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iShares MSCI EAFE Growth ETF
EFG

305 hedge funds and large institutions have $3.02B invested in iShares MSCI EAFE Growth ETF in 2019 Q2 according to their latest regulatory filings, with 30 funds opening new positions, 109 increasing their positions, 84 reducing their positions, and 30 closing their positions.

New
Increased
Maintained
Reduced
Closed

30% more repeat investments, than reductions

Existing positions increased: 109 | Existing positions reduced: 84

21% more funds holding in top 10

Funds holding in top 10: 14 → 17 (+3)

8% more capital invested

Capital invested by funds: $2.79B → $3.02B (+$232M)

2.06% more ownership

Funds ownership: 74.22% → 76.28% (+2.1%)

0% more first-time investments, than exits

New positions opened: 30 | Existing positions closed: 30

2% less funds holding

Funds holding: 311 → 305 (-6)

Holders
305
Holders Change
-6
Holders Change %
-1.93%
% of All Funds
6.62%
Holding in Top 10
17
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+21.43%
% of All Funds
0.37%
New
30
Increased
109
Reduced
84
Closed
30
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
PSUF
People's United Financial
Connecticut
+$66.4M
2
Jane Street
Jane Street
New York
+$23.3M
3
SS
Simplicity Solutions
Minnesota
+$18.4M
4
AWM
AE Wealth Management
Kansas
+$17.7M
5
Citadel Advisors
Citadel Advisors
Florida
+$17.6M

Top Sellers

Rank Fund Capital Flow
1
Fidelity Investments
Fidelity Investments
Massachusetts
-$16M
2
AII
AGF Investments Inc
Ontario, Canada
-$13.8M
3
PNC Financial Services Group
PNC Financial Services Group
Pennsylvania
-$13.5M
4
Macquarie Group
Macquarie Group
Australia
-$10.2M
5
Wells Fargo
Wells Fargo
California
-$7.77M
Name Holding Trade Value Shares
Change 		Change in
Stake
MPW
76
MA Private Wealth
California
$3.59M +$54.7K +693 +2%
IA
77
IndexIQ Advisors
New York
$3.42M +$2.99M +37,920 +863%
APA
78
American Portfolios Advisors
New York
$3.41M -$65K -823 -2%
Mariner
79
Mariner
Kansas
$3.31M +$428K +5,417 +15%
AG
80
Advisor Group
Arizona
$3.16M +$342K +4,329 +12%
HSBC Holdings
81
HSBC Holdings
United Kingdom
$2.82M +$90.7K +1,149 +3%
CCA
82
Checchi Capital Advisers
California
$2.82M -$32.7K -414 -1%
SB
83
Suntrust Banks
Georgia
$2.81M +$570K +7,222 +26%
FT
84
Fiduciary Trust
Massachusetts
$2.81M -$18.1K -229 -0.7%
GWMIA
85
Global Wealth Management Investment Advisory
Florida
$2.79M -$123K -1,554 -4%
HL
86
Harding Loevner
New Jersey
$2.59M +$2.53M +32,081 New
ARG
87
Advisory Resource Group
Oklahoma
$2.55M +$1.09M +13,766 +78%
RC
88
Rinet Company
Massachusetts
$2.31M +$93.8K +1,188 +4%
TWM
89
Torch Wealth Management
Ohio
$2.3M -$27.6K -350 -1%
WP
90
WealthPLAN Partners
Nebraska
$2.3M -$938K -11,880 -29%
Comerica Bank
91
Comerica Bank
Texas
$2.29M -$179K -2,266 -7%
VA
92
Valmark Advisers
Ohio
$2.27M +$10.7K +135 +0.5%
RSWM
93
Robertson Stephens Wealth Management
California
$2.25M -$182K -2,303 -8%
CIC
94
Carnegie Investment Counsel
Ohio
$2.24M +$21K +266 +1%
Natixis Advisors
95
Natixis Advisors
Massachusetts
$2.21M +$73.2K +928 +4%
NFG
96
NewFocus Financial Group
Washington
$2.13M +$1.07M +13,552 +106%
HNB
97
Huntington National Bank
Ohio
$2.12M – – –
PG
98
Patten Group
Tennessee
$2.07M +$87.4K +1,108 +5%
UCFA
99
United Capital Financial Advisors
Texas
$2.04M +$46.2K +585 +2%
W
100
Wealthquest
Ohio
$2.03M +$1.98M +25,112 New
2 3
4
5 6

EFG Hedge Fund Activity: Q2 2019 in Review

305 of the 4,604 institutional investors tracked by Wall St. Rank reported a position in iShares MSCI EAFE Growth ETF (EFG) for Q2 2019, worth a combined $3.02B — up 8.3% from $2.79B a quarter earlier.

Fund positioning in EFG was balanced in Q2 2019: 30 funds opened new positions, 30 closed out, 109 added to existing stakes and 84 trimmed.

The largest buyer was People's United Financial, adding an estimated $66.4M. The largest seller was Fidelity Investments, cutting an estimated $16M.

  • 305 institutional investors held iShares MSCI EAFE Growth ETF (EFG) as of Q2 2019, down from 311 in Q1 2019.
  • Funds reported $3.02B of iShares MSCI EAFE Growth ETF stock for Q2 2019, up 8.3% quarter-over-quarter.
  • 30 funds opened new iShares MSCI EAFE Growth ETF positions in Q2 2019 and 30 closed out, a net change of 0 holders.
  • The largest iShares MSCI EAFE Growth ETF buyer in Q2 2019 was People's United Financial, an estimated $66.4M added.
  • The largest iShares MSCI EAFE Growth ETF seller in Q2 2019 was Fidelity Investments, an estimated $16M sold.

Based on aggregated 13F filings for Q2 2019.