EFG icon

iShares MSCI EAFE Growth ETF
EFG

Overview Fund Activity

288 hedge funds and large institutions have $2.29B invested in iShares MSCI EAFE Growth ETF in 2018 Q2 according to their latest regulatory filings, with 36 funds opening new positions, 88 increasing their positions, 86 reducing their positions, and 28 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
288
Holders Change
+3
Holders Change %
+1.05%
% of All Funds
6.6%
Holding in Top 10
10
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-16.67%
% of All Funds
0.23%
New
36
Increased
88
Reduced
86
Closed
28
Calls
–
Puts
$362K
Net Calls
-$362K
Net Calls Change
-$909K

Top Buyers

1
Jane Street
Jane Street
New York
+$26M
2
Goldman Sachs
Goldman Sachs
New York
+$22.3M
3
Fidelity Investments
Fidelity Investments
Massachusetts
+$18.9M
4
Jones Financial Companies
Jones Financial Companies
Missouri
+$12.4M
5
IA
IndexIQ Advisors
New York
+$10.5M

Top Sellers

1
AssetMark Inc
AssetMark Inc
California
-$115M
2
X
Xponance
Pennsylvania
-$11.6M
3
Wells Fargo
Wells Fargo
California
-$10.8M
4
OCM
One Capital Management
California
-$10.6M
5
HPWM
Highland Private Wealth Management
Washington
-$5.8M
Name Holding Trade Value Shares
Change 		Shares
Change %
AF
76
Affiance Financial
Minnesota
$2.14M +$225K +2,860 +12%
CGL
77
Clarius Group LLC
Washington
$2.03M +$141K +1,788 +7%
LNC
78
Lincoln National Corp
Pennsylvania
$2.02M +$14.5K +184 +0.7%
VA
79
Valmark Advisers
Ohio
$2.02M +$131K +1,665 +7%
CWM
80
Cornerstone Wealth Management
Missouri
$1.98M +$1.98M +154,295 New
PAM
81
Palisade Asset Management
Minnesota
$1.96M +$3.94K +50 +0.2%
DY
82
Dowling & Yahnke
California
$1.94M -$64.1K -813 -3%
GP
83
Girard Partners
Pennsylvania
$1.89M -$280K -3,548 -13%
SIA
84
Starfire Investment Advisers
Michigan
$1.81M +$14.7K +186 +0.8%
V
85
Veritable
Delaware
$1.77M – – –
CDH
86
Charles D. Hyman
$1.75M +$151K +2,253 +9%
Mariner
87
Mariner
Kansas
$1.74M +$866K +10,986 +99%
LWS
88
Lucia Wealth Services
California
$1.67M -$3.48M -44,157 -68%
ASN
89
Advisory Services Network
Georgia
$1.58M +$265K +3,274 +20%
SF
90
Synovus Financial
Georgia
$1.55M -$7.01K -89 -0.5%
AG
91
Advisor Group
Arizona
$1.54M -$54K -685 -3%
DADC
92
D.A. Davidson & Co
Montana
$1.53M +$235K +2,978 +18%
CAN
93
Cetera Advisor Networks
California
$1.52M -$144K -1,829 -9%
NHC
94
Nicholas Hoffman & Company
Georgia
$1.47M – – –
GWM
95
Geneos Wealth Management
Colorado
$1.39M -$122K -1,549 -8%
RRC
96
Relaxing Retirement Coach
Massachusetts
$1.33M -$2.62M -33,225 -66%
HCMT
97
Highland Capital Management (Tennessee)
Tennessee
$1.29M -$23.2K -295 -2%
HFS
98
HL Financial Services
Kentucky
$1.29M +$68.5K +870 +6%
TC
99
Telemus Capital
Michigan
$1.28M – – –
PG
100
Patten Group
Tennessee
$1.27M +$502K +6,372 +66%
2 3
4
5 6