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iShares MSCI EAFE Growth ETF
EFG

Overview Fund Activity

303 hedge funds and large institutions have $2.66B invested in iShares MSCI EAFE Growth ETF in 2018 Q4 according to their latest regulatory filings, with 56 funds opening new positions, 99 increasing their positions, 82 reducing their positions, and 48 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
303
Holders Change
+6
Holders Change %
+2.02%
% of All Funds
6.76%
Holding in Top 10
14
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+40%
% of All Funds
0.31%
New
56
Increased
99
Reduced
82
Closed
48
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Bank of America
Bank of America
North Carolina
+$113M
2
Fidelity Investments
Fidelity Investments
Massachusetts
+$90.6M
3
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$60.8M
4
RJA
Raymond James & Associates
Florida
+$28.5M
5
PNC Financial Services Group
PNC Financial Services Group
Pennsylvania
+$20.8M

Top Sellers

1
Citadel Advisors
Citadel Advisors
Florida
-$24.2M
2
SS
Simplicity Solutions
Minnesota
-$20.3M
3
AWM
AE Wealth Management
Kansas
-$16.2M
4
IA
IndexIQ Advisors
New York
-$9.54M
5
RIG
RiverFront Investment Group
Virginia
-$7.28M
Name Holding Trade Value Shares
Change 		Shares
Change %
CCM
76
Coldstream Capital Management
Washington
$3.16M +$3.16M +45,738 New
Northern Trust
77
Northern Trust
Illinois
$3.13M +$318K +4,599 +11%
PFP
78
Pinnacle Financial Partners
Tennessee
$3.09M -$682K -9,881 -18%
UCFA
79
United Capital Financial Advisors
Texas
$2.99M +$975K +14,120 +49%
AG
80
Advisor Group
Arizona
$2.91M +$1.38M +19,920 +90%
MPW
81
MA Private Wealth
California
$2.91M +$2.91M +42,101 New
APA
82
American Portfolios Advisors
New York
$2.83M +$215K +3,108 +8%
Natixis Advisors
83
Natixis Advisors
Massachusetts
$2.8M +$850K +12,315 +44%
MWP
84
MYCIO Wealth Partners
Pennsylvania
$2.8M +$1.74M +25,188 +164%
MML Investors Services
85
MML Investors Services
Massachusetts
$2.68M +$137K +1,982 +5%
CCA
86
Checchi Capital Advisers
California
$2.5M -$609K -8,811 -20%
FT
87
Fiduciary Trust
Massachusetts
$2.49M -$25.6K -371 -1%
Mariner
88
Mariner
Kansas
$2.43M +$723K +10,470 +42%
LNC
89
Lincoln National Corp
Pennsylvania
$2.42M +$646K +9,358 +37%
HSBC Holdings
90
HSBC Holdings
United Kingdom
$2.37M +$187K +2,710 +9%
IA
91
IndexIQ Advisors
New York
$2.32M -$9.54M -138,084 -80%
MWM
92
MinichMacGregor Wealth Management
New York
$2.23M +$2.23M +28,869 New
CGL
93
Clarius Group LLC
Washington
$2.22M -$112K -1,620 -5%
GWMIA
94
Global Wealth Management Investment Advisory
Florida
$2.16M +$2.16M +31,267 New
SCM
95
Sterling Capital Management
North Carolina
$2.15M – – –
RC
96
Rinet Company
Massachusetts
$2.1M +$1.1M +15,887 +110%
RSWM
97
Robertson Stephens Wealth Management
California
$2.1M +$2.1M +30,381 New
SB
98
Suntrust Banks
Georgia
$2.08M +$827K +11,965 +66%
TWM
99
Torch Wealth Management
Ohio
$2.03M -$82.9K -1,200 -4%
CIC
100
Carnegie Investment Counsel
Ohio
$2M +$2M +28,928 New
2 3
4
5 6