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iShares MSCI EAFE Growth ETF
EFG

Overview Fund Activity

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
Holders
266
Holders Change
+19
Holders Change %
+7.69%
% of All Funds
6.04%
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

1
AssetMark Inc
AssetMark Inc
California
$46.2M
2
Fidelity Investments
Fidelity Investments
Massachusetts
$260M
3
SS
Simplicity Solutions
Minnesota
$17.1M
4
Citadel Advisors
Citadel Advisors
Florida
$17M
5
Bank of Montreal
Bank of Montreal
Ontario, Canada
$67.5M

Top Sellers

1
BFG
Barber Financial Group
Kansas
$0
2
LMIM
Lockheed Martin Investment Management
Maryland
$10.2M
3
Jane Street
Jane Street
New York
$7.8M
4
MA
MUFG Americas
New York
$16.7M
5
HNB
Huntington National Bank
Ohio
$2.34M
Name Holding Trade Value Shares
Change 		Shares
Change %
RFM
101
Royal Fund Management
Florida
$1.21M +$73.6K +912 +6%
WAS
102
Winch Advisory Services
Wisconsin
$1.21M +$328K +4,061 +37%
TNBTD
103
Trustmark National Bank Trust Department
Mississippi
$1.17M – – –
HCA
104
Harbour Capital Advisors
Virginia
$1.16M -$16.2K -200 -1%
ASN
105
Advisory Services Network
Georgia
$1.15M +$67.7K +839 +6%
SAM
106
Sequent Asset Management
Texas
$1.13M – – –
WLIM
107
White Lighthouse Investment Management
Massachusetts
$1.12M +$1.12M +13,922 New
PP
108
Palladium Partners
Virginia
$1.11M -$40.4K -500 -4%
Brown Advisory
109
Brown Advisory
Maryland
$1.01M +$8.16K +101 +0.8%
FFA
110
Fragasso Financial Advisors
Pennsylvania
$1.01M +$12.3K +152 +1%
Invesco
111
Invesco
Georgia
$999K +$999K +12,377 New
CB
112
Chemical Bank
Michigan
$973K +$150K +1,858 +18%
AI
113
Atria Investments
North Carolina
$972K +$228K +2,822 +31%
BMCM
114
Bryn Mawr Capital Management
Pennsylvania
$954K – – –
RC
115
Rinet Company
Massachusetts
$953K -$53.9K -668 -5%
MOS
116
MGO One Seven
Ohio
$952K +$952K +11,787 New
Koshinski Asset Management
117
Koshinski Asset Management
Illinois
$939K +$440K +5,451 +88%
CIA
118
Choate Investment Advisors
Massachusetts
$936K – – –
APP
119
Avantax Planning Partners
Iowa
$931K -$262K -3,247 -22%
AAM
120
Autus Asset Management
Arizona
$928K -$3.63K -45 -0.4%
CF
121
Copperwynd Financial
Arizona
$924K +$924K +11,442 New
SB
122
Suntrust Banks
Georgia
$901K +$45.9K +568 +5%
GMA
123
Goldstein Munger & Associates
California
$892K -$11.5K -142 -1%
Mariner
124
Mariner
Kansas
$887K +$887K +10,994 New
DHFB
125
Dixon Hubard Feinour & Brown
Virginia
$866K +$14.1K +175 +2%
3 4
5
6 7