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iShares MSCI EAFE Growth ETF
EFG

Overview Fund Activity

230 hedge funds and large institutions have $1.97B invested in iShares MSCI EAFE Growth ETF in 2017 Q2 according to their latest regulatory filings, with 27 funds opening new positions, 94 increasing their positions, 53 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
230
Holders Change
+19
Holders Change %
+9%
% of All Funds
5.74%
Holding in Top 10
8
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-11.11%
% of All Funds
0.2%
New
27
Increased
94
Reduced
53
Closed
6
Calls
–
Puts
$888K
Net Calls
-$888K
Net Calls Change
-$561K

Top Buyers

1
Jane Street
Jane Street
New York
+$46M
2
Fidelity Investments
Fidelity Investments
Massachusetts
+$32.9M
3
Bank of America
Bank of America
North Carolina
+$25.5M
4
Wells Fargo
Wells Fargo
California
+$14.7M
5
RJA
Raymond James & Associates
Florida
+$8.21M

Top Sellers

1
GI
Glovista Investments
New Jersey
-$30M
2
Macquarie Group
Macquarie Group
Australia
-$20M
3
LFAS
Level Four Advisory Services
Texas
-$18M
4
HNB
Huntington National Bank
Ohio
-$2.3M
5
AII
AGF Investments Inc
Ontario, Canada
-$2.12M
Name Holding Trade Value Shares
Change 		Shares
Change %
TAM
126
Tocqueville Asset Management
New York
$553K – – –
Manulife (Manufacturers Life Insurance)
127
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$550K +$550K +7,436 New
WBG
128
Wharton Business Group
Pennsylvania
$539K -$85.1K -1,150 -14%
WI
129
WrapManager Inc
California
$536K -$16.5K -223 -3%
FA
130
FDx Advisors
Illinois
$535K -$709K -9,593 -57%
MAA
131
Matrix Asset Advisors
New York
$520K – – –
CIM
132
CIM Investment Management
Pennsylvania
$509K – – –
WP
133
WealthPLAN Partners
Nebraska
$500K -$598K -8,089 -54%
RFM
134
Royal Fund Management
Florida
$493K +$493K +6,673 New
CA
135
Clearstead Advisors
Ohio
$468K – – –
OC
136
Oppenheimer & Co
New York
$467K +$35K +473 +8%
BHIA
137
Birch Hill Investment Advisors
Massachusetts
$465K -$2.96K -40 -0.6%
DIA
138
Denver Investment Advisors
Colorado
$455K +$3.99K +54 +0.9%
CA
139
Cetera Advisors
Colorado
$449K +$118K +1,599 +36%
EAM
140
Evanson Asset Management
California
$448K -$28.8K -390 -6%
MML Investors Services
141
MML Investors Services
Massachusetts
$438K +$438K +5,928 New
DMC
142
Drexel Morgan & Co
Pennsylvania
$433K – – –
BWM
143
Bernicke Wealth Management
Wisconsin
$429K -$38K -514 -8%
Koshinski Asset Management
144
Koshinski Asset Management
Illinois
$406K +$66.1K +894 +19%
BWA
145
BDO Wealth Advisors
Florida
$404K +$404K +5,462 New
JPMorgan Chase & Co
146
JPMorgan Chase & Co
New York
$400K -$948K -12,818 -70%
NPF
147
Norris Perne & French
Michigan
$395K -$48.1K -650 -11%
LFG
148
LifePlan Financial Group
Ohio
$376K +$1.18K +16 +0.3%
AW
149
ACG Wealth
Georgia
$370K – – –
RFA
150
Reilly Financial Advisors
California
$366K +$12.6K +171 +4%
4 5
6
7 8