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iShares MSCI EAFE Growth ETF
EFG

Overview Fund Activity

307 hedge funds and large institutions have $3.02B invested in iShares MSCI EAFE Growth ETF in 2019 Q3 according to their latest regulatory filings, with 25 funds opening new positions, 88 increasing their positions, 100 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
307
Holders Change
+2
Holders Change %
+0.66%
% of All Funds
6.74%
Holding in Top 10
16
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-5.88%
% of All Funds
0.35%
New
25
Increased
88
Reduced
100
Closed
21
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
SCM
Sterling Capital Management
North Carolina
+$26.1M
2
PSUF
People's United Financial
Connecticut
+$20.7M
3
NB
NBT Bank
New York
+$11.8M
4
TC
Trilogy Capital
California
+$10.7M
5
US Bancorp
US Bancorp
Minnesota
+$9.99M

Top Sellers

1
Bank of Montreal
Bank of Montreal
Ontario, Canada
-$40.2M
2
LMIM
Lockheed Martin Investment Management
Maryland
-$20.3M
3
Citadel Advisors
Citadel Advisors
Florida
-$18M
4
Bank of America
Bank of America
North Carolina
-$9.95M
5
Fidelity Investments
Fidelity Investments
Massachusetts
-$7.91M
Name Holding Trade Value Shares
Change 		Shares
Change %
TWP
201
Total Wealth Planning
Ohio
$388K – – –
FTIOP
202
Fiduciary Trust International of Pennsylvania
Pennsylvania
$386K – – –
LFG
203
LifePlan Financial Group
Ohio
$375K -$9.9K -123 -3%
ABC
204
Associated Banc-Corp
Wisconsin
$370K -$563 -7 -0.2%
CFSG
205
Community Financial Services Group
Vermont
$370K +$370K +4,603 New
BRWA
206
B. Riley Wealth Advisors
Florida
$362K -$889 -11 -0.2%
SPC
207
Sigma Planning Corp
Michigan
$360K +$3.39K +42 +0.9%
DHFB
208
Dixon Hubard Feinour & Brown
Virginia
$340K – – –
FCI
209
Financial Counselors Inc
Kansas
$325K +$78.3K +974 +32%
BWA
210
Burt Wealth Advisors
Maryland
$322K – – –
LCM
211
Leisure Capital Management
California
$322K +$322K +4,000 New
BWM
212
Bernicke Wealth Management
Wisconsin
$317K – – –
IA
213
IFP Advisors
Florida
$316K +$316K +3,971 New
TA
214
Trellis Advisors
Washington
$313K -$43K -535 -12%
Kayne Anderson Rudnick Investment Management
215
Kayne Anderson Rudnick Investment Management
California
$308K +$163K +2,029 +113%
SSWM
216
Smith Salley Wealth Management
North Carolina
$305K – – –
BWA
217
BDO Wealth Advisors
Florida
$304K – – –
SFA
218
Sequoia Financial Advisors
Ohio
$304K – – –
OC
219
Oakworth Capital
Alabama
$300K – – –
PPP
220
Private Portfolio Partners
New Jersey
$294K – – –
CTC
221
Central Trust Company
Missouri
$293K +$92.3K +1,145 +46%
A
222
AdvicePeriod
California
$283K +$283K +3,518 New
EAM
223
Evanson Asset Management
California
$279K -$41.9K -520 -13%
CWM
224
Confluence Wealth Management
Oregon
$276K – – –
PAG
225
Private Advisor Group
New Jersey
$273K -$47.9K -596 -15%
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9
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