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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
SFG
451
Sage Financial Group
Pennsylvania
$403K +$435K +5,008 New
WS
452
Wedbush Securities
California
$399K +$18.4K +212 +4%
DW
453
Domani Wealth
Pennsylvania
$396K -$1.37M -15,732 -76%
NSIM
454
North Star Investment Management
Illinois
$396K +$10.9K +125 +3%
LWP
455
Lumature Wealth Partners
Georgia
$395K +$1.04K +12 +0.2%
ABC
456
Associated Banc-Corp
Wisconsin
$394K -$18.1K -209 -4%
FCA
457
FinTrust Capital Advisors
South Carolina
$393K -$203K -2,335 -33%
IFG
458
Independent Financial Group
California
$390K -$41.2K -474 -9%
GFS
459
GYL Financial Synergies
Connecticut
$387K +$184K +2,123 +79%
LI
460
LMCG Investments
Massachusetts
$385K +$92.1K +1,061 +29%
V
461
Veritable
Delaware
$382K
FCFC
462
First Citizens Financial Corp
Iowa
$381K -$47K -541 -10%
SWP
463
Stratos Wealth Partners
Ohio
$377K +$101K +1,168 +33%
IGWM
464
ICA Group Wealth Management
Colorado
$372K +$55.5K +639 +17%
AFG
465
Allegheny Financial Group
Pennsylvania
$364K +$392K +4,519 New
HCMT
466
Highland Capital Management (Tennessee)
Tennessee
$360K +$695 +8 +0.2%
MSFS
467
Main Street Financial Solutions
Pennsylvania
$358K -$37.8K -435 -9%
Fisher Asset Management
468
Fisher Asset Management
Washington
$358K -$3.39K -39 -0.9%
FHC
469
First Heartland Consultants
Missouri
$357K +$386K +4,447 New
KA
470
Kovack Advisors
Florida
$356K -$237K -2,726 -38%
AIM
471
Athena Investment Management
California
$349K +$377K +4,337 New
Betterment LLC
472
Betterment LLC
New York
$347K +$375K +4,314 New
JIP
473
Jaffetilchin Investment Partners
Florida
$346K +$1.56K +18 +0.4%
TAM
474
Tocqueville Asset Management
New York
$333K
UB
475
UMB Bank
Missouri
$331K +$2.78K +32 +0.8%

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.