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iShares MSCI EAFE Growth ETF
EFG

Overview Fund Activity

303 hedge funds and large institutions have $2.66B invested in iShares MSCI EAFE Growth ETF in 2018 Q4 according to their latest regulatory filings, with 56 funds opening new positions, 99 increasing their positions, 82 reducing their positions, and 48 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
303
Holders Change
+6
Holders Change %
+2.02%
% of All Funds
6.76%
Holding in Top 10
14
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+40%
% of All Funds
0.31%
New
56
Increased
99
Reduced
82
Closed
48
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Bank of America
Bank of America
North Carolina
+$113M
2
Fidelity Investments
Fidelity Investments
Massachusetts
+$90.6M
3
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$60.8M
4
RJA
Raymond James & Associates
Florida
+$28.5M
5
PNC Financial Services Group
PNC Financial Services Group
Pennsylvania
+$20.8M

Top Sellers

1
Citadel Advisors
Citadel Advisors
Florida
-$24.2M
2
SS
Simplicity Solutions
Minnesota
-$20.3M
3
AWM
AE Wealth Management
Kansas
-$16.2M
4
IA
IndexIQ Advisors
New York
-$9.54M
5
RIG
RiverFront Investment Group
Virginia
-$7.28M
Name Holding Trade Value Shares
Change 		Shares
Change %
TNBTD
126
Trustmark National Bank Trust Department
Mississippi
$1.01M – – –
CI
127
Cambiar Investors
Colorado
$981K +$614K +8,890 +167%
SAM
128
Sequent Asset Management
Texas
$967K – – –
Brown Advisory
129
Brown Advisory
Maryland
$966K – – –
SMFS
130
Squar Milner Financial Services
California
$945K -$268K -3,879 -22%
ECM
131
ETrade Capital Management
Virginia
$930K +$4.42K +64 +0.5%
HCA
132
Harbour Capital Advisors
Virginia
$862K +$862K +12,485 New
PSUF
133
People's United Financial
Connecticut
$858K +$205K +2,964 +31%
SSWM
134
Sheets Smith Wealth Management
North Carolina
$857K +$634K +9,176 +284%
UAS
135
United Asset Strategies
New York
$843K +$93.4K +1,352 +12%
WFM
136
Wolff Financial Management
Michigan
$838K +$838K +12,126 New
SDWMA
137
Schneider Downs Wealth Management Advisors
Pennsylvania
$824K +$824K +11,929 New
Creative Planning
138
Creative Planning
Kansas
$812K +$34.9K +506 +4%
CL
139
CPWM LLC
Washington
$808K – – –
CIA
140
Choate Investment Advisors
Massachusetts
$805K +$805K +11,650 New
SPIA
141
Steward Partners Investment Advisory
New York
$792K +$317K +4,594 +67%
JPMPWA
142
J.P. Morgan Private Wealth Advisors
California
$780K +$3.18K +46 +0.4%
BCM
143
BTC Capital Management
Iowa
$764K -$353K -5,113 -32%
HL
144
Harding Loevner
New Jersey
$750K +$665K +9,638 +786%
EFL
145
ERn Financial LLC
Wisconsin
$740K +$740K +10,718 New
NFG
146
NewFocus Financial Group
Washington
$733K +$733K +10,608 New
CI
147
Conning Inc
Connecticut
$726K – – –
DSA
148
Droms Strauss Advisors
Missouri
$715K +$715K +10,355 New
BWP
149
BSW Wealth Partners
Colorado
$708K +$12.8K +185 +2%
AAM
150
Autus Asset Management
Arizona
$684K -$14.3K -207 -2%
4 5
6
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