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iShares MSCI EAFE Growth ETF
EFG

Overview Fund Activity

288 hedge funds and large institutions have $2.29B invested in iShares MSCI EAFE Growth ETF in 2018 Q2 according to their latest regulatory filings, with 36 funds opening new positions, 88 increasing their positions, 86 reducing their positions, and 28 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
288
Holders Change
+3
Holders Change %
+1.05%
% of All Funds
6.6%
Holding in Top 10
10
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-16.67%
% of All Funds
0.23%
New
36
Increased
88
Reduced
86
Closed
28
Calls
–
Puts
$362K
Net Calls
-$362K
Net Calls Change
-$909K

Top Buyers

1
Jane Street
Jane Street
New York
+$26M
2
Goldman Sachs
Goldman Sachs
New York
+$22.3M
3
Fidelity Investments
Fidelity Investments
Massachusetts
+$18.9M
4
Jones Financial Companies
Jones Financial Companies
Missouri
+$12.4M
5
IA
IndexIQ Advisors
New York
+$10.5M

Top Sellers

1
AssetMark Inc
AssetMark Inc
California
-$115M
2
X
Xponance
Pennsylvania
-$11.6M
3
Wells Fargo
Wells Fargo
California
-$10.8M
4
OCM
One Capital Management
California
-$10.6M
5
HPWM
Highland Private Wealth Management
Washington
-$5.8M
Name Holding Trade Value Shares
Change 		Shares
Change %
BHIA
151
Birch Hill Investment Advisors
Massachusetts
$488K – – –
SPC
152
Sigma Planning Corp
Michigan
$466K +$466K +5,914 New
SPIA
153
Steward Partners Investment Advisory
New York
$461K +$61.4K +779 +15%
MC
154
Middleton & Co
Massachusetts
$454K +$44.3K +562 +11%
SEI Investments
155
SEI Investments
Pennsylvania
$453K +$242K +3,060 +114%
WS
156
Wedbush Securities
California
$447K -$8.12K -103 -2%
WAS
157
Winch Advisory Services
Wisconsin
$444K -$385K -4,890 -46%
LFG
158
LifePlan Financial Group
Ohio
$441K -$1.89K -24 -0.4%
CFG
159
Citizens Financial Group
Rhode Island
$435K -$1.89K -24 -0.4%
Macquarie Group
160
Macquarie Group
Australia
$434K +$150K +1,900 +53%
TSS
161
Two Sigma Securities
New York
$431K +$431K +5,475 New
ABC
162
Associated Banc-Corp
Wisconsin
$425K -$47.2K -600 -10%
PSUF
163
People's United Financial
Connecticut
$421K -$1.97K -25 -0.5%
BWA
164
BDO Wealth Advisors
Florida
$418K -$41.5K -527 -9%
CI
165
Cambiar Investors
Colorado
$418K – – –
Koshinski Asset Management
166
Koshinski Asset Management
Illinois
$414K +$945 +12 +0.2%
HTC
167
Haverford Trust Company
Pennsylvania
$412K – – –
DHFB
168
Dixon Hubard Feinour & Brown
Virginia
$407K -$691K -8,760 -63%
AL
169
Aspiriant LLC
California
$406K +$406K +5,151 New
AF
170
Advisornet Financial
Minnesota
$403K +$185K +2,352 +85%
AW
171
ACG Wealth
Georgia
$398K – – –
EAM
172
Evanson Asset Management
California
$397K +$4.65K +59 +1%
BWM
173
Bernicke Wealth Management
Wisconsin
$372K -$18.2K -231 -5%
CA
174
Cetera Advisors
Colorado
$371K +$2.3K +29 +0.6%
SFA
175
Sequoia Financial Advisors
Ohio
$369K – – –
5 6
7
8 9