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iShares MSCI EAFE Growth ETF
EFG

Overview Fund Activity

211 hedge funds and large institutions have $1.74B invested in iShares MSCI EAFE Growth ETF in 2017 Q1 according to their latest regulatory filings, with 20 funds opening new positions, 76 increasing their positions, 75 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
211
Holders Change
-1
Holders Change %
-0.47%
% of All Funds
5.26%
Holding in Top 10
9
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+28.57%
% of All Funds
0.22%
New
20
Increased
76
Reduced
75
Closed
19
Calls
–
Puts
$327K
Net Calls
-$327K
Net Calls Change
-$327K

Top Buyers

1
RIG
RiverFront Investment Group
Virginia
+$38.4M
2
GI
Glovista Investments
New Jersey
+$30M
3
Jones Financial Companies
Jones Financial Companies
Missouri
+$11.7M
4
RJA
Raymond James & Associates
Florida
+$8.34M
5
LMIM
Lockheed Martin Investment Management
Maryland
+$4.28M

Top Sellers

1
Fidelity Investments
Fidelity Investments
Massachusetts
-$56.3M
2
Bank of America
Bank of America
North Carolina
-$34.4M
3
Bank of Montreal
Bank of Montreal
Ontario, Canada
-$26.7M
4
BDF
Balasa Dinverno & Foltz
-$17.3M
5
SCM
SCS Capital Management
Massachusetts
-$8.06M
Name Holding Trade Value Shares
Change 		Shares
Change %
CA
151
Cetera Advisors
Colorado
$314K +$314K +4,473 New
FTIOP
152
Fiduciary Trust International of Pennsylvania
Pennsylvania
$313K +$55.6K +800 +22%
PAG
153
Private Advisor Group
New Jersey
$305K +$89.3K +1,289 +41%
TI
154
Truepoint Inc
Ohio
$299K – – –
RFC
155
Regions Financial Corp
Alabama
$297K +$8.43K +121 +3%
GLA
156
Great Lakes Advisors
Illinois
$291K +$291K +4,183 New
ABC
157
Associated Banc-Corp
Wisconsin
$287K +$8.41K +121 +3%
OC
158
Oakworth Capital
Alabama
$279K – – –
BWA
159
Burt Wealth Advisors
Maryland
$278K – – –
SAM
160
Summit Asset Management
Tennessee
$259K – – –
HIM
161
Hanlon Investment Management
New Jersey
$255K -$12.8K -184 -5%
CFG
162
Citizens Financial Group
Rhode Island
$245K -$46.2K -665 -16%
CI
163
Cambiar Investors
Colorado
$238K – – –
SCM
164
SCS Capital Management
Massachusetts
$232K -$8.06M -115,737 -97%
FIM
165
Freedom Investment Management
Connecticut
$231K +$231K +3,326 New
AL
166
Aspiriant LLC
California
$229K -$82.2K -1,185 -26%
PP
167
Patten & Patten
Tennessee
$225K -$20.1K -290 -8%
CA
168
Cortland Associates
Missouri
$219K – – –
WS
169
Wedbush Securities
California
$214K +$214K +3,075 New
CSIC
170
Clifford Swan Investment Counsel
California
$205K +$205K +2,951 New
PFO
171
Pathstone Family Office
New Jersey
$188K +$188K +2,700 New
BWP
172
Baldwin Wealth Partners
Massachusetts
$153K -$27.8K -400 -15%
IDBONY
173
Israel Discount Bank of New York
New York
$118K – – –
IA
174
IFP Advisors
Florida
$106K +$7.36K +106 +7%
BTIS
175
BB&T Investment Services
North Carolina
$105K +$42.1K +611 +67%
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7
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