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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
CSPIA
251
Cary Street Partners Investment Advisory
Virginia
$1.81M +$321K +3,155 +21%
CC
252
Copperleaf Capital
North Carolina
$1.8M -$979K -9,624 -35%
AAS
253
Avantax Advisory Services
Texas
$1.79M -$559K -5,502 -24%
JWCA
254
J.W. Cole Advisors
Florida
$1.79M +$367K +3,614 +25%
1IA
255
1834 Investment Advisors
Wisconsin
$1.79M -$1.23M -12,137 -41%
SFG
256
StrategIQ Financial Group
Indiana
$1.77M +$306K +3,009 +21%
FMTC
257
Farmers & Merchants Trust Company
California
$1.75M
AF
258
Affiance Financial
Minnesota
$1.69M -$146K -1,434 -8%
T. Rowe Price Associates
259
T. Rowe Price Associates
Maryland
$1.69M
Brown Advisory
260
Brown Advisory
Maryland
$1.68M +$219K +2,152 +15%
GWM
261
Geneos Wealth Management
Colorado
$1.68M -$15.8K -155 -1%
PA
262
PFG Advisors
Arizona
$1.62M +$454K +4,466 +38%
AAM
263
Autus Asset Management
Arizona
$1.6M -$3.05K -30 -0.2%
HWMA
264
Heritage Wealth Management (Arizona)
Arizona
$1.57M +$1.59M +15,624 New
PPP
265
Private Portfolio Partners
New Jersey
$1.56M -$287K -2,824 -15%
AWA
266
Arete Wealth Advisors
Illinois
$1.56M +$1.22M +12,021 +343%
WA
267
Wealth Alliance
New York
$1.54M +$691K +6,799 +80%
PFA
268
Professional Financial Advisors
Nebraska
$1.53M +$1.5M +14,742 +2,750%
BFEC
269
Benjamin F. Edwards & Company
Missouri
$1.52M +$309K +3,034 +25%
LFAS
270
Level Four Advisory Services
Texas
$1.52M +$179K +1,764 +13%
PFGIA
271
Patriot Financial Group Insurance Agency
Massachusetts
$1.52M -$80.8K -795 -5%
EWA
272
EP Wealth Advisors
California
$1.51M +$1.53M +15,070 New
WFM
273
Wolff Financial Management
Michigan
$1.5M +$115K +1,131 +8%
Lido Advisors
274
Lido Advisors
California
$1.5M +$120K +1,183 +9%
FC
275
Fulcrum Capital
Washington
$1.49M +$1.5M +14,797 New

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.