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iShares MSCI EAFE Growth ETF
EFG

Overview Fund Activity

247 hedge funds and large institutions have $2.14B invested in iShares MSCI EAFE Growth ETF in 2017 Q3 according to their latest regulatory filings, with 32 funds opening new positions, 93 increasing their positions, 57 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
247
Holders Change
+17
Holders Change %
+7.39%
% of All Funds
6.17%
Holding in Top 10
10
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+25%
% of All Funds
0.25%
New
32
Increased
93
Reduced
57
Closed
13
Calls
–
Puts
$673K
Net Calls
-$673K
Net Calls Change
+$215K

Top Buyers

1
Fidelity Investments
Fidelity Investments
Massachusetts
$220M
2
Bank of Montreal
Bank of Montreal
Ontario, Canada
$50.3M
3
LFAS
Level Four Advisory Services
Texas
$20M
4
X
Xponance
Pennsylvania
$12.1M
5
BFG
Barber Financial Group
Kansas
$9.81M

Top Sellers

1
Jane Street
Jane Street
New York
$10.6M
2
Wells Fargo
Wells Fargo
California
$196M
3
SS
Simplicity Solutions
Minnesota
$0
4
HNB
Huntington National Bank
Ohio
$2.35M
5
Janus Henderson Group
Janus Henderson Group
United Kingdom
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
Jones Financial Companies
1
Jones Financial Companies
Missouri
$270M +$5.33M +68,822 +2%
Fidelity Investments
2
Fidelity Investments
Massachusetts
$220M +$29.9M +386,521 +16%
RIG
3
RiverFront Investment Group
Virginia
$212M +$1.3M +16,847 +0.6%
Wells Fargo
4
Wells Fargo
California
$196M -$15.3M -198,005 -7%
Bank of America
5
Bank of America
North Carolina
$158M +$5.99M +77,338 +4%
PNC Financial Services Group
6
PNC Financial Services Group
Pennsylvania
$95.5M +$1.13M +14,646 +1%
RJA
7
Raymond James & Associates
Florida
$90.4M +$494K +6,386 +0.5%
M&T Bank
8
M&T Bank
New York
$76M -$1.93M -24,989 -2%
US Bancorp
9
US Bancorp
Minnesota
$67.6M +$4.02M +51,921 +6%
Bank of Montreal
10
Bank of Montreal
Ontario, Canada
$50.3M +$23.2M +300,271 +86%
Morgan Stanley
11
Morgan Stanley
New York
$46.3M -$548K -7,085 -1%
CCT
12
Country Club Trust
Missouri
$37.3M +$270K +3,493 +0.7%
MOACM
13
Mutual of America Capital Management
New York
$36.8M +$251K +3,239 +0.7%
UBS Group
14
UBS Group
Switzerland
$32.6M +$1.74M +22,483 +6%
Janney Montgomery Scott
15
Janney Montgomery Scott
Pennsylvania
$22.2M +$1.42M +18,340 +7%
AII
16
AGF Investments Inc
Ontario, Canada
$21.4M +$2.39M +30,914 +13%
LFAS
17
Level Four Advisory Services
Texas
$20M +$19.8M +255,508 +7,484%
Royal Bank of Canada
18
Royal Bank of Canada
Ontario, Canada
$19.3M +$2.79M +36,010 +17%
Truist Financial
19
Truist Financial
North Carolina
$18.9M -$972K -12,558 -5%
MA
20
MUFG Americas
New York
$18.3M +$3.65M +47,206 +25%
Ameriprise
21
Ameriprise
Minnesota
$18M +$4.98M +64,365 +38%
OCM
22
One Capital Management
California
$17.4M +$800K +10,331 +5%
LMIM
23
Lockheed Martin Investment Management
Maryland
$15.3M -$509K -6,573 -3%
Northwestern Mutual Wealth Management
24
Northwestern Mutual Wealth Management
Wisconsin
$14.2M +$863K +11,150 +6%
CWM
25
Cranbrook Wealth Management
Michigan
$14.1M -$1.07M -13,856 -7%
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