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iShares MSCI EAFE Growth ETF

305 hedge funds and large institutions have $3.02B invested in iShares MSCI EAFE Growth ETF in 2019 Q2 according to their latest regulatory filings, with 30 funds opening new positions, 109 increasing their positions, 84 reducing their positions, and 30 closing their positions.

New
Increased
Maintained
Reduced
Closed

30% more repeat investments, than reductions

Existing positions increased: 109 | Existing positions reduced: 84

21% more funds holding in top 10

Funds holding in top 10: 1417 (+3)

8% more capital invested

Capital invested by funds: $2.79B → $3.02B (+$232M)

2.06% more ownership

Funds ownership: 74.22%76.28% (+2.1%)

0% more first-time investments, than exits

New positions opened: 30 | Existing positions closed: 30

2% less funds holding

Funds holding: 311305 (-6)

Holders
305
Holders Change
-6
Holders Change %
-1.93%
% of All Funds
6.62%
Holding in Top 10
17
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+21.43%
% of All Funds
0.37%
New
30
Increased
109
Reduced
84
Closed
30
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
VAS
126
Vestmark Advisory Solutions
Massachusetts
$1.24M -$49.4K -626 -4%
SDWMA
127
Schneider Downs Wealth Management Advisors
Pennsylvania
$1.22M -$99.8K -1,265 -8%
PP
128
Palladium Partners
Virginia
$1.22M +$15.8K +200 +1%
TNBTD
129
Trustmark National Bank Trust Department
Mississippi
$1.18M
AF
130
Advisornet Financial
Minnesota
$1.16M +$870K +11,026 +326%
TC
131
Telemus Capital
Michigan
$1.16M +$15.2K +193 +1%
SAM
132
Sequent Asset Management
Texas
$1.13M
EK
133
Evensky & Katz
Florida
$1.13M +$11.5K +146 +1%
ECM
134
ETrade Capital Management
Virginia
$1.12M +$6.79K +86 +0.6%
UAS
135
United Asset Strategies
New York
$1.05M +$12.2K +155 +1%
SPIA
136
Steward Partners Investment Advisory
New York
$1.03M +$22.3K +283 +2%
SMFS
137
Squar Milner Financial Services
California
$1.03M -$65K -824 -6%
JMPWA
138
JP Morgan Private Wealth Advisors
California
$1.03M +$1.74K +22 +0.2%
SSWM
139
Sheets Smith Wealth Management
North Carolina
$1.02M +$3.95K +50 +0.4%
BCM
140
BTC Capital Management
Iowa
$1.02M +$125K +1,579 +14%
WFM
141
Wolff Financial Management
Michigan
$1.02M +$7.34K +93 +0.7%
CAN
142
Cetera Advisor Networks
California
$998K -$921K -11,671 -49%
CL
143
CPWM LLC
Washington
$945K
HCA
144
Harbour Capital Advisors
Virginia
$943K -$17.8K -225 -2%
CIA
145
Choate Investment Advisors
Massachusetts
$941K
CI
146
Cambiar Investors
Colorado
$902K -$40.3K -510 -4%
AA
147
Advisory Alpha
Michigan
$893K +$226K +2,858 +35%
CI
148
Conning Inc
Connecticut
$849K
CI
149
CX Institutional
Indiana
$810K +$96.5K +1,223 +14%
CAG
150
Csenge Advisory Group
Florida
$806K +$788K +9,982 New

EFG Hedge Fund Activity: Q2 2019 in Review

305 of the 4,604 institutional investors tracked by Wall St. Rank reported a position in iShares MSCI EAFE Growth ETF (EFG) for Q2 2019, worth a combined $3.02B — up 8.3% from $2.79B a quarter earlier.

Fund positioning in EFG was balanced in Q2 2019: 30 funds opened new positions, 30 closed out, 109 added to existing stakes and 84 trimmed.

The largest buyer was People's United Financial, adding an estimated $66.4M. The largest seller was Fidelity Investments, cutting an estimated $16M.

  • 305 institutional investors held iShares MSCI EAFE Growth ETF (EFG) as of Q2 2019, down from 311 in Q1 2019.
  • Funds reported $3.02B of iShares MSCI EAFE Growth ETF stock for Q2 2019, up 8.3% quarter-over-quarter.
  • 30 funds opened new iShares MSCI EAFE Growth ETF positions in Q2 2019 and 30 closed out, a net change of 0 holders.
  • The largest iShares MSCI EAFE Growth ETF buyer in Q2 2019 was People's United Financial, an estimated $66.4M added.
  • The largest iShares MSCI EAFE Growth ETF seller in Q2 2019 was Fidelity Investments, an estimated $16M sold.

Based on aggregated 13F filings for Q2 2019.