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iShares MSCI EAFE Growth ETF

613 hedge funds and large institutions have $8.08B invested in iShares MSCI EAFE Growth ETF in 2021 Q1 according to their latest regulatory filings, with 78 funds opening new positions, 193 increasing their positions, 229 reducing their positions, and 38 closing their positions.

New
Increased
Maintained
Reduced
Closed

105% more first-time investments, than exits

New positions opened: 78 | Existing positions closed: 38

6% more funds holding

Funds holding: 581613 (+32)

3.45% less ownership

Funds ownership: 85.86%82.41% (-3.5%)

6% less capital invested

Capital invested by funds: $8.56B → $8.08B (-$471M)

8% less funds holding in top 10

Funds holding in top 10: 5349 (-4)

16% less repeat investments, than reductions

Existing positions increased: 193 | Existing positions reduced: 229

100% less call options, than puts

Call options by funds: $0 | Put options by funds: $492K

Holders
613
Holders Change
+32
Holders Change %
+5.51%
% of All Funds
10.76%
Holding in Top 10
49
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-7.55%
% of All Funds
0.86%
New
78
Increased
193
Reduced
229
Closed
38
Calls
Puts
$492K
Net Calls
-$492K
Net Calls Change
+$84K
Name Holding Trade Value Shares
Change
Change in
Stake
SWA
226
Stratos Wealth Advisors
Ohio
$2.36M +$594K +5,841 +33%
SS
227
Simplicity Solutions
Minnesota
$2.31M -$52.1M -512,183 -96%
TC
228
Telemus Capital
Michigan
$2.29M -$110K -1,081 -5%
IFS
229
Ifrah Financial Services
Arkansas
$2.26M -$1.66M -16,343 -42%
IWS
230
Insight Wealth Strategies
California
$2.26M +$840K +8,263 +58%
CF
231
Centaurus Financial
California
$2.24M +$204K +2,003 +10%
KOMWMG
232
Kerntke Otto McGlone Wealth Management Group
Wisconsin
$2.23M +$171K +1,679 +8%
MAFM
233
Mid Atlantic Financial Management
Pennsylvania
$2.18M -$412K -4,054 -16%
TPCW
234
TD Private Client Wealth
New York
$2.15M -$53.6K -527 -2%
FHA
235
First Horizon Advisors
Tennessee
$2.13M +$1.9M +18,724 +738%
MBTD
236
Mechanics Bank - Trust Department
California
$2.1M +$2.12M +20,897 New
TNB
237
TCF National Bank
South Dakota
$2.08M -$202K -1,987 -9%
CCFM
238
Clear Creek Financial Management
Washington
$2.07M -$4.78M -46,978 -71%
CAS
239
Cascadia Advisory Services
Oregon
$2.06M +$2.08M +20,457 New
CAM
240
Concorde Asset Management
Michigan
$2.02M -$3.25M -31,986 -61%
SFA
241
Seneca Financial Advisors
New York
$2.01M +$25.8K +254 +1%
HNB
242
Huntington National Bank
Ohio
$1.98M
BAM
243
Belpointe Asset Management
Nevada
$1.95M +$334K +3,280 +20%
FPF
244
First Pacific Financial
Washington
$1.9M -$43.8K -431 -2%
Koshinski Asset Management
245
Koshinski Asset Management
Illinois
$1.89M -$542K -5,334 -22%
MWM
246
Mission Wealth Management
California
$1.88M +$70.5K +693 +4%
HFA
247
HC Financial Advisors
California
$1.88M -$151K -1,482 -7%
BTWM
248
Baker Tilly Wealth Management
Wisconsin
$1.87M -$37.3K -367 -2%
SWM
249
SigFig Wealth Management
California
$1.86M +$205K +2,020 +12%
RC
250
Rinet Company
Massachusetts
$1.86M

EFG Hedge Fund Activity: Q1 2021 in Review

613 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in iShares MSCI EAFE Growth ETF (EFG) for Q1 2021, worth a combined $8.08B — down 5.5% from $8.56B a quarter earlier.

Buyers outnumbered sellers: 78 funds opened new EFG positions and 38 closed out — a net gain of 40 holders — while 193 added to existing stakes and 229 trimmed.

The largest buyer was Jane Street, adding an estimated $46.6M. The largest seller was Envestnet Asset Management, cutting an estimated $235M.

  • 613 institutional investors held iShares MSCI EAFE Growth ETF (EFG) as of Q1 2021, up from 581 in Q4 2020.
  • Funds reported $8.08B of iShares MSCI EAFE Growth ETF stock for Q1 2021, down 5.5% quarter-over-quarter.
  • 78 funds opened new iShares MSCI EAFE Growth ETF positions in Q1 2021 and 38 closed out, a net change of +40 holders.
  • The largest iShares MSCI EAFE Growth ETF buyer in Q1 2021 was Jane Street, an estimated $46.6M added.
  • The largest iShares MSCI EAFE Growth ETF seller in Q1 2021 was Envestnet Asset Management, an estimated $235M sold.

Based on aggregated 13F filings for Q1 2021.