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iShares MSCI EAFE Growth ETF
EFG

Overview Fund Activity

307 hedge funds and large institutions have $3.02B invested in iShares MSCI EAFE Growth ETF in 2019 Q3 according to their latest regulatory filings, with 25 funds opening new positions, 88 increasing their positions, 100 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
307
Holders Change
+2
Holders Change %
+0.66%
% of All Funds
6.74%
Holding in Top 10
16
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-5.88%
% of All Funds
0.35%
New
25
Increased
88
Reduced
100
Closed
21
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
SCM
Sterling Capital Management
North Carolina
$88.1M
2
PSUF
People's United Financial
Connecticut
$89.4M
3
NB
NBT Bank
New York
$11.8M
4
TC
Trilogy Capital
California
$10.7M
5
US Bancorp
US Bancorp
Minnesota
$92.3M

Top Sellers

1
Bank of Montreal
Bank of Montreal
Ontario, Canada
$1.23M
2
LMIM
Lockheed Martin Investment Management
Maryland
$0
3
Citadel Advisors
Citadel Advisors
Florida
$0
4
Bank of America
Bank of America
North Carolina
$170M
5
Fidelity Investments
Fidelity Investments
Massachusetts
$385M
Name Holding Trade Value Shares
Change 		Shares
Change %
Creative Planning
126
Creative Planning
Kansas
$1.34M -$6.93K -86 -0.5%
JPMPWA
127
J.P. Morgan Private Wealth Advisors
California
$1.3M +$270K +3,354 +26%
VAS
128
Vestmark Advisory Solutions
Massachusetts
$1.28M +$44.5K +553 +4%
CGL
129
Clarius Group LLC
Washington
$1.24M -$253K -3,138 -17%
Bank of Montreal
130
Bank of Montreal
Ontario, Canada
$1.23M -$40.2M -499,869 -97%
SDWMA
131
Schneider Downs Wealth Management Advisors
Pennsylvania
$1.22M – – –
TC
132
Telemus Capital
Michigan
$1.21M -$6.93K -86 -0.6%
AA
133
Advisory Alpha
Michigan
$1.18M +$301K +3,788 +34%
TNBTD
134
Trustmark National Bank Trust Department
Mississippi
$1.17M – – –
SAM
135
Sequent Asset Management
Texas
$1.13M – – –
EK
136
Evensky & Katz
Florida
$1.12M +$81 +1 +0%
TC
137
TAP Consulting
Missouri
$1.11M +$1.11M +13,776 New
ECM
138
ETrade Capital Management
Virginia
$1.1M -$22.1K -275 -2%
PP
139
Palladium Partners
Virginia
$1.1M -$114K -1,425 -9%
SPIA
140
Steward Partners Investment Advisory
New York
$1.09M +$65.5K +814 +6%
UAS
141
United Asset Strategies
New York
$1.05M +$2.82K +35 +0.3%
SSWM
142
Sheets Smith Wealth Management
North Carolina
$1.01M -$11.3K -140 -1%
WFM
143
Wolff Financial Management
Michigan
$968K -$44.6K -554 -4%
CL
144
CPWM LLC
Washington
$942K – – –
HCA
145
Harbour Capital Advisors
Virginia
$940K -$805 -10 -0.1%
CIA
146
Choate Investment Advisors
Massachusetts
$938K – – –
CI
147
CX Institutional
Indiana
$905K +$97.1K +1,206 +12%
LNC
148
Lincoln National Corp
Pennsylvania
$902K -$449K -5,576 -33%
CI
149
Cambiar Investors
Colorado
$899K – – –
BCM
150
BTC Capital Management
Iowa
$888K -$127K -1,579 -13%
4 5
6
7 8