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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
CAG
301
Csenge Advisory Group
Florida
$1.09M +$1.06M +10,430 New
KOC
302
Koss-Olinger Consulting
Florida
$1.07M +$1.08M +10,615 New
CI
303
Conning Inc
Connecticut
$1.06M
IA
304
IFG Advisory
Georgia
$1.06M +$223K +2,197 +26%
BG
305
Benedetti & Gucer
Georgia
$1.05M +$1.07M +10,508 New
ANTB
306
AMG National Trust Bank
Colorado
$1.04M +$497K +4,890 +89%
IFWM
307
Institute for Wealth Management
Colorado
$1.03M +$7.53K +74 +0.7%
SCM
308
SCS Capital Management
Massachusetts
$1.02M +$508K +5,000 +96%
WIA
309
World Investment Advisors
California
$1.02M -$478K -4,700 -32%
HCA
310
Harbour Capital Advisors
Virginia
$1.01M
Comerica Bank
311
Comerica Bank
Texas
$1.01M +$89.7K +882 +10%
MFG
312
Magnus Financial Group
New York
$1M +$167K +1,644 +20%
MWC
313
MKD Wealth Coaches
Michigan
$1M -$12.7K -125 -1%
WWM
314
Western Wealth Management
Colorado
$988K -$132K -1,302 -12%
SP
315
Successful Portfolios
Florida
$962K +$2.24K +22 +0.2%
CIA
316
Choate Investment Advisors
Massachusetts
$961K +$42.2K +415 +5%
RW
317
Rede Wealth
Virginia
$959K +$108K +1,065 +13%
RF
318
Rollins Financial
Georgia
$956K +$31.7K +312 +3%
CFO
319
Collective Family Office
Pennsylvania
$952K -$404K -3,975 -30%
GIA
320
Goodwin Investment Advisory
Georgia
$948K -$48.5K -477 -5%
RJT
321
Raymond James Trust
Florida
$945K +$98.8K +972 +12%
IFG
322
Independent Financial Group
California
$941K +$222K +2,182 +30%
APP
323
Avantax Planning Partners
Iowa
$940K
FP
324
Financial Perspectives
Minnesota
$902K +$9.17M +90,176 +19,646%
KCA
325
Karn Couzens & Associates
Connecticut
$893K +$91.2K +897 +11%

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.