iShares MSCI EAFE Growth ETF
311 hedge funds and large institutions have $2.79B invested in iShares MSCI EAFE Growth ETF in 2019 Q1 according to their latest regulatory filings, with 38 funds opening new positions, 82 increasing their positions, 114 reducing their positions, and 26 closing their positions.
46% more first-time investments, than exits
New positions opened: 38 | Existing positions closed: 26
5% more capital invested
Capital invested by funds: $2.66B → $2.79B (+$135M)
3% more funds holding
Funds holding: 303 → 311 (+8)
0.27% more ownership
Funds ownership: 73.96% → 74.22% (+0.27%)
0% more funds holding in top 10
Funds holding in top 10: 14 → 14 (0)
28% less repeat investments, than reductions
Existing positions increased: 82 | Existing positions reduced: 114
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
+$82.5M |
| 2 |
SCM
Sterling Capital Management
Charlotte,
North Carolina
|
+$56.9M |
| 3 |
BlackRock
New York
|
+$34.1M |
| 4 |
SS
Simplicity Solutions
Minneapolis,
Minnesota
|
+$15.5M |
| 5 |
AWM
AE Wealth Management
Topeka,
Kansas
|
+$15.4M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of America
Charlotte,
North Carolina
|
-$126M |
| 2 |
Envestnet Asset Management
Chicago,
Illinois
|
-$54.1M |
| 3 |
Bank of Montreal
Toronto,
Ontario, Canada
|
-$29.2M |
| 4 |
CP
Covenant Partners
Nashville,
Tennessee
|
-$22.1M |
| 5 |
LI
LVZ Inc
Holland,
Michigan
|
-$20.6M |
EFG Hedge Fund Activity: Q1 2019 in Review
311 of the 4,620 institutional investors tracked by Wall St. Rank reported a position in iShares MSCI EAFE Growth ETF (EFG) for Q1 2019, worth a combined $2.79B — up 5.1% from $2.66B a quarter earlier.
Buyers outnumbered sellers: 38 funds opened new EFG positions and 26 closed out — a net gain of 12 holders — while 82 added to existing stakes and 114 trimmed.
The largest buyer was Carson Wealth (CWM LLC), adding an estimated $82.5M. The largest seller was Bank of America, cutting an estimated $126M.
- 311 institutional investors held iShares MSCI EAFE Growth ETF (EFG) as of Q1 2019, up from 303 in Q4 2018.
- Funds reported $2.79B of iShares MSCI EAFE Growth ETF stock for Q1 2019, up 5.1% quarter-over-quarter.
- 38 funds opened new iShares MSCI EAFE Growth ETF positions in Q1 2019 and 26 closed out, a net change of +12 holders.
- The largest iShares MSCI EAFE Growth ETF buyer in Q1 2019 was Carson Wealth (CWM LLC), an estimated $82.5M added.
- The largest iShares MSCI EAFE Growth ETF seller in Q1 2019 was Bank of America, an estimated $126M sold.
Based on aggregated 13F filings for Q1 2019.