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iShares MSCI EAFE Growth ETF

230 hedge funds and large institutions have $1.97B invested in iShares MSCI EAFE Growth ETF in 2017 Q2 according to their latest regulatory filings, with 27 funds opening new positions, 94 increasing their positions, 53 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

350% more first-time investments, than exits

New positions opened: 27 | Existing positions closed: 6

77% more repeat investments, than reductions

Existing positions increased: 94 | Existing positions reduced: 53

13% more capital invested

Capital invested by funds: $1.74B → $1.97B (+$230M)

9% more funds holding

Funds holding: 211230 (+19)

1.43% less ownership

Funds ownership: 68.02%66.59% (-1.4%)

11% less funds holding in top 10

Funds holding in top 10: 98 (-1)

100% less call options, than puts

Call options by funds: $0 | Put options by funds: $888K

Holders
230
Holders Change
+19
Holders Change %
+9%
% of All Funds
5.73%
Holding in Top 10
8
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-11.11%
% of All Funds
0.2%
New
27
Increased
94
Reduced
53
Closed
6
Calls
Puts
$888K
Net Calls
-$888K
Net Calls Change
-$561K
Name Holding Trade Value Shares
Change
Change in
Stake
AAM
101
Autus Asset Management
Arizona
$860K +$5.48K +75 +0.6%
CIA
102
Choate Investment Advisors
Massachusetts
$858K -$233K -3,190 -22%
GMA
103
Goldstein Munger & Associates
California
$817K +$15K +205 +2%
BCM
104
BTC Capital Management
Iowa
$815K
ECM
105
ETrade Capital Management
Virginia
$814K -$3.36K -46 -0.4%
JMPWA
106
JP Morgan Private Wealth Advisors
California
$794K +$35.7K +489 +5%
SGAM
107
Steinberg Global Asset Management
Florida
$779K -$1.33M -18,186 -63%
BWP
108
BSW Wealth Partners
Colorado
$779K -$20.2K -277 -3%
CI
109
Conning Inc
Connecticut
$777K
DHFB
110
Dixon Hubard Feinour & Brown
Virginia
$763K +$1.46K +20 +0.2%
TCM
111
TD Capital Management
Tennessee
$745K -$19.2K -263 -3%
CAL
112
Capital Analysts LLC
Pennsylvania
$733K
RJT
113
Raymond James Trust
Florida
$726K +$35K +479 +5%
SSWM
114
Sheets Smith Wealth Management
North Carolina
$685K +$4.16K +57 +0.6%
SFG
115
SNS Financial Group
Minnesota
$679K -$44.2K -605 -6%
CB
116
Chemical Bank
Michigan
$678K +$135K +1,846 +25%
Creative Planning
117
Creative Planning
Kansas
$668K -$40.2K -550 -6%
SB
118
Suntrust Banks
Georgia
$668K +$163K +2,227 +33%
WP
119
WealthSource Partners
California
$623K -$8.33K -114 -1%
PG
120
Patten Group
Tennessee
$619K +$59K +808 +11%
AG
121
Advisor Group
Arizona
$607K +$228K +3,118 +61%
HFS
122
HL Financial Services
Kentucky
$603K +$108K +1,482 +22%
Citigroup
123
Citigroup
New York
$602K +$219 +3 +0%
FPFS
124
First Personal Financial Services
North Carolina
$582K
AI
125
Atria Investments
North Carolina
$556K +$113K +1,552 +26%

EFG Hedge Fund Activity: Q2 2017 in Review

230 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in iShares MSCI EAFE Growth ETF (EFG) for Q2 2017, worth a combined $1.97B — up 13% from $1.74B a quarter earlier.

Buyers outnumbered sellers: 27 funds opened new EFG positions and 6 closed out — a net gain of 21 holders — while 94 added to existing stakes and 53 trimmed.

The largest buyer was Jane Street, opening a new position worth an estimated $45.5M. The largest seller was Glovista Investments, exiting entirely with an estimated $30M sold.

  • 230 institutional investors held iShares MSCI EAFE Growth ETF (EFG) as of Q2 2017, up from 211 in Q1 2017.
  • Funds reported $1.97B of iShares MSCI EAFE Growth ETF stock for Q2 2017, up 13% quarter-over-quarter.
  • 27 funds opened new iShares MSCI EAFE Growth ETF positions in Q2 2017 and 6 closed out, a net change of +21 holders.
  • The largest iShares MSCI EAFE Growth ETF buyer in Q2 2017 was Jane Street, an estimated $45.5M added.
  • The largest iShares MSCI EAFE Growth ETF seller in Q2 2017 was Glovista Investments, an estimated $30M sold.

Based on aggregated 13F filings for Q2 2017.