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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
VWA
326
Visionary Wealth Advisors
Illinois
$938K -$256K -2,946 -20%
WMS
327
Wealth Management Solutions
Pennsylvania
$931K -$2.48M -28,531 -71%
MWM
328
Mission Wealth Management
California
$926K -$627K -7,222 -39%
SF
329
Synovus Financial
Georgia
$922K +$88.5K +1,019 +10%
GFPC
330
Global Financial Private Client
Florida
$913K -$267K -3,077 -21%
CF
331
Centaurus Financial
California
$902K -$352K -4,049 -27%
STA
332
Summit Trail Advisors
New York
$901K +$273K +3,148 +39%
EWA
333
EP Wealth Advisors
California
$897K -$3.4M -39,159 -78%
IFWM
334
Institute for Wealth Management
Colorado
$892K +$77.9K +897 +9%
BCM
335
BTC Capital Management
Iowa
$887K
PA
336
Pinnacle Associates
New York
$873K
1IA
337
1834 Investment Advisors
Wisconsin
$858K -$10.2K -118 -1%
APP
338
Avantax Planning Partners
Iowa
$847K
TWM
339
Tanglewood Wealth Management
Texas
$839K +$905K +10,420 New
PTC
340
Private Trust Company
Ohio
$835K +$901K +10,372 New
CPIG
341
Chicago Partners Investment Group
Illinois
$817K +$171K +1,966 +26%
AT
342
American Trust
Kentucky
$810K +$164K +1,883 +23%
WWM
343
Western Wealth Management
Colorado
$807K -$328K -3,777 -27%
AG
344
Ascent Group
Virginia
$804K +$117K +1,349 +17%
CFO
345
Collective Family Office
Pennsylvania
$793K
KOC
346
Koss-Olinger Consulting
Florida
$791K -$2.04M -23,491 -71%
SCM
347
SOL Capital Management
Maryland
$790K +$91.6K +1,055 +12%
Comerica Bank
348
Comerica Bank
Texas
$787K -$299K -3,440 -27%
VAS
349
Vestmark Advisory Solutions
Massachusetts
$786K -$71.2K -820 -8%
ANTB
350
AMG National Trust Bank
Colorado
$770K -$9.99K -115 -1%

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.