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iShares MSCI EAFE Growth ETF
EFG

Overview Fund Activity

211 hedge funds and large institutions have $1.74B invested in iShares MSCI EAFE Growth ETF in 2017 Q1 according to their latest regulatory filings, with 20 funds opening new positions, 76 increasing their positions, 75 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
211
Holders Change
-1
Holders Change %
-0.47%
% of All Funds
5.26%
Holding in Top 10
9
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+28.57%
% of All Funds
0.22%
New
20
Increased
76
Reduced
75
Closed
19
Calls
–
Puts
$327K
Net Calls
-$327K
Net Calls Change
-$327K

Top Buyers

1
RIG
RiverFront Investment Group
Virginia
+$38.4M
2
GI
Glovista Investments
New Jersey
+$30M
3
Jones Financial Companies
Jones Financial Companies
Missouri
+$11.7M
4
RJA
Raymond James & Associates
Florida
+$8.34M
5
LMIM
Lockheed Martin Investment Management
Maryland
+$4.28M

Top Sellers

1
Fidelity Investments
Fidelity Investments
Massachusetts
-$56.3M
2
Bank of America
Bank of America
North Carolina
-$34.4M
3
Bank of Montreal
Bank of Montreal
Ontario, Canada
-$26.7M
4
BDF
Balasa Dinverno & Foltz
-$17.3M
5
SCM
SCS Capital Management
Massachusetts
-$8.06M
Name Holding Trade Value Shares
Change 		Shares
Change %
ECM
101
ETrade Capital Management
Virginia
$768K -$3.2K -46 -0.4%
BCM
102
BTC Capital Management
Iowa
$766K – – –
GMA
103
Goldstein Munger & Associates
California
$753K -$53.5K -771 -7%
BWP
104
BSW Wealth Partners
Colorado
$752K -$43.7K -629 -5%
CI
105
Conning Inc
Connecticut
$730K – – –
TCM
106
TD Capital Management
Tennessee
$718K -$62.4K -898 -8%
DHFB
107
Dixon Hubard Feinour & Brown
Virginia
$715K +$695 +10 +0.1%
JPMPWA
108
J.P. Morgan Private Wealth Advisors
California
$712K +$7.16K +103 +1%
CAL
109
Capital Analysts LLC
Pennsylvania
$688K +$34.7K +500 +5%
SFG
110
SNS Financial Group
Minnesota
$680K -$94.9K -1,365 -12%
Creative Planning
111
Creative Planning
Kansas
$666K +$28.4K +409 +4%
RJT
112
Raymond James Trust
Florida
$648K -$135K -1,943 -17%
SSWM
113
Sheets Smith Wealth Management
North Carolina
$639K +$9.1K +131 +1%
Brown Advisory
114
Brown Advisory
Maryland
$610K +$122K +1,755 +25%
WP
115
WealthSource Partners
California
$593K -$19.4K -279 -3%
WBG
116
Wharton Business Group
Pennsylvania
$586K +$112K +1,615 +24%
FEG
117
Financial Enhancement Group
Indiana
$570K +$333K +4,794 +141%
ASN
118
Advisory Services Network
Georgia
$568K +$568K +8,171 New
Citigroup
119
Citigroup
New York
$565K -$8.06K -116 -1%
FPFS
120
First Personal Financial Services
North Carolina
$547K – – –
TAM
121
Tocqueville Asset Management
New York
$519K – – –
WI
122
WrapManager Inc
California
$519K +$85.1K +1,224 +20%
HSBC Holdings
123
HSBC Holdings
United Kingdom
$511K +$52.4K +754 +11%
CB
124
Chemical Bank
Michigan
$509K +$27.5K +395 +6%
PG
125
Patten Group
Tennessee
$506K +$25.6K +370 +5%
3 4
5
6 7