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iShares MSCI EAFE Growth ETF
EFG

303 hedge funds and large institutions have $2.66B invested in iShares MSCI EAFE Growth ETF in 2018 Q4 according to their latest regulatory filings, with 56 funds opening new positions, 99 increasing their positions, 82 reducing their positions, and 48 closing their positions.

New
Increased
Maintained
Reduced
Closed

40% more funds holding in top 10

Funds holding in top 10: 10 → 14 (+4)

21% more repeat investments, than reductions

Existing positions increased: 99 | Existing positions reduced: 82

17% more first-time investments, than exits

New positions opened: 56 | Existing positions closed: 48

7% more capital invested

Capital invested by funds: $2.48B → $2.66B (+$177M)

5.04% more ownership

Funds ownership: 68.92% → 73.96% (+5%)

2% more funds holding

Funds holding: 297 → 303 (+6)

Holders
303
Holders Change
+6
Holders Change %
+2.02%
% of All Funds
6.75%
Holding in Top 10
14
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+40%
% of All Funds
0.31%
New
56
Increased
99
Reduced
82
Closed
48
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Bank of America
Bank of America
North Carolina
+$119M
2
Fidelity Investments
Fidelity Investments
Massachusetts
+$95.6M
3
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$64.1M
4
RJA
Raymond James & Associates
Florida
+$30M
5
PNC Financial Services Group
PNC Financial Services Group
Pennsylvania
+$21.9M

Top Sellers

Rank Fund Capital Flow
1
Citadel Advisors
Citadel Advisors
Florida
-$24.2M
2
SS
Simplicity Solutions
Minnesota
-$21.4M
3
AWM
AE Wealth Management
Kansas
-$17.1M
4
IA
IndexIQ Advisors
New York
-$10.1M
5
RIG
RiverFront Investment Group
Virginia
-$7.68M
Name Holding Trade Value Shares
Change 		Change in
Stake
HNB
101
Huntington National Bank
Ohio
$1.9M – – –
AF
102
Affiance Financial
Minnesota
$1.88M +$8.45K +116 +0.4%
VA
103
Valmark Advisers
Ohio
$1.78M +$11.8K +162 +0.6%
DY
104
Dowling & Yahnke
California
$1.74M -$43.7K -600 -2%
CAN
105
Cetera Advisor Networks
California
$1.74M +$409K +5,611 +29%
PAM
106
Palisade Asset Management
Minnesota
$1.71M – – –
SIA
107
Starfire Investment Advisers
Michigan
$1.61M +$137K +1,881 +9%
PG
108
Patten Group
Tennessee
$1.59M +$275K +3,778 +20%
CDH
109
Charles D. Hyman
$1.53M -$11.1K -152 -0.6%
SFSG
110
Stearns Financial Services Group
North Carolina
$1.49M +$1.57M +21,595 New
CCMG
111
Clark Capital Management Group
Pennsylvania
$1.46M +$1.54M +21,151 New
DADC
112
D.A. Davidson & Co
Montana
$1.37M -$124K -1,702 -8%
SF
113
Synovus Financial
Georgia
$1.31M -$27.2K -374 -2%
WA
114
Wambolt & Associates
Colorado
$1.27M +$1.35M +18,461 New
CB
115
Chemical Bank
Michigan
$1.26M +$234K +3,211 +21%
V
116
Veritable
Delaware
$1.24M -$222K -3,050 -15%
GWM
117
Geneos Wealth Management
Colorado
$1.22M -$18.8K -258 -1%
HFS
118
HL Financial Services
Kentucky
$1.2M -$131K -1,799 -9%
CA
119
Clearstead Advisors
Ohio
$1.2M +$1.27M +17,373 New
ASN
120
Advisory Services Network
Georgia
$1.2M -$210K -2,887 -14%
FMTC
121
Farmers & Merchants Trust Company
California
$1.18M +$1.24M +17,060 New
ARG
122
Advisory Resource Group
Oklahoma
$1.13M +$1.2M +16,404 New
LFAS
123
Level Four Advisory Services
Texas
$1.09M -$231K -3,164 -17%
TC
124
Telemus Capital
Michigan
$1.05M – – –
PP
125
Palladium Partners
Virginia
$1.03M +$89.3K +1,225 +9%
3 4
5
6 7

EFG Hedge Fund Activity: Q4 2018 in Review

303 of the 4,488 institutional investors tracked by Wall St. Rank reported a position in iShares MSCI EAFE Growth ETF (EFG) for Q4 2018, worth a combined $2.66B — up 7.1% from $2.48B a quarter earlier.

Buyers outnumbered sellers: 56 funds opened new EFG positions and 48 closed out — a net gain of 8 holders — while 99 added to existing stakes and 82 trimmed.

The largest buyer was Bank of America, adding an estimated $119M. The largest seller was Citadel Advisors, exiting entirely with an estimated $24.2M sold.

  • 303 institutional investors held iShares MSCI EAFE Growth ETF (EFG) as of Q4 2018, up from 297 in Q3 2018.
  • Funds reported $2.66B of iShares MSCI EAFE Growth ETF stock for Q4 2018, up 7.1% quarter-over-quarter.
  • 56 funds opened new iShares MSCI EAFE Growth ETF positions in Q4 2018 and 48 closed out, a net change of +8 holders.
  • The largest iShares MSCI EAFE Growth ETF buyer in Q4 2018 was Bank of America, an estimated $119M added.
  • The largest iShares MSCI EAFE Growth ETF seller in Q4 2018 was Citadel Advisors, an estimated $24.2M sold.

Based on aggregated 13F filings for Q4 2018.