iShares MSCI EAFE Growth ETF
EFG
188 hedge funds and large institutions have $1.65B invested in iShares MSCI EAFE Growth ETF in 2016 Q3 according to their latest regulatory filings, with 16 funds opening new positions, 60 increasing their positions, 59 reducing their positions, and 15 closing their positions.
25% more funds holding in top 10
Funds holding in top 10: 8 → 10 (+2)
8% more capital invested
Capital invested by funds: $1.53B → $1.65B (+$124M)
7% more first-time investments, than exits
New positions opened: 16 | Existing positions closed: 15
2% more repeat investments, than reductions
Existing positions increased: 60 | Existing positions reduced: 59
1% less funds holding
Funds holding: 190 → 188 (-2)
3.34% less ownership
Funds ownership: 71.95% → 68.6% (-3.3%)
100% less call options, than puts
Call options by funds: $0 | Put options by funds: $319K
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Fidelity Investments
Boston,
Massachusetts
|
+$75.1M |
| 2 |
Wells Fargo
San Francisco,
California
|
+$16.1M |
| 3 |
BAAM
Baker Avenue Asset Management
San Francisco,
California
|
+$5.57M |
| 4 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
+$4.05M |
| 5 |
Jones Financial Companies
Des Peres,
Missouri
|
+$3.16M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
WP
WealthPLAN Partners
Omaha,
Nebraska
|
-$17.9M |
| 2 |
SG Americas Securities
New York
|
-$14.7M |
| 3 |
Bank of Montreal
Toronto,
Ontario, Canada
|
-$14.1M |
| 4 |
M&T Bank
Buffalo,
New York
|
-$8.72M |
| 5 |
RIG
RiverFront Investment Group
Richmond,
Virginia
|
-$6.69M |
EFG Hedge Fund Activity: Q3 2016 in Review
188 of the 3,759 institutional investors tracked by Wall St. Rank reported a position in iShares MSCI EAFE Growth ETF (EFG) for Q3 2016, worth a combined $1.65B — up 8.1% from $1.53B a quarter earlier.
Buyers outnumbered sellers: 16 funds opened new EFG positions and 15 closed out — a net gain of 1 holder — while 60 added to existing stakes and 59 trimmed.
The largest buyer was Fidelity Investments, adding an estimated $75.1M. The largest seller was WealthPLAN Partners, cutting an estimated $17.9M.
- 188 institutional investors held iShares MSCI EAFE Growth ETF (EFG) as of Q3 2016, down from 190 in Q2 2016.
- Funds reported $1.65B of iShares MSCI EAFE Growth ETF stock for Q3 2016, up 8.1% quarter-over-quarter.
- 16 funds opened new iShares MSCI EAFE Growth ETF positions in Q3 2016 and 15 closed out, a net change of +1 holder.
- The largest iShares MSCI EAFE Growth ETF buyer in Q3 2016 was Fidelity Investments, an estimated $75.1M added.
- The largest iShares MSCI EAFE Growth ETF seller in Q3 2016 was WealthPLAN Partners, an estimated $17.9M sold.
Based on aggregated 13F filings for Q3 2016.