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iShares MSCI EAFE Growth ETF

305 hedge funds and large institutions have $3.02B invested in iShares MSCI EAFE Growth ETF in 2019 Q2 according to their latest regulatory filings, with 30 funds opening new positions, 109 increasing their positions, 84 reducing their positions, and 30 closing their positions.

New
Increased
Maintained
Reduced
Closed

30% more repeat investments, than reductions

Existing positions increased: 109 | Existing positions reduced: 84

21% more funds holding in top 10

Funds holding in top 10: 1417 (+3)

8% more capital invested

Capital invested by funds: $2.79B → $3.02B (+$232M)

2.06% more ownership

Funds ownership: 74.22%76.28% (+2.1%)

0% more first-time investments, than exits

New positions opened: 30 | Existing positions closed: 30

2% less funds holding

Funds holding: 311305 (-6)

Holders
305
Holders Change
-6
Holders Change %
-1.93%
% of All Funds
6.62%
Holding in Top 10
17
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+21.43%
% of All Funds
0.37%
New
30
Increased
109
Reduced
84
Closed
30
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Cambridge Investment Research Advisors
101
Cambridge Investment Research Advisors
Iowa
$2M +$801K +10,146 +69%
PAM
102
Palisade Asset Management
Minnesota
$2M
DADC
103
D.A. Davidson & Co
Montana
$1.91M +$61.7K +782 +3%
HFA
104
HC Financial Advisors
California
$1.88M
SIA
105
Starfire Investment Advisers
Michigan
$1.87M +$3.16K +40 +0.2%
MWP
106
MYCIO Wealth Partners
Pennsylvania
$1.81M
AF
107
Affiance Financial
Minnesota
$1.79M -$132K -1,672 -7%
CDH
108
Charles D. Hyman
$1.75M +$68.7K +870 +3%
ASN
109
Advisory Services Network
Georgia
$1.73M +$34.9K +442 +2%
Baird Financial Group
110
Baird Financial Group
Wisconsin
$1.7M +$1.66M +21,057 New
GWM
111
Geneos Wealth Management
Colorado
$1.64M +$137K +1,741 +9%
DY
112
Dowling & Yahnke
California
$1.63M -$147K -1,859 -8%
WA
113
Wambolt & Associates
Colorado
$1.59M +$60.4K +765 +4%
SCM
114
SCS Capital Management
Massachusetts
$1.57M -$242K -3,069 -14%
MML Investors Services
115
MML Investors Services
Massachusetts
$1.56M +$221K +2,797 +17%
CGL
116
Clarius Group LLC
Washington
$1.49M -$732K -9,280 -33%
SF
117
Synovus Financial
Georgia
$1.48M -$5.92K -75 -0.4%
CB
118
Chemical Bank
Michigan
$1.48M -$249K -3,153 -15%
V
119
Veritable
Delaware
$1.41M
FMTC
120
Farmers & Merchants Trust Company
California
$1.41M
SFSG
121
Stearns Financial Services Group
North Carolina
$1.39M -$266K -3,370 -16%
LFAS
122
Level Four Advisory Services
Texas
$1.38M -$2.29K -29 -0.2%
Mercer Global Advisors
123
Mercer Global Advisors
Colorado
$1.38M -$26.4K -335 -2%
LNC
124
Lincoln National Corp
Pennsylvania
$1.35M -$7.42K -94 -0.6%
Creative Planning
125
Creative Planning
Kansas
$1.35M +$67.9K +860 +5%

EFG Hedge Fund Activity: Q2 2019 in Review

305 of the 4,604 institutional investors tracked by Wall St. Rank reported a position in iShares MSCI EAFE Growth ETF (EFG) for Q2 2019, worth a combined $3.02B — up 8.3% from $2.79B a quarter earlier.

Fund positioning in EFG was balanced in Q2 2019: 30 funds opened new positions, 30 closed out, 109 added to existing stakes and 84 trimmed.

The largest buyer was People's United Financial, adding an estimated $66.4M. The largest seller was Fidelity Investments, cutting an estimated $16M.

  • 305 institutional investors held iShares MSCI EAFE Growth ETF (EFG) as of Q2 2019, down from 311 in Q1 2019.
  • Funds reported $3.02B of iShares MSCI EAFE Growth ETF stock for Q2 2019, up 8.3% quarter-over-quarter.
  • 30 funds opened new iShares MSCI EAFE Growth ETF positions in Q2 2019 and 30 closed out, a net change of 0 holders.
  • The largest iShares MSCI EAFE Growth ETF buyer in Q2 2019 was People's United Financial, an estimated $66.4M added.
  • The largest iShares MSCI EAFE Growth ETF seller in Q2 2019 was Fidelity Investments, an estimated $16M sold.

Based on aggregated 13F filings for Q2 2019.