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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
FAIM
276
Financial Advocates Investment Management
Washington
$1.47M +$1.04M +10,242 +233%
TNBTD
277
Trustmark National Bank Trust Department
Mississippi
$1.46M
BAIA
278
Bel Air Investment Advisors
California
$1.44M +$1.46M +14,371 New
SAM
279
Strategy Asset Managers
California
$1.42M +$474K +4,662 +49%
LWP
280
Legacy Wealth Planning
Nevada
$1.39M -$612K -6,021 -30%
PAM
281
Palisade Asset Management
Minnesota
$1.38M
EP
282
Eudaimonia Partners
Tennessee
$1.37M -$76.4K -751 -5%
SFP
283
Sterling Financial Planning
New Jersey
$1.35M +$366K +3,598 +37%
CA
284
CGN Advisors
Kansas
$1.34M +$141K +1,386 +12%
DY
285
Dowling & Yahnke
California
$1.34M -$234K -2,301 -15%
JIR
286
James Investment Research
Ohio
$1.33M -$283K -2,779 -17%
PP
287
Palladium Partners
Virginia
$1.32M
IA
288
IFP Advisors
Florida
$1.31M -$1.63M -16,024 -55%
A
289
AdvicePeriod
California
$1.31M -$25.6K -252 -2%
CDH
290
Charles D. Hyman
$1.29M
OPWM
291
Oxinas Partners Wealth Management
Indiana
$1.29M +$36.2K +356 +3%
AWE
292
Avidian Wealth Enterprises
Texas
$1.21M -$188K -1,851 -13%
Franklin Resources
293
Franklin Resources
California
$1.2M +$103K +1,010 +9%
VC
294
Veracity Capital
Georgia
$1.18M -$134K -1,314 -10%
FFA
295
Fragasso Financial Advisors
Pennsylvania
$1.17M -$103K -1,012 -8%
VAS
296
Vestmark Advisory Solutions
Massachusetts
$1.15M -$77K -757 -6%
SIA
297
Stegner Investment Associates
Kentucky
$1.13M -$49K -482 -4%
BCM
298
BTC Capital Management
Iowa
$1.11M
SSWM
299
Sheets Smith Wealth Management
North Carolina
$1.09M -$2.39M -23,474 -68%
PA
300
Pinnacle Associates
New York
$1.09M -$4.17K -41 -0.4%

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.