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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
TAM
201
Tocqueville Asset Management
New York
$560K
S
202
Surevest
California
$555K +$536K +6,419 New
WCF
203
West Coast Financial
California
$553K
GFS
204
GYL Financial Synergies
Connecticut
$552K +$35K +419 +7%
CAN
205
Cetera Advisor Networks
California
$536K -$117K -1,407 -18%
F
206
F3Logic
Minnesota
$534K +$515K +6,177 New
WS
207
Wedbush Securities
California
$530K -$668 -8 -0.1%
SWM
208
SVA Wealth Management
Wisconsin
$523K
BHIA
209
Birch Hill Investment Advisors
Massachusetts
$509K
DI
210
Disciplined Investments
Oklahoma
$505K +$487K +5,842 New
MC
211
Middleton & Co
Massachusetts
$498K
BWP
212
BSW Wealth Partners
Colorado
$494K -$12.8K -153 -3%
CFG
213
Citizens Financial Group
Rhode Island
$492K
AA
214
Argent Advisors
Louisiana
$491K +$473K +5,665 New
VAS
215
Vestmark Advisory Solutions
Massachusetts
$473K -$480K -5,748 -36%
OC
216
Oppenheimer & Co
New York
$471K -$65.8K -788 -13%
IWM
217
IHT Wealth Management
Illinois
$471K +$455K +5,448 New
HCMT
218
Highland Capital Management (Tennessee)
Tennessee
$469K +$83 +1 +0%
RJT
219
Raymond James Trust
Florida
$468K +$43K +515 +11%
SBH
220
Segall Bryant & Hamill
Illinois
$452K -$8.76K -105 -2%
WI
221
WrapManager Inc
California
$435K +$3.67K +44 +0.9%
HTC
222
Haverford Trust Company
Pennsylvania
$433K -$106K -1,273 -20%
SW
223
SVB Wealth
Massachusetts
$422K -$83 -1 -0%
TWP
224
Total Wealth Planning
Ohio
$417K
TGAM
225
TBH Global Asset Management
Tennessee
$410K +$396K +4,741 New

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.