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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
OFG
351
OmniStar Financial Group
North Carolina
$756K -$10.9K -126 -1%
BWM
352
Baystate Wealth Management
Massachusetts
$748K +$183K +2,105 +29%
CIA
353
Choate Investment Advisors
Massachusetts
$743K -$53.8K -620 -6%
VCP
354
Verus Capital Partners
Arizona
$740K +$20.5K +236 +3%
SG
355
StoneX Group
New York
$739K -$202K -2,323 -20%
MLA
356
My Legacy Advisors
Oregon
$737K +$558K +6,430 +230%
CAG
357
Csenge Advisory Group
Florida
$736K -$497K -5,726 -39%
HCA
358
Harbour Capital Advisors
Virginia
$722K -$30.4K -350 -4%
CAL
359
Capital Analysts LLC
Pennsylvania
$719K +$435K +5,013 +128%
KFS
360
Kelly Financial Services
Massachusetts
$719K -$727K -8,370 -48%
SDWMA
361
Schneider Downs Wealth Management Advisors
Pennsylvania
$716K
ASBI
362
American State Bank (Iowa)
Iowa
$708K
Franklin Resources
363
Franklin Resources
California
$704K
Qube Research & Technologies (QRT)
364
Qube Research & Technologies (QRT)
United Kingdom
$698K +$498K +5,730 +195%
TC
365
TownSquare Capital
Utah
$695K -$223K -2,570 -23%
Brown Advisory
366
Brown Advisory
Maryland
$691K -$1.59M -18,261 -68%
HKIMG
367
Hutchens & Kramer Investment Management Group
Indiana
$683K -$42.5K -489 -5%
KWM
368
Kingsview Wealth Management
Oregon
$680K -$19.7K -227 -3%
APWM
369
Atlas Private Wealth Management
New York
$679K -$7.29K -84 -1%
SSWM
370
Sheets Smith Wealth Management
North Carolina
$674K -$42.8K -493 -6%
FA
371
FDx Advisors
Illinois
$663K +$111K +1,283 +18%
FFA
372
First Foundation Advisors
California
$659K +$523K +6,022 +278%
EK
373
Evensky & Katz
Florida
$657K +$6.34K +73 +0.9%
AWM
374
Aspire Wealth Management
Massachusetts
$650K -$125K -1,443 -15%
OFG
375
Oxford Financial Group
Indiana
$649K

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.