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iShares MSCI EAFE Growth ETF

362 hedge funds and large institutions have $3.46B invested in iShares MSCI EAFE Growth ETF in 2019 Q4 according to their latest regulatory filings, with 78 funds opening new positions, 112 increasing their positions, 96 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed

311% more first-time investments, than exits

New positions opened: 78 | Existing positions closed: 19

18% more funds holding

Funds holding: 307362 (+55)

17% more repeat investments, than reductions

Existing positions increased: 112 | Existing positions reduced: 96

14% more capital invested

Capital invested by funds: $3.02B → $3.46B (+$437M)

13% more funds holding in top 10

Funds holding in top 10: 1618 (+2)

0.03% more ownership

Funds ownership: 75.53%75.56% (+0.03%)

Holders
362
Holders Change
+55
Holders Change %
+17.92%
% of All Funds
7.13%
Holding in Top 10
18
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+12.5%
% of All Funds
0.35%
New
78
Increased
112
Reduced
96
Closed
19
Calls
$458K
Puts
Net Calls
+$458K
Net Calls Change
+$458K
Name Holding Trade Value Shares
Change
Change in
Stake
DY
126
Dowling & Yahnke
California
$1.7M -$11.9K -143 -0.7%
GWM
127
Geneos Wealth Management
Colorado
$1.68M -$12K -144 -0.7%
JMPWA
128
JP Morgan Private Wealth Advisors
California
$1.65M +$250K +2,998 +19%
Comerica Bank
129
Comerica Bank
Texas
$1.6M -$28.8K -345 -2%
IAA
130
Independent Advisor Alliance
North Carolina
$1.6M +$1.55M +18,540 New
CDH
131
Charles D. Hyman
$1.54M -$27.1K -325 -1%
HC
132
Henshaw Capital
Massachusetts
$1.53M +$1.48M +17,687 New
Mercer Global Advisors
133
Mercer Global Advisors
Colorado
$1.52M +$18.8K +225 +1%
Creative Planning
134
Creative Planning
Kansas
$1.51M +$69.2K +829 +5%
V
135
Veritable
Delaware
$1.51M
FMTC
136
Farmers & Merchants Trust Company
California
$1.5M
SFSG
137
Stearns Financial Services Group
North Carolina
$1.5M +$6.51K +78 +0.5%
CCMG
138
Clark Capital Management Group
Pennsylvania
$1.46M -$8.72M -104,467 -86%
OFG
139
Omega Financial Group
California
$1.41M +$1.36M +16,329 New
AA
140
Advisory Alpha
Michigan
$1.41M +$107K +1,278 +9%
BC
141
Burleson & Co
California
$1.35M +$1.27M +15,249 New
IFWM
142
Institute for Wealth Management
Colorado
$1.32M -$142K -1,707 -10%
SF
143
Synovus Financial
Georgia
$1.31M -$155K -1,858 -11%
SDWMA
144
Schneider Downs Wealth Management Advisors
Pennsylvania
$1.31M
TC
145
Telemus Capital
Michigan
$1.29M -$2.34K -28 -0.2%
Thrivent Financial for Lutherans
146
Thrivent Financial for Lutherans
Minnesota
$1.29M
TNBTD
147
Trustmark National Bank Trust Department
Mississippi
$1.26M
PP
148
Palladium Partners
Virginia
$1.23M +$47.6K +570 +4%
SAM
149
Sequent Asset Management
Texas
$1.21M
CI
150
Cambiar Investors
Colorado
$1.21M +$231K +2,774 +25%

EFG Hedge Fund Activity: Q4 2019 in Review

362 of the 5,075 institutional investors tracked by Wall St. Rank reported a position in iShares MSCI EAFE Growth ETF (EFG) for Q4 2019, worth a combined $3.46B — up 14% from $3.02B a quarter earlier.

Buyers outnumbered sellers: 78 funds opened new EFG positions and 19 closed out — a net gain of 59 holders — while 112 added to existing stakes and 96 trimmed.

The largest buyer was Jones Financial Companies, adding an estimated $273M. The largest seller was M&T Bank, exiting entirely with an estimated $65.8M sold.

  • 362 institutional investors held iShares MSCI EAFE Growth ETF (EFG) as of Q4 2019, up from 307 in Q3 2019.
  • Funds reported $3.46B of iShares MSCI EAFE Growth ETF stock for Q4 2019, up 14% quarter-over-quarter.
  • 78 funds opened new iShares MSCI EAFE Growth ETF positions in Q4 2019 and 19 closed out, a net change of +59 holders.
  • The largest iShares MSCI EAFE Growth ETF buyer in Q4 2019 was Jones Financial Companies, an estimated $273M added.
  • The largest iShares MSCI EAFE Growth ETF seller in Q4 2019 was M&T Bank, an estimated $65.8M sold.

Based on aggregated 13F filings for Q4 2019.