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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
WIA
301
World Investment Advisors
California
$1.17M +$313K +3,599 +36%
MBTD
302
Mechanics Bank - Trust Department
California
$1.17M -$651K -7,491 -34%
HTC
303
Haverford Trust Company
Pennsylvania
$1.15M -$25.3K -291 -2%
BFEC
304
Benjamin F. Edwards & Company
Missouri
$1.15M +$73K +841 +6%
PWA
305
Pillar Wealth Advisors
Pennsylvania
$1.14M -$586K -6,750 -32%
SAM
306
Strategic Asset Management
Minnesota
$1.13M -$4.17K -48 -0.3%
AO
307
Advisor OS
Illinois
$1.12M +$1.21M +13,891 New
PAM
308
Palisade Asset Management
Minnesota
$1.09M
DY
309
Dowling & Yahnke
California
$1.09M +$6.6K +76 +0.6%
EP
310
Eudaimonia Partners
Tennessee
$1.07M +$433K +4,989 +60%
AF
311
Affiance Financial
Minnesota
$1.07M -$10.2K -117 -0.9%
FBB
312
Fulton Breakefield Broenniman
Maryland
$1.05M -$2K -23 -0.2%
BG
313
Benedetti & Gucer
Georgia
$1.05M +$64.4K +742 +6%
CDH
314
Charles D. Hyman
$1.05M +$60.8K +700 +4%
SPI
315
Sutton Place Investors
New York
$1.02M -$81.1K -934 -7%
RIG
316
RiverFront Investment Group
Virginia
$1.01M -$4.32M -49,696 -80%
UAS
317
United Asset Strategies
New York
$1.01M +$49.3K +568 +5%
GRP
318
Global Retirement Partners
California
$1.01M +$260K +2,998 +31%
CPA
319
Cardiff Park Advisors
California
$1M -$20.3K -234 -2%
RCM
320
Raleigh Capital Management
North Carolina
$977K -$28.2K -325 -3%
GW
321
GW & Wade
Massachusetts
$962K +$280K +3,227 +37%
APC
322
Aspire Private Capital
North Carolina
$959K +$11K +127 +1%
CFG
323
Cooper Financial Group
California
$954K -$10.6K -122 -1%
AWA
324
Arkadios Wealth Advisors
Georgia
$953K +$1.03M +11,843 New
IA
325
IFG Advisory
Georgia
$950K -$346K -3,986 -25%

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.