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iShares MSCI EAFE Growth ETF
EFG

Overview Fund Activity

247 hedge funds and large institutions have $2.14B invested in iShares MSCI EAFE Growth ETF in 2017 Q3 according to their latest regulatory filings, with 32 funds opening new positions, 93 increasing their positions, 57 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
247
Holders Change
+17
Holders Change %
+7.39%
% of All Funds
6.17%
Holding in Top 10
10
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+25%
% of All Funds
0.25%
New
32
Increased
93
Reduced
57
Closed
13
Calls
–
Puts
$673K
Net Calls
-$673K
Net Calls Change
+$215K

Top Buyers

1
Fidelity Investments
Fidelity Investments
Massachusetts
$220M
2
Bank of Montreal
Bank of Montreal
Ontario, Canada
$50.3M
3
LFAS
Level Four Advisory Services
Texas
$20M
4
X
Xponance
Pennsylvania
$12.1M
5
BFG
Barber Financial Group
Kansas
$9.81M

Top Sellers

1
Jane Street
Jane Street
New York
$10.6M
2
Wells Fargo
Wells Fargo
California
$196M
3
SS
Simplicity Solutions
Minnesota
$0
4
HNB
Huntington National Bank
Ohio
$2.35M
5
Janus Henderson Group
Janus Henderson Group
United Kingdom
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
MWP
76
MYCIO Wealth Partners
Pennsylvania
$1.53M – – –
VA
77
Valmark Advisers
Ohio
$1.52M +$272K +3,510 +22%
SWM
78
SVA Wealth Management
Wisconsin
$1.49M +$2.94K +38 +0.2%
ACM
79
Ashford Capital Management
Delaware
$1.46M +$18.7K +242 +1%
SF
80
Synovus Financial
Georgia
$1.46M +$120K +1,545 +9%
NHC
81
Nicholas Hoffman & Company
Georgia
$1.44M -$15.4K -199 -1%
CDH
82
Charles D. Hyman
$1.39M -$13.7K -200 -1%
HCMT
83
Highland Capital Management (Tennessee)
Tennessee
$1.33M -$25.5K -330 -2%
JPMPWA
84
J.P. Morgan Private Wealth Advisors
California
$1.26M +$426K +5,505 +51%
TC
85
Telemus Capital
Michigan
$1.24M -$8.51K -110 -0.7%
AG
86
Advisor Group
Arizona
$1.23M +$597K +7,710 +94%
V
87
Veritable
Delaware
$1.21M -$241K -3,114 -17%
APP
88
Avantax Planning Partners
Iowa
$1.14M -$84.4K -1,091 -7%
HCA
89
Harbour Capital Advisors
Virginia
$1.13M -$19.3K -250 -2%
TNBTD
90
Trustmark National Bank Trust Department
Mississippi
$1.12M – – –
DADC
91
D.A. Davidson & Co
Montana
$1.11M +$109K +1,402 +11%
PP
92
Palladium Partners
Virginia
$1.11M -$38.7K -500 -3%
RFM
93
Royal Fund Management
Florida
$1.09M +$575K +7,425 +111%
SAM
94
Sequent Asset Management
Texas
$1.08M – – –
GWM
95
Geneos Wealth Management
Colorado
$1.06M +$11.9K +154 +1%
ASN
96
Advisory Services Network
Georgia
$1.04M +$75.7K +979 +8%
FEG
97
Financial Enhancement Group
Indiana
$1.01M +$29.6K +383 +3%
RC
98
Rinet Company
Massachusetts
$965K – – –
Brown Advisory
99
Brown Advisory
Maryland
$962K -$1.24M -16,058 -56%
BMCM
100
Bryn Mawr Capital Management
Pennsylvania
$954K -$3.64K -47 -0.4%
2 3
4
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