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iShares MSCI EAFE Growth ETF

362 hedge funds and large institutions have $3.46B invested in iShares MSCI EAFE Growth ETF in 2019 Q4 according to their latest regulatory filings, with 78 funds opening new positions, 112 increasing their positions, 96 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed

311% more first-time investments, than exits

New positions opened: 78 | Existing positions closed: 19

18% more funds holding

Funds holding: 307362 (+55)

17% more repeat investments, than reductions

Existing positions increased: 112 | Existing positions reduced: 96

14% more capital invested

Capital invested by funds: $3.02B → $3.46B (+$437M)

13% more funds holding in top 10

Funds holding in top 10: 1618 (+2)

0.03% more ownership

Funds ownership: 75.53%75.56% (+0.03%)

Holders
362
Holders Change
+55
Holders Change %
+17.92%
% of All Funds
7.13%
Holding in Top 10
18
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+12.5%
% of All Funds
0.35%
New
78
Increased
112
Reduced
96
Closed
19
Calls
$458K
Puts
Net Calls
+$458K
Net Calls Change
+$458K
Name Holding Trade Value Shares
Change
Change in
Stake
W
101
Wealthquest
Ohio
$2.45M +$79.4K +952 +3%
Koshinski Asset Management
102
Koshinski Asset Management
Illinois
$2.45M +$2.37M +28,421 New
UCFA
103
United Capital Financial Advisors
Texas
$2.42M +$191K +2,285 +9%
HNB
104
Huntington National Bank
Ohio
$2.4M
CIC
105
Carnegie Investment Counsel
Ohio
$2.38M -$33.5K -402 -1%
RSWM
106
Robertson Stephens Wealth Management
California
$2.36M -$43.6K -522 -2%
TWM
107
Torch Wealth Management
Ohio
$2.32M -$79.3K -950 -3%
PG
108
Patten Group
Tennessee
$2.31M +$19.4K +233 +0.9%
MWP
109
MYCIO Wealth Partners
Pennsylvania
$2.25M +$306K +3,672 +16%
Natixis Advisors
110
Natixis Advisors
Massachusetts
$2.25M +$17.9K +215 +0.8%
AF
111
Affiance Financial
Minnesota
$2.23M -$12.1K -145 -0.6%
DADC
112
D.A. Davidson & Co
Montana
$2.18M +$83K +995 +4%
VA
113
Valmark Advisers
Ohio
$2.07M -$244K -2,928 -11%
Baird Financial Group
114
Baird Financial Group
Wisconsin
$2.06M +$89.5K +1,073 +5%
FIG
115
FundX Investment Group
California
$2M +$1.93M +23,106 New
SIA
116
Starfire Investment Advisers
Michigan
$1.99M +$18.3K +219 +1%
QWM
117
Quaker Wealth Management
New Jersey
$1.96M +$1.89M +22,701 New
HFA
118
HC Financial Advisors
California
$1.95M
Neuberger Berman Group
119
Neuberger Berman Group
New York
$1.91M +$1.85M +22,126 New
AF
120
Advisornet Financial
Minnesota
$1.9M +$219K +2,629 +14%
MML Investors Services
121
MML Investors Services
Massachusetts
$1.87M -$172K -2,064 -9%
TNB
122
TCF National Bank
South Dakota
$1.82M +$278K +3,335 +19%
LWP
123
Legacy Wealth Planning
Nevada
$1.78M +$1.72M +20,572 New
VWM
124
Vigilare Wealth Management
Arizona
$1.7M +$1.65M +19,809 New
WA
125
Wambolt & Associates
Colorado
$1.7M +$26K +312 +2%

EFG Hedge Fund Activity: Q4 2019 in Review

362 of the 5,075 institutional investors tracked by Wall St. Rank reported a position in iShares MSCI EAFE Growth ETF (EFG) for Q4 2019, worth a combined $3.46B — up 14% from $3.02B a quarter earlier.

Buyers outnumbered sellers: 78 funds opened new EFG positions and 19 closed out — a net gain of 59 holders — while 112 added to existing stakes and 96 trimmed.

The largest buyer was Jones Financial Companies, adding an estimated $273M. The largest seller was M&T Bank, exiting entirely with an estimated $65.8M sold.

  • 362 institutional investors held iShares MSCI EAFE Growth ETF (EFG) as of Q4 2019, up from 307 in Q3 2019.
  • Funds reported $3.46B of iShares MSCI EAFE Growth ETF stock for Q4 2019, up 14% quarter-over-quarter.
  • 78 funds opened new iShares MSCI EAFE Growth ETF positions in Q4 2019 and 19 closed out, a net change of +59 holders.
  • The largest iShares MSCI EAFE Growth ETF buyer in Q4 2019 was Jones Financial Companies, an estimated $273M added.
  • The largest iShares MSCI EAFE Growth ETF seller in Q4 2019 was M&T Bank, an estimated $65.8M sold.

Based on aggregated 13F filings for Q4 2019.