iShares MSCI EAFE Growth ETF
485 hedge funds and large institutions have $7.35B invested in iShares MSCI EAFE Growth ETF in 2020 Q3 according to their latest regulatory filings, with 65 funds opening new positions, 192 increasing their positions, 145 reducing their positions, and 18 closing their positions.
261% more first-time investments, than exits
New positions opened: 65 | Existing positions closed: 18
32% more repeat investments, than reductions
Existing positions increased: 192 | Existing positions reduced: 145
18% more funds holding in top 10
Funds holding in top 10: 34 → 40 (+6)
15% more capital invested
Capital invested by funds: $6.42B → $7.35B (+$931M)
9% more funds holding
Funds holding: 445 → 485 (+40)
1.86% less ownership
Funds ownership: 86.56% → 84.7% (-1.9%)
95% less call options, than puts
Call options by funds: $413K | Put options by funds: $8.5M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Envestnet Asset Management
Chicago,
Illinois
|
+$131M |
| 2 |
Bank of America
Charlotte,
North Carolina
|
+$51.5M |
| 3 |
IDA
Intelligence Driven Advisers
Carlsbad,
California
|
+$32.6M |
| 4 |
Thrivent Financial for Lutherans
Minneapolis,
Minnesota
|
+$29.9M |
| 5 |
5L
55I LLC
Boston,
Massachusetts
|
+$29.7M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Jones Financial Companies
Des Peres,
Missouri
|
-$25.8M |
| 2 |
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
-$22.1M |
| 3 |
AWM
AE Wealth Management
Topeka,
Kansas
|
-$15.3M |
| 4 |
SS
Simplicity Solutions
Minneapolis,
Minnesota
|
-$13.8M |
| 5 |
TIA
Traphagen Investment Advisors
Oradell,
New Jersey
|
-$8.74M |
EFG Hedge Fund Activity: Q3 2020 in Review
485 of the 4,956 institutional investors tracked by Wall St. Rank reported a position in iShares MSCI EAFE Growth ETF (EFG) for Q3 2020, worth a combined $7.35B — up 15% from $6.42B a quarter earlier.
Buyers outnumbered sellers: 65 funds opened new EFG positions and 18 closed out — a net gain of 47 holders — while 192 added to existing stakes and 145 trimmed.
The largest buyer was Envestnet Asset Management, adding an estimated $131M. The largest seller was Jones Financial Companies, cutting an estimated $25.8M.
- 485 institutional investors held iShares MSCI EAFE Growth ETF (EFG) as of Q3 2020, up from 445 in Q2 2020.
- Funds reported $7.35B of iShares MSCI EAFE Growth ETF stock for Q3 2020, up 15% quarter-over-quarter.
- 65 funds opened new iShares MSCI EAFE Growth ETF positions in Q3 2020 and 18 closed out, a net change of +47 holders.
- The largest iShares MSCI EAFE Growth ETF buyer in Q3 2020 was Envestnet Asset Management, an estimated $131M added.
- The largest iShares MSCI EAFE Growth ETF seller in Q3 2020 was Jones Financial Companies, an estimated $25.8M sold.
Based on aggregated 13F filings for Q3 2020.