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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
HCMT
401
Highland Capital Management (Tennessee)
Tennessee
$451K -$6.81K -67 -1%
DSA
402
Droms Strauss Advisors
Missouri
$450K -$3.46K -34 -0.8%
SS
403
Sunbelt Securities
Texas
$449K +$117K +1,152 +35%
RRC
404
Relaxing Retirement Coach
Massachusetts
$446K -$79.4K -781 -15%
OPS
405
Orion Portfolio Solutions
Nebraska
$429K +$233K +2,287 +115%
JIP
406
Jaffetilchin Investment Partners
Florida
$427K +$4.37K +43 +1%
ELI
407
Empire Life Investments
Ontario, Canada
$422K +$427K +4,200 New
RFN
408
RDA Financial Network
Iowa
$421K -$7.02K -69 -2%
CFO
409
CVA Family Office
Colorado
$420K +$51.9K +510 +14%
FHC
410
First Heartland Consultants
Missouri
$419K -$30.5K -300 -7%
LNC
411
Lincoln National Corp
Pennsylvania
$419K -$1.32K -13 -0.3%
LFG
412
Larson Financial Group
Missouri
$419K +$245K +2,405 +136%
LF
413
Lantz Financial
Illinois
$415K +$204K +2,007 +95%
GIA
414
Gladstone Institutional Advisory
Florida
$406K +$8.24K +81 +2%
SI
415
Stephens Inc
Arkansas
$405K
TCMP
416
Thrive Capital Management (Pennsylvania)
Pennsylvania
$404K -$69.9K -687 -15%
22CM
417
20/20 Capital Management
California
$404K -$49.2K -484 -11%
BWA
418
Burt Wealth Advisors
Maryland
$402K
LCM
419
Leisure Capital Management
California
$402K
Fisher Asset Management
420
Fisher Asset Management
Washington
$402K +$59.7K +587 +17%
MIC
421
Means Investment Company
Maine
$392K +$4.78K +47 +1%
TA
422
Trellis Advisors
Washington
$391K
GLLW
423
Graves Light Lenhart Wealth
Virginia
$388K +$18.9K +186 +5%
IWM
424
IHT Wealth Management
Illinois
$386K -$107K -1,052 -22%
F
425
F3Logic
Minnesota
$386K -$80.8K -795 -17%

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.