EFG icon

iShares MSCI EAFE Growth ETF
EFG

Overview Fund Activity

285 hedge funds and large institutions have $2.38B invested in iShares MSCI EAFE Growth ETF in 2018 Q1 according to their latest regulatory filings, with 40 funds opening new positions, 91 increasing their positions, 88 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
285
Holders Change
+19
Holders Change %
+7.14%
% of All Funds
6.54%
Holding in Top 10
12
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.28%
New
40
Increased
91
Reduced
88
Closed
19
Calls
$547K
Puts
–
Net Calls
+$547K
Net Calls Change
+$264K

Top Buyers

1
AssetMark Inc
AssetMark Inc
California
+$68.8M
2
Fidelity Investments
Fidelity Investments
Massachusetts
+$24.3M
3
RWP
RWA Wealth Partners
Massachusetts
+$7.2M
4
Jones Financial Companies
Jones Financial Companies
Missouri
+$6.98M
5
HPWM
Highland Private Wealth Management
Washington
+$5.8M

Top Sellers

1
RIG
RiverFront Investment Group
Virginia
-$93.8M
2
RJA
Raymond James & Associates
Florida
-$36.3M
3
Citadel Advisors
Citadel Advisors
Florida
-$17M
4
Jane Street
Jane Street
New York
-$7.8M
5
Janney Montgomery Scott
Janney Montgomery Scott
Pennsylvania
-$7.55M
Name Holding Trade Value Shares
Change 		Shares
Change %
Creative Planning
126
Creative Planning
Kansas
$859K +$32.8K +408 +4%
WAS
127
Winch Advisory Services
Wisconsin
$846K -$356K -4,430 -30%
CI
128
Conning Inc
Connecticut
$844K – – –
JPMPWA
129
J.P. Morgan Private Wealth Advisors
California
$820K -$35.6K -443 -4%
TCM
130
TD Capital Management
Tennessee
$812K – – –
BWP
131
BSW Wealth Partners
Colorado
$780K -$23.8K -296 -3%
PG
132
Patten Group
Tennessee
$780K +$34.6K +430 +5%
CIBC Private Wealth Group
133
CIBC Private Wealth Group
Georgia
$767K – – –
TAM
134
Tocqueville Asset Management
New York
$762K +$32.2K +400 +4%
GMA
135
Goldstein Munger & Associates
California
$747K -$141K -1,754 -16%
Citigroup
136
Citigroup
New York
$716K +$56.6K +711 +9%
AI
137
Atria Investments
North Carolina
$710K -$258K -3,210 -27%
BMCM
138
Bryn Mawr Capital Management
Pennsylvania
$704K -$287K -3,571 -29%
SGAM
139
Steinberg Global Asset Management
Florida
$699K -$74.7K -930 -10%
SSWM
140
Sheets Smith Wealth Management
North Carolina
$691K -$17.8K -221 -3%
DIA
141
Denver Investment Advisors
Colorado
$676K +$23.2K +288 +4%
IA
142
IndexIQ Advisors
New York
$645K +$645K +7,966 New
SFG
143
SNS Financial Group
Minnesota
$641K -$64.1K -798 -9%
CAPTRUST Financial Advisors
144
CAPTRUST Financial Advisors
North Carolina
$637K -$1.96M -24,744 -75%
MA
145
Mutual Advisors
Nebraska
$626K +$28.4K +353 +5%
WP
146
WealthSource Partners
California
$613K -$8.03K -100 -1%
WBG
147
Wharton Business Group
Pennsylvania
$585K -$402 -5 -0.1%
RJT
148
Raymond James Trust
Florida
$582K -$213K -2,653 -27%
MAA
149
Matrix Asset Advisors
New York
$582K +$17.3K +215 +3%
AF
150
Alerus Financial
North Dakota
$567K – – –
4 5
6
7 8