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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 %
TAM
176
Tocqueville Asset Management
New York
$447K -$138K -2,000 -24%
OC
177
Oppenheimer & Co
New York
$444K +$4.98K +72 +1%
WCF
178
West Coast Financial
California
$442K +$442K +6,395 New
BHIA
179
Birch Hill Investment Advisors
Massachusetts
$428K – – –
HCMT
180
Highland Capital Management (Tennessee)
Tennessee
$418K +$14.2K +205 +4%
WI
181
WrapManager Inc
California
$415K -$48.1K -696 -10%
CA
182
Cetera Advisors
Colorado
$412K +$30.5K +438 +8%
GFS
183
GYL Financial Synergies
Connecticut
$412K +$412K +5,965 New
LWS
184
Lucia Wealth Services
California
$411K -$598K -8,658 -59%
AA
185
Advisory Alpha
Michigan
$399K +$59K +809 +17%
HTC
186
Haverford Trust Company
Pennsylvania
$398K – – –
MC
187
Middleton & Co
Massachusetts
$398K – – –
SS
188
Simplicity Solutions
Minnesota
$390K -$20.3M -293,096 -98%
SBH
189
Segall Bryant & Hamill
Illinois
$375K -$47.3K -686 -11%
WS
190
Wedbush Securities
California
$369K -$14.1K -204 -4%
CFG
191
Citizens Financial Group
Rhode Island
$369K – – –
TWP
192
Total Wealth Planning
Ohio
$360K +$360K +5,218 New
AWM
193
AE Wealth Management
Kansas
$352K -$16.2M -234,476 -98%
CWM
194
Confluence Wealth Management
Oregon
$351K +$351K +5,077 New
SPC
195
Sigma Planning Corp
Michigan
$350K -$50.3K -728 -13%
AW
196
ACG Wealth
Georgia
$348K -$899 -13 -0.3%
BWA
197
Burt Wealth Advisors
Maryland
$345K +$69K +1,000 +25%
EAM
198
Evanson Asset Management
California
$343K -$5.39K -78 -2%
ABC
199
Associated Banc-Corp
Wisconsin
$340K -$82.5K -1,194 -20%
SFA
200
Sequoia Financial Advisors
Ohio
$332K +$8.09K +117 +2%
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