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iShares MSCI EAFE Growth ETF
EFG

Overview Fund Activity

303 hedge funds and large institutions have $2.66B invested in iShares MSCI EAFE Growth ETF in 2018 Q4 according to their latest regulatory filings, with 56 funds opening new positions, 99 increasing their positions, 82 reducing their positions, and 48 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
303
Holders Change
+6
Holders Change %
+2.02%
% of All Funds
6.76%
Holding in Top 10
14
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+40%
% of All Funds
0.31%
New
56
Increased
99
Reduced
82
Closed
48
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Bank of America
Bank of America
North Carolina
+$113M
2
Fidelity Investments
Fidelity Investments
Massachusetts
+$90.6M
3
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$60.8M
4
RJA
Raymond James & Associates
Florida
+$28.5M
5
PNC Financial Services Group
PNC Financial Services Group
Pennsylvania
+$20.8M

Top Sellers

1
Citadel Advisors
Citadel Advisors
Florida
-$24.2M
2
SS
Simplicity Solutions
Minnesota
-$20.3M
3
AWM
AE Wealth Management
Kansas
-$16.2M
4
IA
IndexIQ Advisors
New York
-$9.54M
5
RIG
RiverFront Investment Group
Virginia
-$7.28M
Name Holding Trade Value Shares
Change 		Shares
Change %
MOS
151
MGO One Seven
Ohio
$674K -$52.7K -764 -7%
APP
152
Avantax Planning Partners
Iowa
$659K -$69.4K -1,005 -10%
TCM
153
TD Capital Management
Tennessee
$644K +$1.8K +26 +0.3%
PPP
154
Private Portfolio Partners
New Jersey
$644K +$644K +9,325 New
FFA
155
Fragasso Financial Advisors
Pennsylvania
$635K +$1.8K +26 +0.3%
RJT
156
Raymond James Trust
Florida
$621K +$56.7K +821 +10%
BPWA
157
Beacon Pointe Wealth Advisors
California
$618K +$618K +8,926 New
MA
158
Mutual Advisors
Nebraska
$590K +$50.6K +732 +9%
KWM
159
Kingsview Wealth Management
Oregon
$582K +$4.97K +72 +0.9%
RRC
160
Relaxing Retirement Coach
Massachusetts
$576K -$234K -3,386 -29%
FEG
161
Financial Enhancement Group
Indiana
$570K – – –
BMCM
162
Bryn Mawr Capital Management
Pennsylvania
$557K -$17.8K -258 -3%
CAL
163
Capital Analysts LLC
Pennsylvania
$552K -$202K -2,925 -27%
GMA
164
Goldstein Munger & Associates
California
$546K -$95.4K -1,380 -15%
CI
165
CX Institutional
Indiana
$546K +$118K +1,704 +27%
Macquarie Group
166
Macquarie Group
Australia
$530K -$852K -12,340 -62%
SWM
167
SVA Wealth Management
Wisconsin
$527K -$20.7K -300 -4%
DW
168
Domani Wealth
Pennsylvania
$506K -$48.6K -703 -9%
MAA
169
Matrix Asset Advisors
New York
$501K – – –
WLIM
170
White Lighthouse Investment Management
Massachusetts
$494K -$31K -449 -6%
AF
171
Alerus Financial
North Dakota
$488K – – –
SGAM
172
Steinberg Global Asset Management
Florida
$487K -$63.5K -920 -12%
WBG
173
Wharton Business Group
Pennsylvania
$482K – – –
FHA
174
First Horizon Advisors
Tennessee
$467K +$416K +6,026 +808%
WP
175
WealthSource Partners
California
$461K – – –
5 6
7
8 9