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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
PCG
351
Private Capital Group
Connecticut
$718K -$1.03M -10,080 -59%
SCM
352
SOL Capital Management
Maryland
$709K -$20.3K -200 -3%
AF
353
Alerus Financial
North Dakota
$709K
SBH
354
Segall Bryant & Hamill
Illinois
$695K +$40.5K +398 +6%
CFA
355
Cahill Financial Advisors
Minnesota
$690K +$698K +6,865 New
KA
356
Kovack Advisors
Florida
$673K -$68.4K -673 -9%
LWP
357
Lumature Wealth Partners
Georgia
$658K -$363K -3,572 -35%
GPA
358
Guidance Point Advisors
Massachusetts
$655K
FAT
359
First American Trust
California
$631K +$639K +6,283 New
LWCFA
360
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$626K -$321K -3,153 -34%
LA
361
LexAurum Advisors
Kansas
$618K -$69.9K -687 -10%
PAMG
362
Patton Albertson Miller Group
Tennessee
$607K +$31.4K +309 +5%
QPWM
363
Quadrant Private Wealth Management
Pennsylvania
$603K +$95.5K +939 +19%
GCM
364
Gables Capital Management
Florida
$600K
CP
365
Capital Planning
Washington
$595K +$79.1K +778 +15%
RCAG
366
Rehmann Capital Advisory Group
Michigan
$592K +$28.4K +279 +5%
VWM
367
Vigilare Wealth Management
Arizona
$588K -$649K -6,379 -52%
SW
368
SVB Wealth
Massachusetts
$586K +$138K +1,355 +30%
NWA
369
Navis Wealth Advisors
New York
$583K
WCF
370
West Coast Financial
California
$581K
CL
371
CPWM LLC
Washington
$578K +$407 +4 +0.1%
OFG
372
OmniStar Financial Group
North Carolina
$571K -$827K -8,136 -59%
BHIA
373
Birch Hill Investment Advisors
Massachusetts
$570K
CPC
374
Cookson Peirce & Co
Pennsylvania
$562K +$5.19K +51 +0.9%
MSFS
375
Main Street Financial Solutions
Pennsylvania
$560K -$1.02K -10 -0.2%

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.