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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 %
LFG
201
LifePlan Financial Group
Ohio
$331K -$58.4K -846 -15%
TI
202
Truepoint Inc
Ohio
$326K +$69K +1,000 +27%
Neuberger Berman Group
203
Neuberger Berman Group
New York
$320K +$320K +4,626 New
TA
204
Trellis Advisors
Washington
$315K – – –
BWM
205
Bernicke Wealth Management
Wisconsin
$296K -$276 -4 -0.1%
DHFB
206
Dixon Hubard Feinour & Brown
Virginia
$292K -$51.1K -739 -15%
CIC
207
Cutler Investment Counsel
Oregon
$285K +$36.7K +532 +15%
NFG
208
Next Financial Group
Texas
$275K +$230K +3,332 +513%
BWA
209
BDO Wealth Advisors
Florida
$272K -$73.8K -1,068 -21%
AF
210
Advisornet Financial
Minnesota
$272K -$11.2K -162 -4%
RFC
211
Regions Financial Corp
Alabama
$272K +$10.4K +150 +4%
FIM
212
Freedom Investment Management
Connecticut
$270K -$24.6K -356 -8%
RFM
213
Royal Fund Management
Florida
$267K -$17.9K -260 -6%
BRWA
214
B. Riley Wealth Advisors
Florida
$267K +$85.1K +1,228 +47%
BFPW
215
BOK Financial Private Wealth
Colorado
$262K -$33K -477 -11%
OC
216
Oakworth Capital
Alabama
$258K – – –
Fifth Third Bancorp
217
Fifth Third Bancorp
Ohio
$244K +$6.44K +93 +3%
CFS
218
CRA Financial Services
New Jersey
$237K +$237K +3,425 New
CFGS
219
Concourse Financial Group Securities
Alabama
$232K +$203K +2,951 +701%
DMC
220
Drexel Morgan & Co
Pennsylvania
$224K – – –
JIC
221
Johnson Investment Counsel
Ohio
$218K -$4.2K -61 -2%
CA
222
Cortland Associates
Missouri
$218K – – –
Bessemer Group
223
Bessemer Group
New Jersey
$214K -$712K -10,312 -77%
FNT
224
First National Trust
Pennsylvania
$207K -$41.4K -600 -17%
CSIC
225
Clifford Swan Investment Counsel
California
$204K – – –
7 8
9
10 11