EFG icon

iShares MSCI EAFE Growth ETF

154 hedge funds and large institutions have $1.11B invested in iShares MSCI EAFE Growth ETF in 2014 Q3 according to their latest regulatory filings, with 11 funds opening new positions, 56 increasing their positions, 47 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
154
Holders Change
+3
Holders Change %
+1.99%
% of All Funds
4.47%
Holding in Top 10
7
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-12.5%
% of All Funds
0.2%
New
11
Increased
56
Reduced
47
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
Jones Financial Companies
1
Jones Financial Companies
Missouri
$157M +$8.52M +125,146 +6%
Wells Fargo
2
Wells Fargo
California
$132M -$2.97M -43,633 -2%
Bank of America
3
Bank of America
North Carolina
$88M -$2.34M -34,366 -3%
PNC Financial Services Group
4
PNC Financial Services Group
Pennsylvania
$75.4M +$9.19M +134,914 +14%
M&T Bank
5
M&T Bank
New York
$70.1M +$68.2M +1,001,186 +3,511%
US Bancorp
6
US Bancorp
Minnesota
$50.4M -$3.56M -52,255 -7%
Morgan Stanley
7
Morgan Stanley
New York
$33.9M +$2.49M +36,609 +8%
CIA
8
Choate Investment Advisors
Massachusetts
$32.7M -$5.77M -84,681 -15%
CWA
9
Convergent Wealth Advisors
Maryland
$31.1M -$146K -2,284 -0.5%
Macquarie Group
10
Macquarie Group
Australia
$25M -$718K -10,550 -3%
SG Americas Securities
11
SG Americas Securities
New York
$22.8M +$9.72M +142,697 +74%
CCT
12
Country Club Trust
Missouri
$21M -$43.8K -643 -0.2%
Envestnet Asset Management
13
Envestnet Asset Management
Illinois
$19.2M -$4.25M -62,481 -18%
Truist Financial
14
Truist Financial
North Carolina
$19.2M +$1.48M +21,739 +8%
UCFA
15
United Capital Financial Advisors
Texas
$17.1M -$2.55M -37,515 -13%
MOACM
16
Mutual of America Capital Management
New York
$17M +$2.12M +31,120 +14%
CWM
17
Cranbrook Wealth Management
Michigan
$16.3M +$394K +5,784 +2%
BF
18
BOK Financial
Oklahoma
$14.4M +$74.5K +1,094 +0.5%
MAA
19
Managed Account Advisors
New Jersey
$13M -$786K -11,540 -6%
BCI
20
Brinker Capital Investments
Pennsylvania
$12.4M +$5.46M +80,164 +78%
Axa
21
Axa
France
$11.8M
HRIA
22
Haberer Registered Investment Advisor
Ohio
$11.3M +$801K +11,770 +8%
Bank of Montreal
23
Bank of Montreal
Ontario, Canada
$11.1M -$125K -1,830 -1%
U
24
UBS
Switzerland
$10.3M +$471K +6,913 +5%
Bank of New York Mellon
25
Bank of New York Mellon
New York
$10.1M -$192K -2,815 -2%