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iShares MSCI EAFE Growth ETF

362 hedge funds and large institutions have $3.46B invested in iShares MSCI EAFE Growth ETF in 2019 Q4 according to their latest regulatory filings, with 78 funds opening new positions, 112 increasing their positions, 96 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed

311% more first-time investments, than exits

New positions opened: 78 | Existing positions closed: 19

18% more funds holding

Funds holding: 307362 (+55)

17% more repeat investments, than reductions

Existing positions increased: 112 | Existing positions reduced: 96

14% more capital invested

Capital invested by funds: $3.02B → $3.46B (+$437M)

13% more funds holding in top 10

Funds holding in top 10: 1618 (+2)

0.03% more ownership

Funds ownership: 75.53%75.56% (+0.03%)

Holders
362
Holders Change
+55
Holders Change %
+17.92%
% of All Funds
7.13%
Holding in Top 10
18
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+12.5%
% of All Funds
0.35%
New
78
Increased
112
Reduced
96
Closed
19
Calls
$458K
Puts
Net Calls
+$458K
Net Calls Change
+$458K
Name Holding Trade Value Shares
Change
Change in
Stake
PAM
151
Palisade Asset Management
Minnesota
$1.19M -$923K -11,066 -45%
IWP
152
IAG Wealth Partners
Wisconsin
$1.17M +$1.13M +13,482 New
Bank of Montreal
153
Bank of Montreal
Ontario, Canada
$1.16M -$152K -1,826 -12%
ECM
154
ETrade Capital Management
Virginia
$1.16M -$21.4K -257 -2%
SPIA
155
Steward Partners Investment Advisory
New York
$1.15M -$23.7K -284 -2%
SMFS
156
Squar Milner Financial Services
California
$1.14M +$304K +3,643 +38%
UAS
157
United Asset Strategies
New York
$1.12M -$1.08K -13 -0.1%
TC
158
TAP Consulting
Missouri
$1.12M -$68.8K -825 -6%
TPCW
159
TD Private Client Wealth
New York
$1.12M +$1.08M +12,950 New
FI
160
FormulaFolio Investments
Michigan
$1.11M +$1.07M +12,857 New
SCM
161
SCS Capital Management
Massachusetts
$1.09M -$456K -5,466 -30%
JWCA
162
J.W. Cole Advisors
Florida
$1.06M +$1.02M +12,228 New
CL
163
CPWM LLC
Washington
$1.02M +$4.26K +51 +0.4%
WFM
164
Wolff Financial Management
Michigan
$1.01M -$28.9K -346 -3%
CIA
165
Choate Investment Advisors
Massachusetts
$1.01M
LNC
166
Lincoln National Corp
Pennsylvania
$970K +$1.25K +15 +0.1%
HCA
167
Harbour Capital Advisors
Virginia
$963K -$44.2K -530 -5%
BCM
168
BTC Capital Management
Iowa
$953K
CGL
169
Clarius Group LLC
Washington
$943K -$386K -4,624 -30%
PWLP
170
Prio Wealth Limited Partnership
Massachusetts
$941K +$908K +10,885 New
CI
171
Conning Inc
Connecticut
$909K
FTUS
172
Flow Traders U.S.
New York
$900K +$868K +10,406 New
CI
173
CX Institutional
Indiana
$875K -$93.4K -1,119 -10%
APP
174
Avantax Planning Partners
Iowa
$874K +$17.3K +207 +2%
Brown Advisory
175
Brown Advisory
Maryland
$826K

EFG Hedge Fund Activity: Q4 2019 in Review

362 of the 5,075 institutional investors tracked by Wall St. Rank reported a position in iShares MSCI EAFE Growth ETF (EFG) for Q4 2019, worth a combined $3.46B — up 14% from $3.02B a quarter earlier.

Buyers outnumbered sellers: 78 funds opened new EFG positions and 19 closed out — a net gain of 59 holders — while 112 added to existing stakes and 96 trimmed.

The largest buyer was Jones Financial Companies, adding an estimated $273M. The largest seller was M&T Bank, exiting entirely with an estimated $65.8M sold.

  • 362 institutional investors held iShares MSCI EAFE Growth ETF (EFG) as of Q4 2019, up from 307 in Q3 2019.
  • Funds reported $3.46B of iShares MSCI EAFE Growth ETF stock for Q4 2019, up 14% quarter-over-quarter.
  • 78 funds opened new iShares MSCI EAFE Growth ETF positions in Q4 2019 and 19 closed out, a net change of +59 holders.
  • The largest iShares MSCI EAFE Growth ETF buyer in Q4 2019 was Jones Financial Companies, an estimated $273M added.
  • The largest iShares MSCI EAFE Growth ETF seller in Q4 2019 was M&T Bank, an estimated $65.8M sold.

Based on aggregated 13F filings for Q4 2019.