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iShares MSCI EAFE Growth ETF
EFG

Overview Fund Activity

307 hedge funds and large institutions have $3.02B invested in iShares MSCI EAFE Growth ETF in 2019 Q3 according to their latest regulatory filings, with 25 funds opening new positions, 88 increasing their positions, 100 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
307
Holders Change
+2
Holders Change %
+0.66%
% of All Funds
6.74%
Holding in Top 10
16
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-5.88%
% of All Funds
0.35%
New
25
Increased
88
Reduced
100
Closed
21
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
SCM
Sterling Capital Management
North Carolina
$88.1M
2
PSUF
People's United Financial
Connecticut
$89.4M
3
NB
NBT Bank
New York
$11.8M
4
TC
Trilogy Capital
California
$10.7M
5
US Bancorp
US Bancorp
Minnesota
$92.3M

Top Sellers

1
Bank of Montreal
Bank of Montreal
Ontario, Canada
$1.23M
2
LMIM
Lockheed Martin Investment Management
Maryland
$0
3
Citadel Advisors
Citadel Advisors
Florida
$0
4
Bank of America
Bank of America
North Carolina
$170M
5
Fidelity Investments
Fidelity Investments
Massachusetts
$385M
Name Holding Trade Value Shares
Change 		Shares
Change %
MPW
76
MA Private Wealth
California
$3.61M +$36.1K +449 +1%
APA
77
American Portfolios Advisors
New York
$3.48M +$76.1K +945 +2%
Mariner
78
Mariner
Kansas
$3.37M +$70.4K +874 +2%
AG
79
Advisor Group
Arizona
$3.35M +$201K +2,497 +6%
MFG
80
Magnus Financial Group
New York
$3.14M -$3.1M -38,554 -50%
GWMIA
81
Global Wealth Management Investment Advisory
Florida
$2.82M +$44K +546 +2%
HSBC Holdings
82
HSBC Holdings
United Kingdom
$2.82M +$6.12K +76 +0.2%
CFS
83
Cannon Financial Strategists
Georgia
$2.81M -$5.28M -65,522 -65%
ARG
84
Advisory Resource Group
Oklahoma
$2.8M +$264K +3,282 +10%
FT
85
Fiduciary Trust
Massachusetts
$2.8M +$644 +8 +0%
CCA
86
Checchi Capital Advisers
California
$2.77M -$44.7K -555 -2%
SB
87
Suntrust Banks
Georgia
$2.7M -$103K -1,282 -4%
RC
88
Rinet Company
Massachusetts
$2.3M – – –
NFG
89
NewFocus Financial Group
Washington
$2.26M +$141K +1,756 +7%
CIC
90
Carnegie Investment Counsel
Ohio
$2.25M +$16.5K +205 +0.7%
RSWM
91
Robertson Stephens Wealth Management
California
$2.24M – – –
Cambridge Investment Research Advisors
92
Cambridge Investment Research Advisors
Iowa
$2.24M +$241K +2,994 +12%
TWM
93
Torch Wealth Management
Ohio
$2.23M -$60.4K -750 -3%
W
94
Wealthquest
Ohio
$2.2M +$182K +2,267 +9%
VA
95
Valmark Advisers
Ohio
$2.17M -$98.4K -1,222 -4%
PG
96
Patten Group
Tennessee
$2.13M +$72.9K +905 +4%
AF
97
Affiance Financial
Minnesota
$2.09M +$305K +3,788 +17%
Natixis Advisors
98
Natixis Advisors
Massachusetts
$2.07M -$127K -1,574 -6%
UCFA
99
United Capital Financial Advisors
Texas
$2.07M +$32.5K +404 +2%
PAM
100
Palisade Asset Management
Minnesota
$2M – – –
2 3
4
5 6