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iShares MSCI EAFE Growth ETF
EFG

Overview Fund Activity

147 hedge funds and large institutions have $1.19B invested in iShares MSCI EAFE Growth ETF in 2014 Q1 according to their latest regulatory filings, with 13 funds opening new positions, 56 increasing their positions, 51 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
147
Holders Change
+3
Holders Change %
+2.08%
% of All Funds
4.25%
Holding in Top 10
11
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-8.33%
% of All Funds
0.32%
New
13
Increased
56
Reduced
51
Closed
10
Calls
–
Puts
$241K
Net Calls
-$241K
Net Calls Change
-$241K

Top Buyers

1
FTUS
Flow Traders U.S.
New York
+$28.8M
2
Jane Street
Jane Street
New York
+$22.1M
3
Jones Financial Companies
Jones Financial Companies
Missouri
+$9.43M
4
NPF
Norris Perne & French
Michigan
+$4.07M
5
SG Americas Securities
SG Americas Securities
New York
+$3.57M

Top Sellers

1
TAG
Tactical Allocation Group
Michigan
-$11.7M
2
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$9.15M
3
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$7.34M
4
RCM
RNC Capital Management
California
-$6.24M
5
Bank of America
Bank of America
North Carolina
-$4.92M
Name Holding Trade Value Shares
Change 		Shares
Change %
DMC
101
Drexel Morgan & Co
Pennsylvania
$447K +$110K +1,550 +33%
AI
102
Atria Investments
North Carolina
$443K +$37.5K +529 +9%
OCG
103
Opus Capital Group
Ohio
$419K +$51.4K +725 +14%
RW
104
Rand Wealth
Maryland
$408K +$99.3K +1,400 +32%
NPC
105
National Planning Corporation
California
$407K +$24.2K +338 +6%
AIG
106
American International Group
New York
$387K +$346K +4,883 +861%
KeyBank National Association
107
KeyBank National Association
Ohio
$380K – – –
Fidelity Investments
108
Fidelity Investments
Massachusetts
$374K +$18.9K +267 +5%
BONST
109
Bank of Nova Scotia Trust
Ontario, Canada
$328K – – –
RJT
110
Raymond James Trust
Florida
$302K – – –
HFS
111
HL Financial Services
Kentucky
$288K -$16.4K -231 -5%
Fifth Third Bancorp
112
Fifth Third Bancorp
Ohio
$258K – – –
SSWM
113
Sheets Smith Wealth Management
North Carolina
$258K +$47.1K +664 +22%
ABC
114
Associated Banc-Corp
Wisconsin
$252K -$2.06K -29 -0.8%
HH
115
Hilltop Holdings
Texas
$249K – – –
MHS
116
M Holdings Securities
Oregon
$248K – – –
LTFS
117
Ladenburg Thalmann Financial Services
Florida
$229K -$17.4K -245 -7%
CA
118
Cortland Associates
Missouri
$223K – – –
PA
119
Pinnacle Associates
New York
$213K -$7.1K -100 -3%
TC
120
Telemus Capital
Michigan
$207K +$4.04K +57 +2%
Cambridge Investment Research Advisors
121
Cambridge Investment Research Advisors
Iowa
$206K -$19.4K -274 -9%
JA
122
JOYN Advisors
Georgia
$186K -$486K -6,863 -72%
Citigroup
123
Citigroup
New York
$180K +$23.2K +324 +15%
DADC
124
D.A. Davidson & Co
Montana
$173K -$18K -254 -9%
RIA
125
Regal Investment Advisors
Michigan
$167K -$129K -1,822 -44%
3 4
5
6 7