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iShares MSCI EAFE Growth ETF
EFG

Overview Fund Activity

230 hedge funds and large institutions have $1.97B invested in iShares MSCI EAFE Growth ETF in 2017 Q2 according to their latest regulatory filings, with 27 funds opening new positions, 94 increasing their positions, 53 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
230
Holders Change
+19
Holders Change %
+9%
% of All Funds
5.74%
Holding in Top 10
8
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-11.11%
% of All Funds
0.2%
New
27
Increased
94
Reduced
53
Closed
6
Calls
–
Puts
$888K
Net Calls
-$888K
Net Calls Change
-$561K

Top Buyers

1
Jane Street
Jane Street
New York
+$46M
2
Fidelity Investments
Fidelity Investments
Massachusetts
+$32.9M
3
Bank of America
Bank of America
North Carolina
+$25.5M
4
Wells Fargo
Wells Fargo
California
+$14.7M
5
RJA
Raymond James & Associates
Florida
+$8.21M

Top Sellers

1
GI
Glovista Investments
New Jersey
-$30M
2
Macquarie Group
Macquarie Group
Australia
-$20M
3
LFAS
Level Four Advisory Services
Texas
-$18M
4
HNB
Huntington National Bank
Ohio
-$2.3M
5
AII
AGF Investments Inc
Ontario, Canada
-$2.12M
Name Holding Trade Value Shares
Change 		Shares
Change %
MWP
76
MYCIO Wealth Partners
Pennsylvania
$1.46M -$255K -3,446 -15%
SWM
77
SVA Wealth Management
Wisconsin
$1.42M -$202K -2,737 -13%
NHC
78
Nicholas Hoffman & Company
Georgia
$1.39M -$131K -1,772 -9%
V
79
Veritable
Delaware
$1.39M -$79.9K -1,080 -5%
ACM
80
Ashford Capital Management
Delaware
$1.38M +$239K +3,237 +21%
Cambridge Investment Research Advisors
81
Cambridge Investment Research Advisors
Iowa
$1.35M +$402K +5,439 +43%
HSBC Holdings
82
HSBC Holdings
United Kingdom
$1.35M +$804K +10,875 +148%
CDH
83
Charles D. Hyman
$1.34M +$271K +4,150 +25%
HCMT
84
Highland Capital Management (Tennessee)
Tennessee
$1.3M -$27.1K -367 -2%
SF
85
Synovus Financial
Georgia
$1.28M +$1.28M +17,313 New
SG
86
StoneX Group
New York
$1.2M +$1.2M +16,186 New
VA
87
Valmark Advisers
Ohio
$1.2M +$297K +4,012 +33%
TC
88
Telemus Capital
Michigan
$1.19M – – –
APP
89
Avantax Planning Partners
Iowa
$1.17M -$5.47K -74 -0.5%
HCA
90
Harbour Capital Advisors
Virginia
$1.1M -$73.9K -1,000 -6%
PP
91
Palladium Partners
Virginia
$1.09M – – –
FFA
92
Fragasso Financial Advisors
Pennsylvania
$1.08M -$4.96K -67 -0.5%
TNBTD
93
Trustmark National Bank Trust Department
Mississippi
$1.07M +$1.07M +14,435 New
SAM
94
Sequent Asset Management
Texas
$1.04M – – –
GWM
95
Geneos Wealth Management
Colorado
$1M +$65.8K +890 +7%
DADC
96
D.A. Davidson & Co
Montana
$958K +$34.3K +464 +4%
FEG
97
Financial Enhancement Group
Indiana
$935K +$329K +4,447 +54%
RC
98
Rinet Company
Massachusetts
$922K +$591 +8 +0.1%
ASN
99
Advisory Services Network
Georgia
$919K +$315K +4,254 +52%
BMCM
100
Bryn Mawr Capital Management
Pennsylvania
$915K +$20.1K +272 +2%
2 3
4
5 6