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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
WCF
176
West Coast Financial
California
$517K
HTC
177
Haverford Trust Company
Pennsylvania
$508K +$316 +4 +0.1%
OC
178
Oppenheimer & Co
New York
$507K -$11.2K -142 -2%
WS
179
Wedbush Securities
California
$503K +$56.7K +719 +13%
WLIM
180
White Lighthouse Investment Management
Massachusetts
$496K -$35.4K -449 -7%
BHIA
181
Birch Hill Investment Advisors
Massachusetts
$494K
SWM
182
SVA Wealth Management
Wisconsin
$488K
GFS
183
GYL Financial Synergies
Connecticut
$482K
BWP
184
BSW Wealth Partners
Colorado
$481K -$42.3K -536 -8%
MC
185
Middleton & Co
Massachusetts
$465K
HCMT
186
Highland Capital Management (Tennessee)
Tennessee
$462K -$25.7K -325 -5%
SBH
187
Segall Bryant & Hamill
Illinois
$459K +$12.3K +156 +3%
WI
188
WrapManager Inc
California
$456K -$8.52K -108 -2%
Franklin Resources
189
Franklin Resources
California
$454K +$443K +5,616 New
CFG
190
Citizens Financial Group
Rhode Island
$432K -$27.6K -350 -6%
RJT
191
Raymond James Trust
Florida
$427K -$39.1K -496 -9%
RCAG
192
Rehmann Capital Advisory Group
Michigan
$412K +$158 +2 +0%
UBS AM
193
UBS AM
Illinois
$394K +$351K +4,444 +1,026%
TWP
194
Total Wealth Planning
Ohio
$389K
FTIOP
195
Fiduciary Trust International of Pennsylvania
Pennsylvania
$388K +$379K +4,803 New
LFG
196
LifePlan Financial Group
Ohio
$386K -$3.79K -48 -1%
ABC
197
Associated Banc-Corp
Wisconsin
$372K -$10.3K -130 -3%
BRWA
198
B. Riley Wealth Advisors
Florida
$364K +$74K +938 +26%
FHA
199
First Horizon Advisors
Tennessee
$361K
SW
200
SVB Wealth
Massachusetts
$359K +$350K +4,440 New

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.