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iShares MSCI EAFE Growth ETF

362 hedge funds and large institutions have $3.46B invested in iShares MSCI EAFE Growth ETF in 2019 Q4 according to their latest regulatory filings, with 78 funds opening new positions, 112 increasing their positions, 96 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed

311% more first-time investments, than exits

New positions opened: 78 | Existing positions closed: 19

18% more funds holding

Funds holding: 307362 (+55)

17% more repeat investments, than reductions

Existing positions increased: 112 | Existing positions reduced: 96

14% more capital invested

Capital invested by funds: $3.02B → $3.46B (+$437M)

13% more funds holding in top 10

Funds holding in top 10: 1618 (+2)

0.03% more ownership

Funds ownership: 75.53%75.56% (+0.03%)

Holders
362
Holders Change
+55
Holders Change %
+17.92%
% of All Funds
7.13%
Holding in Top 10
18
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+12.5%
% of All Funds
0.35%
New
78
Increased
112
Reduced
96
Closed
19
Calls
$458K
Puts
Net Calls
+$458K
Net Calls Change
+$458K
Name Holding Trade Value Shares
Change
Change in
Stake
APA
76
American Portfolios Advisors
New York
$3.77M +$28K +335 +0.8%
Mariner
77
Mariner
Kansas
$3.75M +$128K +1,532 +4%
BHTS
78
Bar Harbor Trust Services
Maine
$3.73M +$3.6M +43,200 New
MPW
79
MA Private Wealth
California
$3.73M -$146K -1,750 -4%
PPWM
80
PFG Private Wealth Management
Florida
$3.65M +$3.52M +42,171 New
1IA
81
1834 Investment Advisors
Wisconsin
$3.63M -$2.05M -24,508 -37%
MFG
82
Magnus Financial Group
New York
$3.56M +$187K +2,237 +6%
SWM
83
Southern Wealth Management
Texas
$3.53M +$3.41M +40,872 New
WP
84
WealthPLAN Partners
Nebraska
$3.52M +$1.62M +19,422 +95%
HSBC Holdings
85
HSBC Holdings
United Kingdom
$3.39M +$350K +4,193 +12%
APW
86
Austin Private Wealth
Texas
$3.26M +$3.15M +37,695 New
GT
87
Glenmede Trust
Pennsylvania
$3.2M -$169K -2,021 -5%
CCA
88
Checchi Capital Advisers
California
$3.05M +$75.9K +909 +3%
GWMIA
89
Global Wealth Management Investment Advisory
Florida
$3.02M -$7.34K -88 -0.3%
DBT
90
Dubuque Bank & Trust
Iowa
$3.01M +$2.9M +34,807 New
FT
91
Fiduciary Trust
Massachusetts
$2.99M -$14.1K -169 -0.5%
CFS
92
Cannon Financial Strategists
Georgia
$2.91M -$104K -1,248 -4%
Kayne Anderson Rudnick Investment Management
93
Kayne Anderson Rudnick Investment Management
California
$2.87M +$2.45M +29,387 +767%
22CM
94
20/20 Capital Management
California
$2.81M +$2.66M +31,841 New
KFI
95
Key Financial Inc
Pennsylvania
$2.75M +$2.66M +31,847 New
BWL
96
Bogart Wealth LLC
Virginia
$2.62M +$2.52M +30,247 +44,481%
Cambridge Investment Research Advisors
97
Cambridge Investment Research Advisors
Iowa
$2.54M +$125K +1,497 +5%
ASN
98
Advisory Services Network
Georgia
$2.5M +$632K +7,578 +35%
RC
99
Rinet Company
Massachusetts
$2.48M +$2.17K +26 +0.1%
NFG
100
NewFocus Financial Group
Washington
$2.46M +$29K +347 +1%

EFG Hedge Fund Activity: Q4 2019 in Review

362 of the 5,075 institutional investors tracked by Wall St. Rank reported a position in iShares MSCI EAFE Growth ETF (EFG) for Q4 2019, worth a combined $3.46B — up 14% from $3.02B a quarter earlier.

Buyers outnumbered sellers: 78 funds opened new EFG positions and 19 closed out — a net gain of 59 holders — while 112 added to existing stakes and 96 trimmed.

The largest buyer was Jones Financial Companies, adding an estimated $273M. The largest seller was M&T Bank, exiting entirely with an estimated $65.8M sold.

  • 362 institutional investors held iShares MSCI EAFE Growth ETF (EFG) as of Q4 2019, up from 307 in Q3 2019.
  • Funds reported $3.46B of iShares MSCI EAFE Growth ETF stock for Q4 2019, up 14% quarter-over-quarter.
  • 78 funds opened new iShares MSCI EAFE Growth ETF positions in Q4 2019 and 19 closed out, a net change of +59 holders.
  • The largest iShares MSCI EAFE Growth ETF buyer in Q4 2019 was Jones Financial Companies, an estimated $273M added.
  • The largest iShares MSCI EAFE Growth ETF seller in Q4 2019 was M&T Bank, an estimated $65.8M sold.

Based on aggregated 13F filings for Q4 2019.