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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
DAS
376
Dynamic Advisor Solutions
Arizona
$540K -$12.2K -120 -2%
OC
377
Oppenheimer & Co
New York
$539K -$1.32K -13 -0.2%
FPGK
378
Financial Partners Group (Kansas)
Kansas
$536K +$38.6K +380 +8%
GSWM
379
Golden State Wealth Management
California
$525K -$290K -2,852 -35%
TI
380
Trexquant Investment
Connecticut
$520K +$527K +5,179 New
FA
381
FDx Advisors
Illinois
$514K -$1.46M -14,359 -74%
AIC
382
Ameritas Investment Company
Nebraska
$509K +$515K +5,067 New
MC
383
Middleton & Co
Massachusetts
$506K -$73.7K -725 -13%
APWM
384
Atlas Private Wealth Management
New York
$505K +$183K +1,796 +56%
AIA
385
Arcadia Investment Advisors
Idaho
$494K -$86.8K -854 -15%
AA
386
Argent Advisors
Louisiana
$489K +$3.25K +32 +0.7%
BRC
387
BHF RG Capital
Arizona
$488K -$784K -7,709 -61%
CFG
388
Citizens Financial Group
Rhode Island
$486K -$8.95K -88 -2%
GW
389
GW & Wade
Massachusetts
$483K +$281K +2,763 +135%
Cerity Partners
390
Cerity Partners
New York
$483K +$488K +4,803 New
TAM
391
Tocqueville Asset Management
New York
$480K
LA
392
Latitude Advisors
Florida
$475K -$12.5K -123 -3%
BMCM
393
Bryn Mawr Capital Management
Pennsylvania
$473K +$6.51K +64 +1%
BFA
394
Beacon Financial Advisory
Ohio
$470K +$36.1K +355 +8%
LWP
395
Laurel Wealth Planning
Minnesota
$470K +$277K +2,728 +140%
KFS
396
Kelly Financial Services
Massachusetts
$468K +$193K +1,900 +69%
CAL
397
Capital Analysts LLC
Pennsylvania
$465K -$67K -659 -12%
SMA
398
Sage Mountain Advisors
Georgia
$464K +$470K +4,620 New
SDWMA
399
Schneider Downs Wealth Management Advisors
Pennsylvania
$462K
CAM
400
Cresset Asset Management
Illinois
$460K +$9.76K +96 +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.