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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
CCM
376
Coldstream Capital Management
Washington
$648K -$649K -7,478 -48%
PFG
377
Peterson Financial Group
Iowa
$645K +$22.7K +261 +3%
BCI
378
Brinker Capital Investments
Pennsylvania
$642K -$227K -2,618 -25%
TFA
379
Teamwork Financial Advisors
Texas
$641K -$283K -3,256 -29%
GMA
380
Goldstein Munger & Associates
California
$638K
TPWA
381
TRUE Private Wealth Advisors
Oregon
$636K +$13K +150 +2%
SBH
382
Segall Bryant & Hamill
Illinois
$634K +$14.8K +170 +2%
CAM
383
Cresset Asset Management
Illinois
$633K +$12.6K +145 +2%
WAP
384
Wealthcare Advisory Partners
Pennsylvania
$627K -$2.43K -28 -0.4%
OC
385
Oppenheimer & Co
New York
$625K -$6.43K -74 -0.9%
Koshinski Asset Management
386
Koshinski Asset Management
Illinois
$616K -$113K -1,303 -15%
NCM
387
NCM Capital Management
New Jersey
$609K
FPGK
388
Financial Partners Group (Kansas)
Kansas
$601K +$10.3K +119 +2%
SCFS
389
S.C. Financial Services
Arizona
$598K -$215K -2,472 -25%
IF
390
Intrua Financial
Texas
$594K -$96.4K -1,110 -13%
FNT
391
First National Trust
Pennsylvania
$593K -$1.56M -17,954 -71%
HS
392
Horan Securities
United States
$592K +$636K +7,320 New
GPA
393
Guidance Point Advisors
Massachusetts
$578K +$6.25K +72 +1%
QPWM
394
Quadrant Private Wealth Management
Pennsylvania
$577K +$48.3K +556 +8%
DAS
395
Dynamic Advisor Solutions
Arizona
$575K +$115K +1,327 +23%
TC
396
TAP Consulting
Missouri
$570K -$392K -4,519 -39%
AF
397
Alerus Financial
North Dakota
$568K
TP
398
Tranquility Partners
Tennessee
$557K +$601K +6,920 New
CCG
399
Cypress Capital Group
Florida
$552K +$16.5K +190 +3%
CI
400
Conning Inc
Connecticut
$550K +$129K +1,483 +28%

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.