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iShares MSCI EAFE Growth ETF
EFG

266 hedge funds and large institutions have $2.45B invested in iShares MSCI EAFE Growth ETF in 2017 Q4 according to their latest regulatory filings, with 44 funds opening new positions, 103 increasing their positions, 63 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more first-time investments, than exits

New positions opened: 44 | Existing positions closed: 22

63% more repeat investments, than reductions

Existing positions increased: 103 | Existing positions reduced: 63

20% more funds holding in top 10

Funds holding in top 10: 10 → 12 (+2)

14% more capital invested

Capital invested by funds: $2.14B → $2.45B (+$310M)

8% more funds holding

Funds holding: 247 → 266 (+19)

1.17% more ownership

Funds ownership: 67.03% → 68.2% (+1.2%)

Holders
266
Holders Change
+19
Holders Change %
+7.69%
% of All Funds
6.03%
Holding in Top 10
12
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+20%
% of All Funds
0.27%
New
44
Increased
103
Reduced
63
Closed
22
Calls
$283K
Puts
–
Net Calls
+$283K
Net Calls Change
+$956K

Top Buyers

Rank Fund Capital Flow
1
AssetMark Inc
AssetMark Inc
California
+$45.3M
2
Fidelity Investments
Fidelity Investments
Massachusetts
+$29.1M
3
SS
Simplicity Solutions
Minnesota
+$16.8M
4
Citadel Advisors
Citadel Advisors
Florida
+$16.1M
5
Bank of Montreal
Bank of Montreal
Ontario, Canada
+$14.8M

Top Sellers

Rank Fund Capital Flow
1
BFG
Barber Financial Group
Kansas
-$9.81M
2
LMIM
Lockheed Martin Investment Management
Maryland
-$5.6M
3
Jane Street
Jane Street
New York
-$3.16M
4
MA
MUFG Americas
New York
-$2.39M
5
SIA
Starfire Investment Advisers
Michigan
-$1.78M
Name Holding Trade Value Shares
Change 		Change in
Stake
RFM
101
Royal Fund Management
Florida
$1.21M +$72.3K +912 +6%
WAS
102
Winch Advisory Services
Wisconsin
$1.21M +$322K +4,061 +37%
TNBTD
103
Trustmark National Bank Trust Department
Mississippi
$1.17M – – –
HCA
104
Harbour Capital Advisors
Virginia
$1.16M -$15.8K -200 -1%
ASN
105
Advisory Services Network
Georgia
$1.15M +$66.5K +839 +6%
SAM
106
Sequent Asset Management
Texas
$1.13M – – –
WLIM
107
White Lighthouse Investment Management
Massachusetts
$1.12M +$1.1M +13,922 New
PP
108
Palladium Partners
Virginia
$1.11M -$39.6K -500 -4%
Brown Advisory
109
Brown Advisory
Maryland
$1.01M +$8K +101 +0.8%
FFA
110
Fragasso Financial Advisors
Pennsylvania
$1M +$12K +152 +1%
Invesco
111
Invesco
Georgia
$999K +$981K +12,377 New
CB
112
Chemical Bank
Michigan
$973K +$147K +1,858 +18%
AI
113
Atria Investments
North Carolina
$972K +$224K +2,822 +31%
BMCM
114
Bryn Mawr Capital Management
Pennsylvania
$954K – – –
RC
115
Rinet Company
Massachusetts
$953K -$52.9K -668 -5%
MOS
116
MGO One Seven
Ohio
$952K +$934K +11,787 New
Koshinski Asset Management
117
Koshinski Asset Management
Illinois
$939K +$432K +5,451 +88%
CIA
118
Choate Investment Advisors
Massachusetts
$936K – – –
APP
119
Avantax Planning Partners
Iowa
$931K -$257K -3,247 -22%
AAM
120
Autus Asset Management
Arizona
$928K -$3.57K -45 -0.4%
CF
121
Copperwynd Financial
Arizona
$924K +$907K +11,442 New
SB
122
Suntrust Banks
Georgia
$901K +$45K +568 +5%
GMA
123
Goldstein Munger & Associates
California
$892K -$11.3K -142 -1%
Mariner
124
Mariner
Kansas
$887K +$871K +10,994 New
DHFB
125
Dixon Hubard Feinour & Brown
Virginia
$866K +$13.9K +175 +2%
3 4
5
6 7

EFG Hedge Fund Activity: Q4 2017 in Review

266 of the 4,409 institutional investors tracked by Wall St. Rank reported a position in iShares MSCI EAFE Growth ETF (EFG) for Q4 2017, worth a combined $2.45B — up 14% from $2.14B a quarter earlier.

Buyers outnumbered sellers: 44 funds opened new EFG positions and 22 closed out — a net gain of 22 holders — while 103 added to existing stakes and 63 trimmed.

The largest buyer was AssetMark Inc, opening a new position worth an estimated $45.3M. The largest seller was Barber Financial Group, exiting entirely with an estimated $9.81M sold.

  • 266 institutional investors held iShares MSCI EAFE Growth ETF (EFG) as of Q4 2017, up from 247 in Q3 2017.
  • Funds reported $2.45B of iShares MSCI EAFE Growth ETF stock for Q4 2017, up 14% quarter-over-quarter.
  • 44 funds opened new iShares MSCI EAFE Growth ETF positions in Q4 2017 and 22 closed out, a net change of +22 holders.
  • The largest iShares MSCI EAFE Growth ETF buyer in Q4 2017 was AssetMark Inc, an estimated $45.3M added.
  • The largest iShares MSCI EAFE Growth ETF seller in Q4 2017 was Barber Financial Group, an estimated $9.81M sold.

Based on aggregated 13F filings for Q4 2017.