduced
75
Closed
19
Calls
–
Puts
$327K
Net Calls
-$327K
Net Calls Change
-$327K

Top Buyers

1
RIG
RiverFront Investment Group
Virginia
+$38.4M
2
GI
Glovista Investments
New Jersey
+$30M
3
Jones Financial Companies
Jones Financial Companies
Missouri
+$11.7M
4
RJA
Raymond James & Associates
Florida
+$8.34M
5
LMIM
Lockheed Martin Investment Management
Maryland
+$4.28M

Top Sellers

1
Fidelity Investments
Fidelity Investments
Massachusetts
-$56.3M
2
Bank of America
Bank of America
North Carolina
-$34.4M
3
Bank of Montreal
Bank of Montreal
Ontario, Canada
-$26.7M
4
BDF
Balasa Dinverno & Foltz
-$17.3M
5
SCM
SCS Capital Management
Massachusetts
-$8.06M
Name Holding Trade Value Shares
Change 		Shares
Change %
SWM
76
SVA Wealth Management
Wisconsin
$1.52M -$765K -11,009 -33%
GP
77
Girard Partners
Pennsylvania
$1.44M -$531K -7,636 -27%
NHC
78
Nicholas Hoffman & Company
Georgia
$1.43M -$338K -4,864 -19%
V
79
Veritable
Delaware
$1.38M – – –
CAN
80
Cetera Advisor Networks
California
$1.29M +$25.2K +363 +2%
JPMorgan Chase & Co
81
JPMorgan Chase & Co
New York
$1.27M +$197K +2,843 +18%
HCMT
82
Highland Capital Management (Tennessee)
Tennessee
$1.24M +$69 +1 +0%
FA
83
FDx Advisors
Illinois
$1.17M +$824K +11,851 +238%
TC
84
Telemus Capital
Michigan
$1.12M -$28K -403 -2%
APP
85
Avantax Planning Partners
Iowa
$1.11M -$18.7K -269 -2%
HCA
86
Harbour Capital Advisors
Virginia
$1.1M +$1.1M +15,850 New
ACM
87
Ashford Capital Management
Delaware
$1.07M -$1.03M -14,768 -49%
WP
88
WealthPLAN Partners
Nebraska
$1.03M +$1.03M +14,854 New
CIA
89
Choate Investment Advisors
Massachusetts
$1.03M -$3.82K -55 -0.4%
PP
90
Palladium Partners
Virginia
$1.03M – – –
CDH
91
Charles D. Hyman
$1.02M +$62.3K +1,000 +6%
FFA
92
Fragasso Financial Advisors
Pennsylvania
$1.02M -$639K -9,204 -39%
SAM
93
Sequent Asset Management
Texas
$973K -$19.9K -287 -2%
Cambridge Investment Research Advisors
94
Cambridge Investment Research Advisors
Iowa
$888K +$420K +6,049 +90%
GWM
95
Geneos Wealth Management
Colorado
$878K +$9.17K +132 +1%
DADC
96
D.A. Davidson & Co
Montana
$867K +$95.3K +1,373 +12%
RC
97
Rinet Company
Massachusetts
$866K +$84.6K +1,217 +11%
VA
98
Valmark Advisers
Ohio
$845K +$236K +3,391 +39%
BMCM
99
Bryn Mawr Capital Management
Pennsylvania
$841K -$946K -13,607 -53%
AAM
100
Autus Asset Management
Arizona
$803K -$179K -2,574 -18%
2 3
4
5 6