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iShares MSCI EAFE Growth ETF
EFG

Overview Fund Activity

169 hedge funds and large institutions have $1.34B invested in iShares MSCI EAFE Growth ETF in 2015 Q2 according to their latest regulatory filings, with 20 funds opening new positions, 61 increasing their positions, 46 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
169
Holders Change
+10
Holders Change %
+6.29%
% of All Funds
4.56%
Holding in Top 10
7
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.19%
New
20
Increased
61
Reduced
46
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Goldman Sachs
Goldman Sachs
New York
$69.5M
2
Bank of Montreal
Bank of Montreal
Ontario, Canada
$47.8M
3
Jane Street
Jane Street
New York
$28.6M
4
Bank of America
Bank of America
North Carolina
$135M
5
CB
Commerce Bank
Missouri
$12.1M

Top Sellers

1
BIT
BlackRock Institutional Trust
California
$0
2
CIA
Choate Investment Advisors
Massachusetts
$1.84M
3
PNC Financial Services Group
PNC Financial Services Group
Pennsylvania
$65.4M
4
CWA
Convergent Wealth Advisors
Maryland
$26.2M
5
ACM
Ashford Capital Management
Delaware
$4.08M
Name Holding Trade Value Shares
Change 		Shares
Change %
SSWM
101
Sheets Smith Wealth Management
North Carolina
$477K -$2.59K -37 -0.5%
RC
102
Rinet Company
Massachusetts
$475K +$475K +6,802 New
DMC
103
Drexel Morgan & Co
Pennsylvania
$441K – – –
DIA
104
Denver Investment Advisors
Colorado
$420K +$16.2K +232 +4%
CAN
105
Cetera Advisor Networks
California
$418K – – –
RW
106
Rand Wealth
Maryland
$402K – – –
MFS
107
MSI Financial Services
Massachusetts
$401K -$148K -2,117 -27%
PFP
108
Pinnacle Financial Partners
Tennessee
$376K -$24.9K -356 -6%
OCG
109
Opus Capital Group
Ohio
$365K +$14K +200 +4%
KeyBank National Association
110
KeyBank National Association
Ohio
$364K -$165K -2,359 -31%
Brown Advisory
111
Brown Advisory
Maryland
$327K -$278K -3,972 -46%
BONST
112
Bank of Nova Scotia Trust
Ontario, Canada
$325K – – –
CB
113
Chemical Bank
Michigan
$304K +$72.8K +1,042 +31%
BWA
114
Burt Wealth Advisors
Maryland
$279K – – –
Fifth Third Bancorp
115
Fifth Third Bancorp
Ohio
$273K -$5.24K -75 -2%
KIA
116
KCM Investment Advisors
California
$273K – – –
PAG
117
Private Advisor Group
New Jersey
$271K +$271K +3,882 New
PP
118
Patten & Patten
Tennessee
$260K -$8.74K -125 -3%
CPO
119
Cerity Partners OCIO
New York
$257K -$21K -300 -8%
Cambridge Investment Research Advisors
120
Cambridge Investment Research Advisors
Iowa
$255K +$24K +344 +10%
HIM
121
Hanlon Investment Management
New Jersey
$252K +$5.25K +75 +2%
CCWA
122
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$252K +$252K +3,606 New
YMRC
123
Yorktown Management & Research Company
Virginia
$245K – – –
Citadel Advisors
124
Citadel Advisors
Florida
$242K +$242K +3,469 New
AAM
125
Autus Asset Management
Arizona
$229K +$229K +3,270 New
3 4
5
6 7