iShares MSCI EAFE Growth ETF
288 hedge funds and large institutions have $2.29B invested in iShares MSCI EAFE Growth ETF in 2018 Q2 according to their latest regulatory filings, with 36 funds opening new positions, 88 increasing their positions, 86 reducing their positions, and 28 closing their positions.
29% more first-time investments, than exits
New positions opened: 36 | Existing positions closed: 28
1% more funds holding
Funds holding: 285 → 288 (+3)
2% more repeat investments, than reductions
Existing positions increased: 88 | Existing positions reduced: 86
4% less capital invested
Capital invested by funds: $2.38B → $2.29B (-$90.2M)
2.58% less ownership
Funds ownership: 67.13% → 64.56% (-2.6%)
17% less funds holding in top 10
Funds holding in top 10: 12 → 10 (-2)
100% less call options, than puts
Call options by funds: $0 | Put options by funds: $362K
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Jane Street
New York
|
+$26.7M |
| 2 |
Goldman Sachs
New York
|
+$22.9M |
| 3 |
Fidelity Investments
Boston,
Massachusetts
|
+$19.4M |
| 4 |
Jones Financial Companies
Des Peres,
Missouri
|
+$12.8M |
| 5 |
CWM
Cornerstone Wealth Management
St. Peters,
Missouri
|
+$12.5M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AssetMark Inc
Concord,
California
|
-$116M |
| 2 |
X
Xponance
Philadelphia,
Pennsylvania
|
-$11.6M |
| 3 |
Wells Fargo
San Francisco,
California
|
-$11.2M |
| 4 |
OCM
One Capital Management
Westlake Village,
California
|
-$10.9M |
| 5 |
HPWM
Highland Private Wealth Management
Bellevue,
Washington
|
-$5.8M |
EFG Hedge Fund Activity: Q2 2018 in Review
288 of the 4,368 institutional investors tracked by Wall St. Rank reported a position in iShares MSCI EAFE Growth ETF (EFG) for Q2 2018, worth a combined $2.29B — down 3.8% from $2.38B a quarter earlier.
Buyers outnumbered sellers: 36 funds opened new EFG positions and 28 closed out — a net gain of 8 holders — while 88 added to existing stakes and 86 trimmed.
The largest buyer was Jane Street, opening a new position worth an estimated $26.7M. The largest seller was AssetMark Inc, cutting an estimated $116M.
- 288 institutional investors held iShares MSCI EAFE Growth ETF (EFG) as of Q2 2018, up from 285 in Q1 2018.
- Funds reported $2.29B of iShares MSCI EAFE Growth ETF stock for Q2 2018, down 3.8% quarter-over-quarter.
- 36 funds opened new iShares MSCI EAFE Growth ETF positions in Q2 2018 and 28 closed out, a net change of +8 holders.
- The largest iShares MSCI EAFE Growth ETF buyer in Q2 2018 was Jane Street, an estimated $26.7M added.
- The largest iShares MSCI EAFE Growth ETF seller in Q2 2018 was AssetMark Inc, an estimated $116M sold.
Based on aggregated 13F filings for Q2 2018.