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iShares MSCI EAFE Growth ETF
EFG

Overview Fund Activity

211 hedge funds and large institutions have $1.74B invested in iShares MSCI EAFE Growth ETF in 2017 Q1 according to their latest regulatory filings, with 20 funds opening new positions, 76 increasing their positions, 75 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
211
Holders Change
-1
Holders Change %
-0.47%
% of All Funds
5.26%
Holding in Top 10
9
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+28.57%
% of All Funds
0.22%
New
20
Increased
76
Reduced
75
Closed
19
Calls
–
Puts
$327K
Net Calls
-$327K
Net Calls Change
-$327K

Top Buyers

1
RIG
RiverFront Investment Group
Virginia
+$38.4M
2
GI
Glovista Investments
New Jersey
+$30M
3
Jones Financial Companies
Jones Financial Companies
Missouri
+$11.7M
4
RJA
Raymond James & Associates
Florida
+$8.34M
5
LMIM
Lockheed Martin Investment Management
Maryland
+$4.28M

Top Sellers

1
Fidelity Investments
Fidelity Investments
Massachusetts
-$56.3M
2
Bank of America
Bank of America
North Carolina
-$34.4M
3
Bank of Montreal
Bank of Montreal
Ontario, Canada
-$26.7M
4
BDF
Balasa Dinverno & Foltz
-$17.3M
5
SCM
SCS Capital Management
Massachusetts
-$8.06M
Name Holding Trade Value Shares
Change 		Shares
Change %
MAA
126
Matrix Asset Advisors
New York
$488K – – –
Millennium Management
127
Millennium Management
New York
$479K +$479K +6,889 New
CIM
128
CIM Investment Management
Pennsylvania
$478K – – –
SB
129
Suntrust Banks
Georgia
$473K -$47.2K -680 -9%
HFS
130
HL Financial Services
Kentucky
$463K -$329K -4,732 -42%
EAM
131
Evanson Asset Management
California
$448K -$44.7K -643 -9%
CA
132
Clearstead Advisors
Ohio
$440K -$227K -3,265 -34%
BHIA
133
Birch Hill Investment Advisors
Massachusetts
$440K – – –
BWM
134
Bernicke Wealth Management
Wisconsin
$439K -$25.2K -362 -5%
DIA
135
Denver Investment Advisors
Colorado
$424K -$165K -2,379 -28%
NPF
136
Norris Perne & French
Michigan
$416K -$143K -2,057 -26%
AI
137
Atria Investments
North Carolina
$415K +$100K +1,443 +32%
DMC
138
Drexel Morgan & Co
Pennsylvania
$407K +$48K +690 +13%
OC
139
Oppenheimer & Co
New York
$406K +$6.33K +91 +2%
Bessemer Group
140
Bessemer Group
New Jersey
$354K +$278K +4,000 +364%
LFG
141
LifePlan Financial Group
Ohio
$352K -$17.7K -255 -5%
AG
142
Advisor Group
Arizona
$352K +$69K +994 +24%
AW
143
ACG Wealth
Georgia
$347K +$347K +5,000 New
CIC
144
Cutler Investment Counsel
Oregon
$343K -$79.3K -1,142 -19%
RFA
145
Reilly Financial Advisors
California
$332K +$49.9K +719 +18%
JIC
146
Johnson Investment Counsel
Ohio
$329K -$10.4K -150 -3%
SFA
147
Sequoia Financial Advisors
Ohio
$325K +$83.5K +1,203 +35%
Koshinski Asset Management
148
Koshinski Asset Management
Illinois
$319K +$319K +4,596 New
Fifth Third Bancorp
149
Fifth Third Bancorp
Ohio
$317K -$32.3K -465 -9%
AIA
150
Allegis Investment Advisors
Idaho
$316K +$316K +4,543 New
4 5
6
7 8