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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
OFS
451
Oldfather Financial Services
Nebraska
$297K
JFGIW
452
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$297K +$300K +2,955 New
HTC
453
Haverford Trust Company
Pennsylvania
$296K -$19.1K -188 -6%
CSIC
454
Clifford Swan Investment Counsel
California
$296K
MC
455
Moors & Cabot
Massachusetts
$292K +$294K +2,894 New
RC
456
RegentAtlantic Capital
New Jersey
$291K
GCMG
457
Gyroscope Capital Management Group
Florida
$286K +$289K +2,843 New
WB
458
WesBanco Bank
West Virginia
$284K +$287K +2,823 New
FA
459
Fountainhead AM
New Jersey
$283K +$286K +2,817 New
ACM
460
Advisors Capital Management
New Jersey
$282K -$26.8K -264 -9%
3LCM
461
3D/L Capital Management
Connecticut
$281K +$284K +2,794 New
BWP
462
BSW Wealth Partners
Colorado
$280K -$189K -1,855 -40%
KFGK
463
Keystone Financial Group (Kentucky)
Kentucky
$280K +$284K +2,792 New
Kayne Anderson Rudnick Investment Management
464
Kayne Anderson Rudnick Investment Management
California
$278K -$1.81M -17,770 -87%
CFS
465
CRA Financial Services
New Jersey
$276K +$4.58K +45 +2%
DC
466
Davenport & Co
Virginia
$275K +$6.81K +67 +3%
Wealth Enhancement Advisory Services
467
Wealth Enhancement Advisory Services
Minnesota
$275K +$272K +2,676 New
9WM
468
9258 Wealth Management
Ohio
$271K
KFS
469
Kaizen Financial Strategies
California
$269K -$219K -2,151 -45%
OIA
470
OneDigital Investment Advisors
Kansas
$263K +$266K +2,615 New
LWAM
471
Legacy Wealth Asset Management
Minnesota
$260K
DMC
472
Drexel Morgan & Co
Pennsylvania
$257K
OGF
473
Orin Green Financial
California
$257K
AA
474
Ancora Advisors
Ohio
$256K -$53.9K -530 -17%
TC
475
TownSquare Capital
Utah
$256K -$8.44K -83 -3%

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.