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iShares MSCI EAFE Growth ETF
EFG

Overview Fund Activity

307 hedge funds and large institutions have $3.02B invested in iShares MSCI EAFE Growth ETF in 2019 Q3 according to their latest regulatory filings, with 25 funds opening new positions, 88 increasing their positions, 100 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
307
Holders Change
+2
Holders Change %
+0.66%
% of All Funds
6.74%
Holding in Top 10
16
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-5.88%
% of All Funds
0.35%
New
25
Increased
88
Reduced
100
Closed
21
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
SCM
Sterling Capital Management
North Carolina
$88.1M
2
PSUF
People's United Financial
Connecticut
$89.4M
3
NB
NBT Bank
New York
$11.8M
4
TC
Trilogy Capital
California
$10.7M
5
US Bancorp
US Bancorp
Minnesota
$92.3M

Top Sellers

1
Bank of Montreal
Bank of Montreal
Ontario, Canada
$1.23M
2
LMIM
Lockheed Martin Investment Management
Maryland
$0
3
Citadel Advisors
Citadel Advisors
Florida
$0
4
Bank of America
Bank of America
North Carolina
$170M
5
Fidelity Investments
Fidelity Investments
Massachusetts
$385M
Name Holding Trade Value Shares
Change 		Shares
Change %
HNB
101
Huntington National Bank
Ohio
$1.99M -$2.12M – –
DADC
102
D.A. Davidson & Co
Montana
$1.95M +$47K +584 +2%
MML Investors Services
103
MML Investors Services
Massachusetts
$1.9M +$353K +4,383 +23%
SIA
104
Starfire Investment Advisers
Michigan
$1.83M -$31.8K -395 -2%
Baird Financial Group
105
Baird Financial Group
Wisconsin
$1.83M +$131K +1,633 +8%
HFA
106
HC Financial Advisors
California
$1.82M -$51.9K -645 -3%
GCA
107
Greenwood Capital Associates
South Carolina
$1.81M +$1.81M +22,475 New
MWP
108
MYCIO Wealth Partners
Pennsylvania
$1.8M – – –
ASN
109
Advisory Services Network
Georgia
$1.73M – – –
WP
110
WealthPLAN Partners
Nebraska
$1.72M -$734K -8,734 -30%
DY
111
Dowling & Yahnke
California
$1.59M -$29.9K -372 -2%
GWM
112
Geneos Wealth Management
Colorado
$1.57M -$61.5K -766 -4%
AF
113
Advisornet Financial
Minnesota
$1.56M +$395K +4,911 +34%
WA
114
Wambolt & Associates
Colorado
$1.56M -$34.8K -432 -2%
Comerica Bank
115
Comerica Bank
Texas
$1.55M -$778K -9,498 -33%
CDH
116
Charles D. Hyman
$1.47M -$271K -4,163 -16%
SCM
117
SCS Capital Management
Massachusetts
$1.46M -$107K -1,330 -7%
TNB
118
TCF National Bank
South Dakota
$1.43M +$1.43M +17,768 New
V
119
Veritable
Delaware
$1.4M – – –
FMTC
120
Farmers & Merchants Trust Company
California
$1.4M – – –
LFAS
121
Level Four Advisory Services
Texas
$1.4M +$20.1K +249 +1%
Mercer Global Advisors
122
Mercer Global Advisors
Colorado
$1.39M +$16.5K +205 +1%
SFSG
123
Stearns Financial Services Group
North Carolina
$1.39M +$80 +1 +0%
IFWM
124
Institute for Wealth Management
Colorado
$1.37M +$1.37M +16,997 New
SF
125
Synovus Financial
Georgia
$1.36M -$112K -1,392 -8%
3 4
5
6 7