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iShares MSCI EAFE Growth ETF
EFG

Overview Fund Activity

285 hedge funds and large institutions have $2.38B invested in iShares MSCI EAFE Growth ETF in 2018 Q1 according to their latest regulatory filings, with 40 funds opening new positions, 91 increasing their positions, 88 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
285
Holders Change
+19
Holders Change %
+7.14%
% of All Funds
6.54%
Holding in Top 10
12
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.28%
New
40
Increased
91
Reduced
88
Closed
19
Calls
$547K
Puts
–
Net Calls
+$547K
Net Calls Change
+$264K

Top Buyers

1
AssetMark Inc
AssetMark Inc
California
+$68.8M
2
Fidelity Investments
Fidelity Investments
Massachusetts
+$24.3M
3
RWP
RWA Wealth Partners
Massachusetts
+$7.2M
4
Jones Financial Companies
Jones Financial Companies
Missouri
+$6.98M
5
HPWM
Highland Private Wealth Management
Washington
+$5.8M

Top Sellers

1
RIG
RiverFront Investment Group
Virginia
-$93.8M
2
RJA
Raymond James & Associates
Florida
-$36.3M
3
Citadel Advisors
Citadel Advisors
Florida
-$17M
4
Jane Street
Jane Street
New York
-$7.8M
5
Janney Montgomery Scott
Janney Montgomery Scott
Pennsylvania
-$7.55M
Name Holding Trade Value Shares
Change 		Shares
Change %
GP
76
Girard Partners
Pennsylvania
$2.21M -$22.7K -282 -1%
ACP
77
Aveo Capital Partners
Colorado
$2.16M +$244K +3,031 +13%
MML Investors Services
78
MML Investors Services
Massachusetts
$2.13M +$352K +4,375 +20%
BCM
79
BTC Capital Management
Iowa
$2.12M +$247K +3,075 +13%
DY
80
Dowling & Yahnke
California
$2.05M -$485K -6,032 -19%
LNC
81
Lincoln National Corp
Pennsylvania
$2.04M -$1.91M -23,814 -48%
PAM
82
Palisade Asset Management
Minnesota
$1.99M -$4.02K -50 -0.2%
AF
83
Affiance Financial
Minnesota
$1.96M -$144K -1,791 -7%
VA
84
Valmark Advisers
Ohio
$1.92M +$73.5K +914 +4%
CGL
85
Clarius Group LLC
Washington
$1.92M +$47.7K +593 +3%
WP
86
WealthPLAN Partners
Nebraska
$1.89M +$1.24M +15,462 +193%
SIA
87
Starfire Investment Advisers
Michigan
$1.84M +$1.84M +22,837 New
V
88
Veritable
Delaware
$1.8M – – –
Susquehanna International Group
89
Susquehanna International Group
Pennsylvania
$1.71M +$1.09M +13,524 +175%
CAN
90
Cetera Advisor Networks
California
$1.69M +$67.7K +843 +4%
CDH
91
Charles D. Hyman
$1.66M +$125K +1,800 +8%
AG
92
Advisor Group
Arizona
$1.63M -$3.22K -40 -0.2%
SF
93
Synovus Financial
Georgia
$1.58M -$4.57K -57 -0.3%
GWM
94
Geneos Wealth Management
Colorado
$1.54M +$106K +1,324 +7%
MWM
95
Merriman Wealth Management
Washington
$1.51M +$1.51M +18,824 New
NHC
96
Nicholas Hoffman & Company
Georgia
$1.5M – – –
SWM
97
SVA Wealth Management
Wisconsin
$1.49M +$71.8K +928 +5%
MWP
98
MYCIO Wealth Partners
Pennsylvania
$1.47M -$120K -1,497 -8%
HCMT
99
Highland Capital Management (Tennessee)
Tennessee
$1.34M -$14.1K -175 -1%
DADC
100
D.A. Davidson & Co
Montana
$1.32M -$22.3K -277 -2%
2 3
4
5 6