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iShares MSCI EAFE Growth ETF
EFG

311 hedge funds and large institutions have $2.79B invested in iShares MSCI EAFE Growth ETF in 2019 Q1 according to their latest regulatory filings, with 38 funds opening new positions, 82 increasing their positions, 114 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed

46% more first-time investments, than exits

New positions opened: 38 | Existing positions closed: 26

5% more capital invested

Capital invested by funds: $2.66B → $2.79B (+$135M)

3% more funds holding

Funds holding: 303 → 311 (+8)

0.27% more ownership

Funds ownership: 73.96% → 74.22% (+0.27%)

0% more funds holding in top 10

Funds holding in top 10: 14 → 14 (0)

28% less repeat investments, than reductions

Existing positions increased: 82 | Existing positions reduced: 114

Holders
311
Holders Change
+8
Holders Change %
+2.64%
% of All Funds
6.73%
Holding in Top 10
14
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.3%
New
38
Increased
82
Reduced
114
Closed
26
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC)
Nebraska
+$82.5M
2
SCM
Sterling Capital Management
North Carolina
+$56.9M
3
BlackRock
BlackRock
New York
+$34.1M
4
SS
Simplicity Solutions
Minnesota
+$15.5M
5
AWM
AE Wealth Management
Kansas
+$15.4M

Top Sellers

Rank Fund Capital Flow
1
Bank of America
Bank of America
North Carolina
-$126M
2
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$54.1M
3
Bank of Montreal
Bank of Montreal
Ontario, Canada
-$29.2M
4
CP
Covenant Partners
Tennessee
-$22.1M
5
LI
LVZ Inc
Michigan
-$20.6M
Name Holding Trade Value Shares
Change 		Change in
Stake
SCM
101
SCS Capital Management
Massachusetts
$1.74M -$14.1M -189,683 -89%
MWP
102
MYCIO Wealth Partners
Pennsylvania
$1.73M -$1.35M -18,146 -45%
DY
103
Dowling & Yahnke
California
$1.7M -$136K -1,831 -8%
CDH
104
Charles D. Hyman
$1.67M -$13K -175 -0.7%
CB
105
Chemical Bank
Michigan
$1.66M +$243K +3,272 +18%
CCMG
106
Clark Capital Management Group
Pennsylvania
$1.64M +$1.11K +15 +0.1%
ASN
107
Advisory Services Network
Georgia
$1.62M +$267K +3,598 +21%
SFSG
108
Stearns Financial Services Group
North Carolina
$1.6M -$71.8K -968 -4%
WA
109
Wambolt & Associates
Colorado
$1.49M +$38.7K +521 +3%
HFS
110
HL Financial Services
Kentucky
$1.48M +$128K +1,720 +10%
GWM
111
Geneos Wealth Management
Colorado
$1.44M +$64.5K +870 +5%
SF
112
Synovus Financial
Georgia
$1.43M -$35.5K -479 -3%
ARG
113
Advisory Resource Group
Oklahoma
$1.39M +$101K +1,356 +8%
Mercer Global Advisors
114
Mercer Global Advisors
Colorado
$1.35M +$1.29M +17,439 New
V
115
Veritable
Delaware
$1.35M -$37.1K -500 -3%
FMTC
116
Farmers & Merchants Trust Company
California
$1.35M +$25.2K +340 +2%
LFAS
117
Level Four Advisory Services
Texas
$1.33M +$105K +1,414 +9%
TC
118
TAP Consulting
Missouri
$1.32M +$1.26M +17,022 New
LNC
119
Lincoln National Corp
Pennsylvania
$1.31M -$1.34M -18,103 -52%
MML Investors Services
120
MML Investors Services
Massachusetts
$1.28M -$1.66M -22,373 -58%
SDWMA
121
Schneider Downs Wealth Management Advisors
Pennsylvania
$1.27M +$330K +4,453 +37%
VAS
122
Vestmark Advisory Solutions
Massachusetts
$1.24M +$1.19M +16,012 New
Creative Planning
123
Creative Planning
Kansas
$1.23M +$306K +4,127 +35%
PP
124
Palladium Partners
Virginia
$1.15M – – –
TC
125
Telemus Capital
Michigan
$1.15M -$27.8K -375 -2%
3 4
5
6 7

EFG Hedge Fund Activity: Q1 2019 in Review

311 of the 4,620 institutional investors tracked by Wall St. Rank reported a position in iShares MSCI EAFE Growth ETF (EFG) for Q1 2019, worth a combined $2.79B — up 5.1% from $2.66B a quarter earlier.

Buyers outnumbered sellers: 38 funds opened new EFG positions and 26 closed out — a net gain of 12 holders — while 82 added to existing stakes and 114 trimmed.

The largest buyer was Carson Wealth (CWM LLC), adding an estimated $82.5M. The largest seller was Bank of America, cutting an estimated $126M.

  • 311 institutional investors held iShares MSCI EAFE Growth ETF (EFG) as of Q1 2019, up from 303 in Q4 2018.
  • Funds reported $2.79B of iShares MSCI EAFE Growth ETF stock for Q1 2019, up 5.1% quarter-over-quarter.
  • 38 funds opened new iShares MSCI EAFE Growth ETF positions in Q1 2019 and 26 closed out, a net change of +12 holders.
  • The largest iShares MSCI EAFE Growth ETF buyer in Q1 2019 was Carson Wealth (CWM LLC), an estimated $82.5M added.
  • The largest iShares MSCI EAFE Growth ETF seller in Q1 2019 was Bank of America, an estimated $126M sold.

Based on aggregated 13F filings for Q1 2019.