iShares MSCI EAFE Growth ETF
EFG
285 hedge funds and large institutions have $2.4B invested in iShares MSCI EAFE Growth ETF in 2018 Q1 according to their latest regulatory filings, with 40 funds opening new positions, 91 increasing their positions, 88 reducing their positions, and 19 closing their positions.
111% more first-time investments, than exits
New positions opened: 40 | Existing positions closed: 19
7% more funds holding
Funds holding: 266 → 285 (+19)
3% more repeat investments, than reductions
Existing positions increased: 91 | Existing positions reduced: 88
0% more funds holding in top 10
Funds holding in top 10: 12 → 12 (0)
2% less capital invested
Capital invested by funds: $2.45B → $2.4B (-$51.8M)
1.06% less ownership
Funds ownership: 68.2% → 67.13% (-1.1%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AssetMark Inc
Concord,
California
|
+$69.9M |
| 2 |
Fidelity Investments
Boston,
Massachusetts
|
+$24.7M |
| 3 |
RWP
RWA Wealth Partners
Newton,
Massachusetts
|
+$7.31M |
| 4 |
Jones Financial Companies
Des Peres,
Missouri
|
+$7.1M |
| 5 |
HPWM
Highland Private Wealth Management
Bellevue,
Washington
|
+$5.9M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
RIG
RiverFront Investment Group
Richmond,
Virginia
|
-$95.3M |
| 2 |
RJA
Raymond James & Associates
St Petersburg,
Florida
|
-$36.9M |
| 3 |
Citadel Advisors
Miami,
Florida
|
-$17M |
| 4 |
Jane Street
New York
|
-$7.8M |
| 5 |
Janney Montgomery Scott
Philadelphia,
Pennsylvania
|
-$7.67M |
EFG Hedge Fund Activity: Q1 2018 in Review
285 of the 4,373 institutional investors tracked by Wall St. Rank reported a position in iShares MSCI EAFE Growth ETF (EFG) for Q1 2018, worth a combined $2.4B — down 2.1% from $2.45B a quarter earlier.
Buyers outnumbered sellers: 40 funds opened new EFG positions and 19 closed out — a net gain of 21 holders — while 91 added to existing stakes and 88 trimmed.
The largest buyer was AssetMark Inc, adding an estimated $69.9M. The largest seller was RiverFront Investment Group, cutting an estimated $95.3M.
- 285 institutional investors held iShares MSCI EAFE Growth ETF (EFG) as of Q1 2018, up from 266 in Q4 2017.
- Funds reported $2.4B of iShares MSCI EAFE Growth ETF stock for Q1 2018, down 2.1% quarter-over-quarter.
- 40 funds opened new iShares MSCI EAFE Growth ETF positions in Q1 2018 and 19 closed out, a net change of +21 holders.
- The largest iShares MSCI EAFE Growth ETF buyer in Q1 2018 was AssetMark Inc, an estimated $69.9M added.
- The largest iShares MSCI EAFE Growth ETF seller in Q1 2018 was RiverFront Investment Group, an estimated $95.3M sold.
Based on aggregated 13F filings for Q1 2018.