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iShares MSCI EAFE Growth ETF
EFG

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

40% more funds holding in top 10

Funds holding in top 10: 10 → 14 (+4)

21% more repeat investments, than reductions

Existing positions increased: 99 | Existing positions reduced: 82

17% more first-time investments, than exits

New positions opened: 56 | Existing positions closed: 48

7% more capital invested

Capital invested by funds: $2.48B → $2.66B (+$177M)

5.04% more ownership

Funds ownership: 68.92% → 73.96% (+5%)

2% more funds holding

Funds holding: 297 → 303 (+6)

Holders
303
Holders Change
+6
Holders Change %
+2.02%
% of All Funds
6.75%
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

Rank Fund Capital Flow
1
Bank of America
Bank of America
North Carolina
+$119M
2
Fidelity Investments
Fidelity Investments
Massachusetts
+$95.6M
3
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$64.1M
4
RJA
Raymond James & Associates
Florida
+$30M
5
PNC Financial Services Group
PNC Financial Services Group
Pennsylvania
+$21.9M

Top Sellers

Rank Fund Capital Flow
1
Citadel Advisors
Citadel Advisors
Florida
-$24.2M
2
SS
Simplicity Solutions
Minnesota
-$21.4M
3
AWM
AE Wealth Management
Kansas
-$17.1M
4
IA
IndexIQ Advisors
New York
-$10.1M
5
RIG
RiverFront Investment Group
Virginia
-$7.68M
Name Holding Trade Value Shares
Change 		Change in
Stake
CCM
76
Coldstream Capital Management
Washington
$3.16M +$3.33M +45,738 New
Northern Trust
77
Northern Trust
Illinois
$3.13M +$335K +4,599 +11%
PFPT
78
Pinnacle Financial Partners (Tennessee)
Tennessee
$3.09M -$720K -9,881 -18%
UCFA
79
United Capital Financial Advisors
Texas
$2.98M +$1.03M +14,120 +49%
AG
80
Advisor Group
Arizona
$2.91M +$1.45M +19,920 +90%
MPW
81
MA Private Wealth
California
$2.91M +$3.07M +42,101 New
APA
82
American Portfolios Advisors
New York
$2.83M +$226K +3,108 +8%
Natixis Advisors
83
Natixis Advisors
Massachusetts
$2.8M +$897K +12,315 +44%
MWP
84
MYCIO Wealth Partners
Pennsylvania
$2.8M +$1.84M +25,188 +164%
MML Investors Services
85
MML Investors Services
Massachusetts
$2.68M +$144K +1,982 +5%
CCA
86
Checchi Capital Advisers
California
$2.5M -$642K -8,811 -20%
FT
87
Fiduciary Trust
Massachusetts
$2.49M -$27K -371 -1%
Mariner
88
Mariner
Kansas
$2.43M +$763K +10,470 +42%
LNC
89
Lincoln National Corp
Pennsylvania
$2.42M +$682K +9,358 +37%
HSBC Holdings
90
HSBC Holdings
United Kingdom
$2.37M +$197K +2,710 +9%
IA
91
IndexIQ Advisors
New York
$2.32M -$10.1M -138,084 -80%
MWM
92
MinichMacGregor Wealth Management
New York
$2.23M +$2.1M +28,869 New
CGL
93
Clarius Group LLC
Washington
$2.22M -$118K -1,620 -5%
GWMIA
94
Global Wealth Management Investment Advisory
Florida
$2.16M +$2.28M +31,267 New
SCM
95
Sterling Capital Management
North Carolina
$2.15M – – –
RC
96
Rinet Company
Massachusetts
$2.1M +$1.16M +15,887 +110%
RSWM
97
Robertson Stephens Wealth Management
California
$2.1M +$2.21M +30,381 New
SB
98
Suntrust Banks
Georgia
$2.08M +$872K +11,965 +66%
TWM
99
Torch Wealth Management
Ohio
$2.03M -$87.4K -1,200 -4%
CIC
100
Carnegie Investment Counsel
Ohio
$2M +$2.11M +28,928 New
2 3
4
5 6

EFG Hedge Fund Activity: Q4 2018 in Review

303 of the 4,488 institutional investors tracked by Wall St. Rank reported a position in iShares MSCI EAFE Growth ETF (EFG) for Q4 2018, worth a combined $2.66B — up 7.1% from $2.48B a quarter earlier.

Buyers outnumbered sellers: 56 funds opened new EFG positions and 48 closed out — a net gain of 8 holders — while 99 added to existing stakes and 82 trimmed.

The largest buyer was Bank of America, adding an estimated $119M. The largest seller was Citadel Advisors, exiting entirely with an estimated $24.2M sold.

  • 303 institutional investors held iShares MSCI EAFE Growth ETF (EFG) as of Q4 2018, up from 297 in Q3 2018.
  • Funds reported $2.66B of iShares MSCI EAFE Growth ETF stock for Q4 2018, up 7.1% quarter-over-quarter.
  • 56 funds opened new iShares MSCI EAFE Growth ETF positions in Q4 2018 and 48 closed out, a net change of +8 holders.
  • The largest iShares MSCI EAFE Growth ETF buyer in Q4 2018 was Bank of America, an estimated $119M added.
  • The largest iShares MSCI EAFE Growth ETF seller in Q4 2018 was Citadel Advisors, an estimated $24.2M sold.

Based on aggregated 13F filings for Q4 2018.