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iShares MSCI EAFE Growth ETF
EFG

Overview Fund Activity

211 hedge funds and large institutions have $1.74B invested in iShares MSCI EAFE Growth ETF in 2017 Q1 according to their latest regulatory filings, with 20 funds opening new positions, 76 increasing their positions, 75 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
211
Holders Change
-1
Holders Change %
-0.47%
% of All Funds
5.26%
Holding in Top 10
9
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+28.57%
% of All Funds
0.22%
New
20
Increased
76
Reduced
75
Closed
19
Calls
–
Puts
$327K
Net Calls
-$327K
Net Calls Change
-$327K

Top Buyers

1
RIG
RiverFront Investment Group
Virginia
$187M
2
GI
Glovista Investments
New Jersey
$30M
3
Jones Financial Companies
Jones Financial Companies
Missouri
$231M
4
RJA
Raymond James & Associates
Florida
$73M
5
LMIM
Lockheed Martin Investment Management
Maryland
$8.88M

Top Sellers

1
Fidelity Investments
Fidelity Investments
Massachusetts
$140M
2
Bank of America
Bank of America
North Carolina
$113M
3
Bank of Montreal
Bank of Montreal
Ontario, Canada
$21.2M
4
BDF
Balasa Dinverno & Foltz
$6.73M
5
SCM
SCS Capital Management
Massachusetts
$232K
Name Holding Trade Value Shares
Change 		Shares
Change %
Jones Financial Companies
1
Jones Financial Companies
Missouri
$231M +$11.7M +168,070 +5%
RIG
2
RiverFront Investment Group
Virginia
$187M +$38.4M +552,123 +26%
Wells Fargo
3
Wells Fargo
California
$176M -$826K -11,886 -0.5%
Fidelity Investments
4
Fidelity Investments
Massachusetts
$140M -$56.3M -810,293 -29%
Bank of America
5
Bank of America
North Carolina
$113M -$34.4M -494,645 -23%
PNC Financial Services Group
6
PNC Financial Services Group
Pennsylvania
$82.6M +$165K +2,370 +0.2%
RJA
7
Raymond James & Associates
Florida
$73M +$8.34M +119,988 +13%
M&T Bank
8
M&T Bank
New York
$69.9M -$627K -9,018 -0.9%
US Bancorp
9
US Bancorp
Minnesota
$58.5M -$5.81M -83,654 -9%
Morgan Stanley
10
Morgan Stanley
New York
$39.4M -$1.89M -27,218 -5%
MOACM
11
Mutual of America Capital Management
New York
$32.4M +$1.58M +22,732 +5%
GI
12
Glovista Investments
New Jersey
$30M +$30M +433,195 New
CCT
13
Country Club Trust
Missouri
$28.6M +$1.79M +25,753 +7%
UBS Group
14
UBS Group
Switzerland
$25.5M +$1.22M +17,538 +5%
Bank of Montreal
15
Bank of Montreal
Ontario, Canada
$21.2M -$26.7M -384,255 -56%
Macquarie Group
16
Macquarie Group
Australia
$19.1M -$675K -9,715 -3%
AII
17
AGF Investments Inc
Ontario, Canada
$19.1M -$2.06M -29,663 -10%
Truist Financial
18
Truist Financial
North Carolina
$18.3M +$155K +2,233 +0.9%
LFAS
19
Level Four Advisory Services
Texas
$18.2M +$439K +6,319 +2%
Janney Montgomery Scott
20
Janney Montgomery Scott
Pennsylvania
$16.1M +$3.79M +54,547 +31%
CWM
21
Cranbrook Wealth Management
Michigan
$14.8M -$534K -7,682 -3%
OCM
22
One Capital Management
California
$14.1M -$104K -1,491 -0.7%
MA
23
MUFG Americas
New York
$13M +$551K +7,931 +4%
Envestnet Asset Management
24
Envestnet Asset Management
Illinois
$12.9M -$192K -2,768 -1%
Royal Bank of Canada
25
Royal Bank of Canada
Ontario, Canada
$12.8M -$11.9K -171 -0.1%
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