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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 %
FIM
176
Freedom Investment Management
Connecticut
$373K +$13.4K +166 +4%
CA
177
Cetera Advisors
Colorado
$371K -$40.9K -512 -10%
FTIOP
178
Fiduciary Trust International of Pennsylvania
Pennsylvania
$346K – – –
BI
179
Bramshill Investments
Florida
$343K -$151K -1,881 -31%
BFPW
180
BOK Financial Private Wealth
Colorado
$343K – – –
PAG
181
Private Advisor Group
New Jersey
$336K +$104K +1,300 +45%
AWA
182
Arete Wealth Advisors
Illinois
$335K -$38.1K -474 -10%
CIC
183
Cutler Investment Counsel
Oregon
$323K -$241 -3 -0.1%
BWA
184
Burt Wealth Advisors
Maryland
$321K – – –
OC
185
Oakworth Capital
Alabama
$302K – – –
Fifth Third Bancorp
186
Fifth Third Bancorp
Ohio
$298K -$28.6K -355 -9%
RCAG
187
Rehmann Capital Advisory Group
Michigan
$294K +$4.18K +52 +1%
Macquarie Group
188
Macquarie Group
Australia
$290K -$63.1K -785 -18%
PP
189
Patten & Patten
Tennessee
$278K – – –
JIC
190
Johnson Investment Counsel
Ohio
$274K -$58.6K -730 -18%
SCI
191
S&CO Inc
Massachusetts
$267K +$267K +3,322 New
PA
192
PFG Advisors
Arizona
$266K +$266K +3,305 New
CA
193
Cortland Associates
Missouri
$253K – – –
RC
194
RegentAtlantic Capital
New Jersey
$250K +$16.5K +205 +7%
DW
195
Domani Wealth
Pennsylvania
$239K +$239K +2,974 New
RFC
196
Regions Financial Corp
Alabama
$237K -$24.2K -301 -9%
CSIC
197
Clifford Swan Investment Counsel
California
$237K – – –
SCM
198
SCS Capital Management
Massachusetts
$230K -$2.45K -31 -1%
BHBT
199
Burke & Herbert Bank & Trust
Virginia
$226K – – –
CA
200
Calton & Associates
Florida
$223K +$53.3K +663 +31%
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