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iShares MSCI EAFE Growth ETF

305 hedge funds and large institutions have $3.02B invested in iShares MSCI EAFE Growth ETF in 2019 Q2 according to their latest regulatory filings, with 30 funds opening new positions, 109 increasing their positions, 84 reducing their positions, and 30 closing their positions.

New
Increased
Maintained
Reduced
Closed

30% more repeat investments, than reductions

Existing positions increased: 109 | Existing positions reduced: 84

21% more funds holding in top 10

Funds holding in top 10: 1417 (+3)

8% more capital invested

Capital invested by funds: $2.79B → $3.02B (+$232M)

2.06% more ownership

Funds ownership: 74.22%76.28% (+2.1%)

0% more first-time investments, than exits

New positions opened: 30 | Existing positions closed: 30

2% less funds holding

Funds holding: 311305 (-6)

Holders
305
Holders Change
-6
Holders Change %
-1.93%
% of All Funds
6.62%
Holding in Top 10
17
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+21.43%
% of All Funds
0.37%
New
30
Increased
109
Reduced
84
Closed
30
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
APP
151
Avantax Planning Partners
Iowa
$801K +$28.7K +364 +4%
Brown Advisory
152
Brown Advisory
Maryland
$771K -$17K -216 -2%
TCM
153
TD Capital Management
Tennessee
$758K +$5.92K +75 +0.8%
DSA
154
Droms Strauss Advisors
Missouri
$741K -$20.6K -261 -3%
AAM
155
Autus Asset Management
Arizona
$726K -$4.42K -56 -0.6%
KWM
156
Kingsview Wealth Management
Oregon
$726K +$28.3K +358 +4%
DW
157
Domani Wealth
Pennsylvania
$699K +$29.8K +378 +5%
Fifth Third Bancorp
158
Fifth Third Bancorp
Ohio
$664K +$378K +4,787 +139%
CA
159
Cetera Advisors
Colorado
$661K +$182K +2,306 +40%
BMCM
160
Bryn Mawr Capital Management
Pennsylvania
$652K
FFA
161
Fragasso Financial Advisors
Pennsylvania
$640K +$11.8K +150 +2%
GMA
162
Goldstein Munger & Associates
California
$638K
WP
163
WealthSource Partners
California
$630K +$88.2K +1,118 +17%
Thrivent Financial for Lutherans
164
Thrivent Financial for Lutherans
Minnesota
$621K
FEG
165
Financial Enhancement Group
Indiana
$619K +$4.34K +55 +0.7%
MA
166
Mutual Advisors
Nebraska
$614K -$70.2K -890 -10%
MOS
167
MGO One Seven
Ohio
$602K -$64.6K -818 -10%
NFG
168
Next Financial Group
Texas
$599K +$573K +7,266 +4,812%
MAA
169
Matrix Asset Advisors
New York
$592K +$6.71K +85 +1%
AF
170
Alerus Financial
North Dakota
$570K
CAL
171
Capital Analysts LLC
Pennsylvania
$570K +$7.26K +92 +1%
RRC
172
Relaxing Retirement Coach
Massachusetts
$560K -$158 -2 -0%
FAAS
173
First Allied Advisory Services
California
$527K +$281K +3,562 +120%
WBG
174
Wharton Business Group
Pennsylvania
$526K -$14.6K -185 -3%
TAM
175
Tocqueville Asset Management
New York
$523K

EFG Hedge Fund Activity: Q2 2019 in Review

305 of the 4,604 institutional investors tracked by Wall St. Rank reported a position in iShares MSCI EAFE Growth ETF (EFG) for Q2 2019, worth a combined $3.02B — up 8.3% from $2.79B a quarter earlier.

Fund positioning in EFG was balanced in Q2 2019: 30 funds opened new positions, 30 closed out, 109 added to existing stakes and 84 trimmed.

The largest buyer was People's United Financial, adding an estimated $66.4M. The largest seller was Fidelity Investments, cutting an estimated $16M.

  • 305 institutional investors held iShares MSCI EAFE Growth ETF (EFG) as of Q2 2019, down from 311 in Q1 2019.
  • Funds reported $3.02B of iShares MSCI EAFE Growth ETF stock for Q2 2019, up 8.3% quarter-over-quarter.
  • 30 funds opened new iShares MSCI EAFE Growth ETF positions in Q2 2019 and 30 closed out, a net change of 0 holders.
  • The largest iShares MSCI EAFE Growth ETF buyer in Q2 2019 was People's United Financial, an estimated $66.4M added.
  • The largest iShares MSCI EAFE Growth ETF seller in Q2 2019 was Fidelity Investments, an estimated $16M sold.

Based on aggregated 13F filings for Q2 2019.