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iShares MSCI EAFE Growth ETF
EFG

Overview Fund Activity

285 hedge funds and large institutions have $2.38B invested in iShares MSCI EAFE Growth ETF in 2018 Q1 according to their latest regulatory filings, with 40 funds opening new positions, 91 increasing their positions, 88 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
285
Holders Change
+19
Holders Change %
+7.14%
% of All Funds
6.54%
Holding in Top 10
12
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.28%
New
40
Increased
91
Reduced
88
Closed
19
Calls
$547K
Puts
–
Net Calls
+$547K
Net Calls Change
+$264K

Top Buyers

1
AssetMark Inc
AssetMark Inc
California
+$68.8M
2
Fidelity Investments
Fidelity Investments
Massachusetts
+$24.3M
3
RWP
RWA Wealth Partners
Massachusetts
+$7.2M
4
Jones Financial Companies
Jones Financial Companies
Missouri
+$6.98M
5
HPWM
Highland Private Wealth Management
Washington
+$5.8M

Top Sellers

1
RIG
RiverFront Investment Group
Virginia
-$93.8M
2
RJA
Raymond James & Associates
Florida
-$36.3M
3
Citadel Advisors
Citadel Advisors
Florida
-$17M
4
Jane Street
Jane Street
New York
-$7.8M
5
Janney Montgomery Scott
Janney Montgomery Scott
Pennsylvania
-$7.55M
Name Holding Trade Value Shares
Change 		Shares
Change %
CIM
151
CIM Investment Management
Pennsylvania
$553K – – –
WI
152
WrapManager Inc
California
$546K -$8.28K -103 -1%
FEG
153
Financial Enhancement Group
Indiana
$541K -$278K -3,458 -34%
OC
154
Oppenheimer & Co
New York
$515K +$38.9K +484 +8%
BHIA
155
Birch Hill Investment Advisors
Massachusetts
$498K -$25.3K -315 -5%
ABC
156
Associated Banc-Corp
Wisconsin
$482K – – –
SMFS
157
Squar Milner Financial Services
California
$478K +$478K +5,945 New
BWA
158
BDO Wealth Advisors
Florida
$469K +$469K +5,836 New
WS
159
Wedbush Securities
California
$464K -$9.65K -120 -2%
DMC
160
Drexel Morgan & Co
Pennsylvania
$457K -$13.7K -170 -3%
LFG
161
LifePlan Financial Group
Ohio
$452K +$43.3K +539 +11%
CFG
162
Citizens Financial Group
Rhode Island
$447K -$5.96K -74 -1%
PSUF
163
People's United Financial
Connecticut
$431K -$96.9K -1,207 -18%
CI
164
Cambiar Investors
Colorado
$427K – – –
Koshinski Asset Management
165
Koshinski Asset Management
Illinois
$421K -$512K -6,381 -55%
HTC
166
Haverford Trust Company
Pennsylvania
$420K +$420K +5,231 New
MC
167
Middleton & Co
Massachusetts
$418K – – –
SPIA
168
Steward Partners Investment Advisory
New York
$407K -$348K -4,331 -46%
AW
169
ACG Wealth
Georgia
$406K +$3.78K +47 +0.9%
BRF
170
B. Riley Financial
California
$404K +$13.3K +165 +3%
Lido Advisors
171
Lido Advisors
California
$404K +$404K +5,036 New
EAM
172
Evanson Asset Management
California
$400K -$22.5K -280 -5%
BWM
173
Bernicke Wealth Management
Wisconsin
$399K -$5.07K -63 -1%
RFM
174
Royal Fund Management
Florida
$381K -$822K -10,257 -68%
SFA
175
Sequoia Financial Advisors
Ohio
$376K – – –
5 6
7
8 9