iShares MSCI EAFE Growth ETF
158 hedge funds and large institutions have $1.11B invested in iShares MSCI EAFE Growth ETF in 2014 Q4 according to their latest regulatory filings, with 23 funds opening new positions, 54 increasing their positions, 48 reducing their positions, and 17 closing their positions.
35% more first-time investments, than exits
New positions opened: 23 | Existing positions closed: 17
13% more repeat investments, than reductions
Existing positions increased: 54 | Existing positions reduced: 48
3% more funds holding
Funds holding: 154 → 158 (+4)
0.94% more ownership
Funds ownership: 68.1% → 69.04% (+0.94%)
0% more funds holding in top 10
Funds holding in top 10: 7 → 7 (0)
0% less capital invested
Capital invested by funds: $1.11B → $1.11B (-$4.65M)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of America
Charlotte,
North Carolina
|
+$35.8M |
| 2 |
MAA
Managed Account Advisors
Jersey City,
New Jersey
|
+$16.6M |
| 3 |
AL
Aspiriant LLC
Los Angeles,
California
|
+$9.88M |
| 4 |
Jones Financial Companies
Des Peres,
Missouri
|
+$6.99M |
| 5 |
Morgan Stanley
New York
|
+$6.93M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SG Americas Securities
New York
|
-$22.8M |
| 2 |
Envestnet Asset Management
Chicago,
Illinois
|
-$14.4M |
| 3 |
UCFA
United Capital Financial Advisors
Irving,
Texas
|
-$14.2M |
| 4 |
CIA
Choate Investment Advisors
Boston,
Massachusetts
|
-$14.2M |
| 5 |
FTUS
Flow Traders U.S.
New York
|
-$6.71M |
EFG Hedge Fund Activity: Q4 2014 in Review
158 of the 3,750 institutional investors tracked by Wall St. Rank reported a position in iShares MSCI EAFE Growth ETF (EFG) for Q4 2014, worth a combined $1.11B — down 0.42% from $1.11B a quarter earlier.
Buyers outnumbered sellers: 23 funds opened new EFG positions and 17 closed out — a net gain of 6 holders — while 54 added to existing stakes and 48 trimmed.
The largest buyer was Bank of America, adding an estimated $35.8M. The largest seller was SG Americas Securities, exiting entirely with an estimated $22.8M sold.
- 158 institutional investors held iShares MSCI EAFE Growth ETF (EFG) as of Q4 2014, up from 154 in Q3 2014.
- Funds reported $1.11B of iShares MSCI EAFE Growth ETF stock for Q4 2014, down 0.42% quarter-over-quarter.
- 23 funds opened new iShares MSCI EAFE Growth ETF positions in Q4 2014 and 17 closed out, a net change of +6 holders.
- The largest iShares MSCI EAFE Growth ETF buyer in Q4 2014 was Bank of America, an estimated $35.8M added.
- The largest iShares MSCI EAFE Growth ETF seller in Q4 2014 was SG Americas Securities, an estimated $22.8M sold.
Based on aggregated 13F filings for Q4 2014.