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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
SFA
426
Sequoia Financial Advisors
Ohio
$385K
FCI
427
Financial Counselors Inc
Kansas
$383K -$292K -2,873 -43%
TCM
428
TD Capital Management
Tennessee
$382K
SSWM
429
Smith Salley Wealth Management
North Carolina
$380K
BFG
430
Beacon Financial Group
Texas
$379K
LWANC
431
Laurel Wealth Advisors (North Carolina)
North Carolina
$377K +$32.7K +322 +9%
PFA
432
Pinnacle Family Advisors
Missouri
$374K +$37.4K +368 +11%
EAM
433
Evanson Asset Management
California
$363K
ABC
434
Associated Banc-Corp
Wisconsin
$357K +$17K +167 +3%
UFA
435
US Financial Advisors
Massachusetts
$355K
TNA
436
True North Advisors
Texas
$352K +$357K +3,510 New
KPWS
437
Kestra Private Wealth Services
Texas
$348K -$3.97K -39 -1%
BWM
438
Baystate Wealth Management
Massachusetts
$345K +$213K +2,093 +157%
CI
439
CX Institutional
Indiana
$344K -$2.42M -23,758 -87%
PIA
440
Perennial Investment Advisors
California
$342K -$16.7K -164 -5%
GSEP
441
Golden State Equity Partners
California
$341K +$345K +3,393 New
BHTS
442
Bar Harbor Trust Services
Maine
$337K -$10.3K -101 -3%
MBT
443
Montecito Bank & Trust
California
$325K -$178K -1,749 -35%
MG
444
Mather Group
Illinois
$319K +$323K +3,176 New
CA
445
Cortland Associates
Missouri
$316K
LNWWM
446
Laird Norton Wetherby Wealth Management
California
$316K
TA
447
TrueWealth Advisors
Alabama
$316K +$308K +3,032 New
WLIM
448
White Lighthouse Investment Management
Massachusetts
$311K -$3.05K -30 -1%
OC
449
Oakworth Capital
Alabama
$304K -$10.1K -99 -3%
RM
450
Resource Management
Louisiana
$301K

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.