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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
HL
176
Harding Loevner
New Jersey
$789K +$726K +8,702 +2,052%
TCM
177
TD Capital Management
Tennessee
$788K +$2.84K +34 +0.4%
CSPIA
178
Cary Street Partners Investment Advisory
Virginia
$783K +$756K +9,054 New
Franklin Resources
179
Franklin Resources
California
$782K +$286K +3,425 +61%
KWM
180
Kingsview Wealth Management
Oregon
$772K +$10.1K +121 +1%
EK
181
Evensky & Katz
Florida
$768K -$421K -5,042 -36%
AAM
182
Autus Asset Management
Arizona
$765K -$12.6K -151 -2%
FFA
183
Fragasso Financial Advisors
Pennsylvania
$754K +$1.84K +22 +0.3%
ABC
184
Associated Banc-Corp
Wisconsin
$753K +$343K +4,110 +89%
DSA
185
Droms Strauss Advisors
Missouri
$745K +$179K +2,151 +33%
DW
186
Domani Wealth
Pennsylvania
$722K +$4.92K +59 +0.7%
CA
187
Cetera Advisors
Colorado
$687K -$125K -1,495 -16%
GMA
188
Goldstein Munger & Associates
California
$685K +$1.92K +23 +0.3%
BMCM
189
Bryn Mawr Capital Management
Pennsylvania
$679K
WP
190
WealthSource Partners
California
$671K -$3.34K -40 -0.5%
FEG
191
Financial Enhancement Group
Indiana
$652K -$10.6K -127 -2%
NFG
192
Next Financial Group
Texas
$644K -$3.5K -42 -0.6%
SCM
193
SOL Capital Management
Maryland
$642K +$79.3K +950 +15%
GCM
194
Gables Capital Management
Florida
$619K -$125K -1,500 -17%
MAA
195
Matrix Asset Advisors
New York
$611K -$21.8K -261 -4%
AF
196
Alerus Financial
North Dakota
$610K
CAL
197
Capital Analysts LLC
Pennsylvania
$607K -$2.67K -32 -0.5%
RRC
198
Relaxing Retirement Coach
Massachusetts
$596K +$167 +2 +0%
MA
199
Mutual Advisors
Nebraska
$566K -$42.4K -508 -7%
MOS
200
MGO One Seven
Ohio
$562K +$49.6K +595 +10%

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.