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iShares MSCI EAFE Growth ETF
EFG

Overview Fund Activity

266 hedge funds and large institutions have $2.45B invested in iShares MSCI EAFE Growth ETF in 2017 Q4 according to their latest regulatory filings, with 44 funds opening new positions, 103 increasing their positions, 63 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
266
Holders Change
+19
Holders Change %
+7.69%
% of All Funds
6.04%
Holding in Top 10
12
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+20%
% of All Funds
0.27%
New
44
Increased
103
Reduced
63
Closed
22
Calls
$283K
Puts
–
Net Calls
+$283K
Net Calls Change
+$956K

Top Buyers

1
AssetMark Inc
AssetMark Inc
California
$46.2M
2
Fidelity Investments
Fidelity Investments
Massachusetts
$260M
3
SS
Simplicity Solutions
Minnesota
$17.1M
4
Citadel Advisors
Citadel Advisors
Florida
$17M
5
Bank of Montreal
Bank of Montreal
Ontario, Canada
$67.5M

Top Sellers

1
BFG
Barber Financial Group
Kansas
$0
2
LMIM
Lockheed Martin Investment Management
Maryland
$10.2M
3
Jane Street
Jane Street
New York
$7.8M
4
MA
MUFG Americas
New York
$16.7M
5
HNB
Huntington National Bank
Ohio
$2.34M
Name Holding Trade Value Shares
Change 		Shares
Change %
Jones Financial Companies
1
Jones Financial Companies
Missouri
$287M +$5.16M +63,943 +2%
Fidelity Investments
2
Fidelity Investments
Massachusetts
$260M +$29.6M +367,087 +13%
RIG
3
RiverFront Investment Group
Virginia
$224M +$2.36M +29,211 +1%
Wells Fargo
4
Wells Fargo
California
$203M -$1.2M -14,900 -0.6%
Bank of America
5
Bank of America
North Carolina
$177M +$12.6M +156,078 +8%
PNC Financial Services Group
6
PNC Financial Services Group
Pennsylvania
$101M +$1.6M +19,793 +2%
RJA
7
Raymond James & Associates
Florida
$99.6M +$5.34M +66,121 +6%
M&T Bank
8
M&T Bank
New York
$80.5M +$1.22M +15,121 +2%
US Bancorp
9
US Bancorp
Minnesota
$73.1M +$2.63M +32,551 +4%
Bank of Montreal
10
Bank of Montreal
Ontario, Canada
$67.5M +$15M +186,179 +29%
Morgan Stanley
11
Morgan Stanley
New York
$52.1M +$3.75M +46,492 +8%
AssetMark Inc
12
AssetMark Inc
California
$46.2M +$46.2M +572,102 New
CCT
13
Country Club Trust
Missouri
$39.9M +$1.04M +12,936 +3%
MOACM
14
Mutual of America Capital Management
New York
$39.8M +$1.32M +16,306 +3%
UBS Group
15
UBS Group
Switzerland
$36.9M +$2.92M +36,111 +9%
Janney Montgomery Scott
16
Janney Montgomery Scott
Pennsylvania
$23.4M +$204K +2,526 +0.9%
AII
17
AGF Investments Inc
Ontario, Canada
$22.1M -$246K -3,043 -1%
LFAS
18
Level Four Advisory Services
Texas
$21.7M +$839K +10,395 +4%
Ameriprise
19
Ameriprise
Minnesota
$21.5M +$2.71M +33,586 +14%
Royal Bank of Canada
20
Royal Bank of Canada
Ontario, Canada
$21.3M +$1.16M +14,406 +6%
Truist Financial
21
Truist Financial
North Carolina
$19.9M +$131K +1,626 +0.7%
OCM
22
One Capital Management
California
$18.2M +$103K +1,271 +0.6%
Bank of New York Mellon
23
Bank of New York Mellon
New York
$17.4M +$4.36M +54,055 +33%
AWM
24
AE Wealth Management
Kansas
$17.4M +$3.24M +40,181 +23%
SS
25
Simplicity Solutions
Minnesota
$17.1M +$17.1M +211,471 New
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