iShares MSCI EAFE Growth ETF
212 hedge funds and large institutions have $1.65B invested in iShares MSCI EAFE Growth ETF in 2016 Q4 according to their latest regulatory filings, with 42 funds opening new positions, 72 increasing their positions, 65 reducing their positions, and 13 closing their positions.
223% more first-time investments, than exits
New positions opened: 42 | Existing positions closed: 13
13% more funds holding
Funds holding: 187 → 212 (+25)
11% more repeat investments, than reductions
Existing positions increased: 72 | Existing positions reduced: 65
1% more capital invested
Capital invested by funds: $1.64B → $1.65B (+$13.5M)
0.18% more ownership
Funds ownership: 68.05% → 68.23% (+0.18%)
30% less funds holding in top 10
Funds holding in top 10: 10 → 7 (-3)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Fidelity Investments
Boston,
Massachusetts
|
+$85.9M |
| 2 |
Bank of America
Charlotte,
North Carolina
|
+$33.7M |
| 3 |
BDF
Balasa Dinverno & Foltz
|
+$16.1M |
| 4 |
Jones Financial Companies
Des Peres,
Missouri
|
+$14M |
| 5 |
Janney Montgomery Scott
Philadelphia,
Pennsylvania
|
+$11.5M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of Montreal
Toronto,
Ontario, Canada
|
-$30M |
| 2 |
Wells Fargo
San Francisco,
California
|
-$20M |
| 3 |
RIG
RiverFront Investment Group
Richmond,
Virginia
|
-$12.3M |
| 4 |
BII
Bainco International Investors
Boston,
Massachusetts
|
-$8.15M |
| 5 |
BF
BOK Financial
Tulsa,
Oklahoma
|
-$7.01M |
EFG Hedge Fund Activity: Q4 2016 in Review
212 of the 4,000 institutional investors tracked by Wall St. Rank reported a position in iShares MSCI EAFE Growth ETF (EFG) for Q4 2016, worth a combined $1.65B — up 0.83% from $1.64B a quarter earlier.
Buyers outnumbered sellers: 42 funds opened new EFG positions and 13 closed out — a net gain of 29 holders — while 72 added to existing stakes and 65 trimmed.
The largest buyer was Fidelity Investments, adding an estimated $85.9M. The largest seller was Bank of Montreal, cutting an estimated $30M.
- 212 institutional investors held iShares MSCI EAFE Growth ETF (EFG) as of Q4 2016, up from 187 in Q3 2016.
- Funds reported $1.65B of iShares MSCI EAFE Growth ETF stock for Q4 2016, up 0.83% quarter-over-quarter.
- 42 funds opened new iShares MSCI EAFE Growth ETF positions in Q4 2016 and 13 closed out, a net change of +29 holders.
- The largest iShares MSCI EAFE Growth ETF buyer in Q4 2016 was Fidelity Investments, an estimated $85.9M added.
- The largest iShares MSCI EAFE Growth ETF seller in Q4 2016 was Bank of Montreal, an estimated $30M sold.
Based on aggregated 13F filings for Q4 2016.