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iShares MSCI EAFE Growth ETF
EFG

Overview Fund Activity

118 hedge funds and large institutions have $1.68B invested in iShares MSCI EAFE Growth ETF in 2013 Q2 according to their latest regulatory filings, with 118 funds opening new positions, increasing their positions, reducing their positions, and closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
118
Holders Change
+118
Holders Change %
–
% of All Funds
3.85%
Holding in Top 10
11
Holding in Top 10 Change
+11
Holding in Top 10 Change %
%
% of All Funds
0.36%
New
118
Increased
–
Reduced
–
Closed
–
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

No buyers this quarter

Top Sellers

No sellers this quarter
Name Holding Trade Value Shares
Change 		Shares
Change %
JA
1
JOYN Advisors
Georgia
$682M – – –
Wells Fargo
2
Wells Fargo
California
$117M +$117M +1,898,969 New
Jones Financial Companies
3
Jones Financial Companies
Missouri
$106M +$106M +1,718,388 New
PNC Financial Services Group
4
PNC Financial Services Group
Pennsylvania
$62.6M +$62.6M +1,013,603 New
CIA
5
Choate Investment Advisors
Massachusetts
$60.8M +$60.8M +984,297 New
Bank of America
6
Bank of America
North Carolina
$51.4M +$51.4M +831,851 New
US Bancorp
7
US Bancorp
Minnesota
$47.4M +$47.4M +767,221 New
CWA
8
Convergent Wealth Advisors
Maryland
$43.1M +$43.1M +752,228 New
WT
9
Wilmington Trust
Delaware
$32.7M +$32.7M +529,551 New
Royal Bank of Canada
10
Royal Bank of Canada
Ontario, Canada
$32.6M +$32.6M +528,256 New
Envestnet Asset Management
11
Envestnet Asset Management
Illinois
$29.5M +$29.5M +477,143 New
Morgan Stanley
12
Morgan Stanley
New York
$27.6M +$27.6M +447,142 New
Macquarie Group
13
Macquarie Group
Australia
$25.7M +$25.7M +415,560 New
MAA
14
Managed Account Advisors
New Jersey
$21M +$21M +340,004 New
WTNA
15
Wilmington Trust National Association
Delaware
$19.9M +$19.9M +322,159 New
RIA
16
Rushmore Investment Advisors
Texas
$18M +$18M +291,714 New
UCFA
17
United Capital Financial Advisors
Texas
$17.9M +$17.9M +289,434 New
TAG
18
Tactical Allocation Group
Michigan
$15.6M +$15.6M +244,005 New
TCM
19
TD Capital Management
Tennessee
$12.9M +$12.9M +209,028 New
CCT
20
Country Club Trust
Missouri
$12.5M +$12.5M +202,997 New
Axa
21
Axa
France
$12.4M +$12.4M +200,009 New
BF
22
BOK Financial
Oklahoma
$12.3M +$12.3M +198,615 New
HRIA
23
Haberer Registered Investment Advisor
Ohio
$11.4M +$11.4M +184,678 New
Bank of Montreal
24
Bank of Montreal
Ontario, Canada
$11.2M +$11.2M +181,600 New
Jane Street
25
Jane Street
New York
$11.2M +$11.2M +181,220 New
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