We are live on ! Find out more
EFG icon

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
Rockefeller Capital Management
326
Rockefeller Capital Management
New York
$879K +$136K +1,333 +18%
IF
327
Intrua Financial
Texas
$857K +$822K +8,088 New
GFPC
328
Global Financial Private Client
Florida
$856K +$288K +2,833 +51%
MFG
329
Merit Financial Group
Georgia
$846K +$856K +8,421 New
EK
330
Evensky & Katz
Florida
$843K -$51.3K -504 -6%
KWM
331
Kingsview Wealth Management
Oregon
$833K -$12.7K -125 -2%
WAP
332
Wealthcare Advisory Partners
Pennsylvania
$830K
APC
333
Aspire Private Capital
North Carolina
$819K +$261K +2,571 +46%
WS
334
Wedbush Securities
California
$812K -$21K -207 -2%
CPFP
335
Clear Perspectives Financial Planning
Ohio
$810K -$48.9K -481 -6%
FCA
336
FinTrust Capital Advisors
South Carolina
$807K -$110K -1,085 -12%
AWA
337
Arkadios Wealth Advisors
Georgia
$806K -$10.4K -102 -1%
HIM
338
Hanlon Investment Management
New Jersey
$802K -$154K -1,514 -16%
GMA
339
Goldstein Munger & Associates
California
$796K
SG
340
StoneX Group
New York
$792K +$75.8K +745 +10%
CWM
341
Cornerstone Wealth Management
Missouri
$780K -$1.22M -11,952 -61%
BC
342
Burleson & Co
California
$775K -$414K -4,073 -35%
MW
343
Marcum Wealth
Ohio
$763K +$773K +7,600 New
KM
344
Kalos Management
Georgia
$760K -$20.3K -200 -3%
CPIG
345
Chicago Partners Investment Group
Illinois
$759K +$725K +7,128 New
UAS
346
United Asset Strategies
New York
$755K +$86.5K +851 +13%
TPWA
347
TRUE Private Wealth Advisors
Oregon
$735K -$439K -4,316 -37%
V
348
Veritable
Delaware
$730K
ASBI
349
American State Bank (Iowa)
Iowa
$723K
Principal Financial Group
350
Principal Financial Group
Iowa
$722K -$49.2K -484 -6%

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.