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iShares MSCI EAFE Growth ETF
EFG

Overview Fund Activity

147 hedge funds and large institutions have $1.19B invested in iShares MSCI EAFE Growth ETF in 2014 Q1 according to their latest regulatory filings, with 13 funds opening new positions, 56 increasing their positions, 51 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
147
Holders Change
+3
Holders Change %
+2.08%
% of All Funds
4.25%
Holding in Top 10
11
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-8.33%
% of All Funds
0.32%
New
13
Increased
56
Reduced
51
Closed
10
Calls
–
Puts
$241K
Net Calls
-$241K
Net Calls Change
-$241K

Top Buyers

1
FTUS
Flow Traders U.S.
New York
+$28.8M
2
Jane Street
Jane Street
New York
+$22.1M
3
Jones Financial Companies
Jones Financial Companies
Missouri
+$9.43M
4
NPF
Norris Perne & French
Michigan
+$4.07M
5
SG Americas Securities
SG Americas Securities
New York
+$3.57M

Top Sellers

1
TAG
Tactical Allocation Group
Michigan
-$11.7M
2
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$9.15M
3
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$7.34M
4
RCM
RNC Capital Management
California
-$6.24M
5
Bank of America
Bank of America
North Carolina
-$4.92M
Name Holding Trade Value Shares
Change 		Shares
Change %
BRWM
126
B. Riley Wealth Management
Tennessee
$162K +$162K +2,290 New
FHA
127
First Horizon Advisors
Tennessee
$106K – – –
CAL
128
Capital Analysts LLC
Pennsylvania
$91.3K +$28.1K +396 +44%
Bessemer Group
129
Bessemer Group
New Jersey
$78K – – –
CFN
130
Cordasco Financial Network
Florida
$67K -$6.74K -95 -9%
WA
131
WFG Advisors
Texas
$59K -$265K -3,749 -82%
WEC
132
Winslow Evans & Crocker
Massachusetts
$56.8K – – –
ST
133
Smithfield Trust
Pennsylvania
$48K – – –
MWP
134
MYCIO Wealth Partners
Pennsylvania
$42K – – –
MPWT
135
MassMutual Private Wealth & Trust
Connecticut
$41.8K -$1.85K -26 -4%
ACS
136
Archford Capital Strategies
Illinois
$39.3K +$39.3K +554 New
KT
137
Kanaly Trust
Texas
$37K – – –
BAM
138
Barrett Asset Management
New York
$35K – – –
WA
139
Waverly Advisors
Alabama
$30K – – –
FFC
140
First Financial Corp
Indiana
$27K – – –
TRCT
141
Tower Research Capital (TRC)
New York
$20K +$20K +280 New
PAS
142
Partnervest Advisory Services
California
$12K – – –
HCM
143
Horrell Capital Management
Arkansas
$12K – – –
NES
144
New England Securities
New York
$7K – – –
BBPWM
145
Blue Bell Private Wealth Management
Pennsylvania
$7K – – –
NC
146
NewSquare Capital
Pennsylvania
$4K +$4K +52 New
SCP
147
Syntal Capital Partners
Texas
$168 +$168 +2,368 New
MWM
148
Merriman Wealth Management
Washington
– -$865K -12,100 Closed
HCA
149
Harbour Capital Advisors
Virginia
– -$553K -7,740 Closed
Invesco
150
Invesco
Georgia
– -$362K -5,061 Closed
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