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iShares MSCI EAFE Growth ETF

699 hedge funds and large institutions have $6.79B invested in iShares MSCI EAFE Growth ETF in 2022 Q2 according to their latest regulatory filings, with 70 funds opening new positions, 262 increasing their positions, 265 reducing their positions, and 77 closing their positions.

New
Increased
Maintained
Reduced
Closed

1% less repeat investments, than reductions

Existing positions increased: 262 | Existing positions reduced: 265

9% less first-time investments, than exits

New positions opened: 70 | Existing positions closed: 77

3% less funds holding

Funds holding: 718699 (-19)

3% less funds holding in top 10

Funds holding in top 10: 5856 (-2)

10.82% less ownership

Funds ownership: 95.98%85.15% (-11%)

15% less capital invested

Capital invested by funds: $7.99B → $6.79B (-$1.2B)

Holders
699
Holders Change
-19
Holders Change %
-2.65%
% of All Funds
11.78%
Holding in Top 10
56
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-3.45%
% of All Funds
0.94%
New
70
Increased
262
Reduced
265
Closed
77
Calls
$1.61M
Puts
Net Calls
+$1.61M
Net Calls Change
-$46.2M
Name Holding Trade Value Shares
Change
Change in
Stake
TWM
226
Tradition Wealth Management
Minnesota
$2.21M +$35.9K +413 +2%
AWE
227
Avidian Wealth Enterprises
Texas
$2.15M +$227K +2,616 +11%
MA
228
Mutual Advisors
Nebraska
$2.14M -$75.7K -872 -3%
VWM
229
Venturi Wealth Management
Texas
$2.13M +$648K +7,458 +39%
HSBC Holdings
230
HSBC Holdings
United Kingdom
$2.06M -$156K -1,800 -7%
CFS
231
Cannon Financial Strategists
Georgia
$2.06M -$23.6K -272 -1%
MHR
232
Matthew Hamilton Rosenberg
$2.06M +$45.9K +528 +2%
SPC
233
Sigma Planning Corp
Michigan
$1.99M -$1.96M -22,607 -48%
T
234
TRUADVICE
Florida
$1.96M +$631K +7,271 +48%
CIC
235
Carnegie Investment Counsel
Ohio
$1.96M -$112K -1,291 -5%
AWM
236
Apollon Wealth Management
South Carolina
$1.96M +$243K +2,797 +13%
WA
237
Wambolt & Associates
Colorado
$1.95M -$33.8K -389 -2%
JWCA
238
J.W. Cole Advisors
Florida
$1.94M -$136K -1,564 -6%
AWA
239
Arete Wealth Advisors
Illinois
$1.93M -$142K -1,637 -6%
MCM
240
MV Capital Management
Maryland
$1.89M -$1.96M -22,524 -49%
TA
241
Trellis Advisors
Washington
$1.89M +$403K +4,636 +25%
LNC
242
Lincoln National Corp
Pennsylvania
$1.88M +$1.21M +13,977 +150%
OMC
243
Old Mission Capital
Illinois
$1.86M -$588K -6,769 -23%
FT
244
Fiduciary Trust
Massachusetts
$1.86M -$608K -6,996 -23%
WEG
245
World Equity Group
Illinois
$1.85M +$669K +7,705 +50%
VW
246
Vance Wealth
California
$1.85M +$285K +3,286 +17%
RWIA
247
Roger Wittlin Investment Advisory
California
$1.85M +$15.2K +175 +0.8%
IFS
248
Ifrah Financial Services
Arkansas
$1.85M -$19.6K -226 -1%
FFA
249
Fragasso Financial Advisors
Pennsylvania
$1.84M +$528K +6,079 +36%
LWP
250
Legacy Wealth Planning
Nevada
$1.79M -$5.12K -59 -0.3%

EFG Hedge Fund Activity: Q2 2022 in Review

699 of the 5,936 institutional investors tracked by Wall St. Rank reported a position in iShares MSCI EAFE Growth ETF (EFG) for Q2 2022, worth a combined $6.79B — down 15% from $7.99B a quarter earlier.

Sellers outnumbered buyers: 77 funds closed out of EFG and 70 opened new positions — a net loss of 7 holders — while 265 trimmed existing stakes and 262 added.

The largest buyer was Jones Financial Companies, adding an estimated $125M. The largest seller was CFS Investment Advisory Services, cutting an estimated $1.08B.

  • 699 institutional investors held iShares MSCI EAFE Growth ETF (EFG) as of Q2 2022, down from 718 in Q1 2022.
  • Funds reported $6.79B of iShares MSCI EAFE Growth ETF stock for Q2 2022, down 15% quarter-over-quarter.
  • 70 funds opened new iShares MSCI EAFE Growth ETF positions in Q2 2022 and 77 closed out, a net change of -7 holders.
  • The largest iShares MSCI EAFE Growth ETF buyer in Q2 2022 was Jones Financial Companies, an estimated $125M added.
  • The largest iShares MSCI EAFE Growth ETF seller in Q2 2022 was CFS Investment Advisory Services, an estimated $1.08B sold.

Based on aggregated 13F filings for Q2 2022.