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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
AWM
26
AE Wealth Management
Kansas
$63.2M +$6.99M +68,705 +12%
Commonwealth Equity Services
27
Commonwealth Equity Services
Massachusetts
$62M -$2.16M -21,204 -3%
RJFSA
28
Raymond James Financial Services Advisors
Florida
$60.1M +$8.65M +85,026 +17%
M&T Bank
29
M&T Bank
New York
$58.3M -$5.59M -54,945 -9%
IWC
30
Integrated Wealth Concepts
Massachusetts
$57.5M +$3.32M +32,605 +6%
Truist Financial
31
Truist Financial
North Carolina
$53.9M -$39.9M -392,416 -42%
FWP
32
FAS Wealth Partners
Kansas
$51.7M +$1.57M +15,472 +3%
Jane Street
33
Jane Street
New York
$49.8M +$46.6M +457,931 +1,209%
RJA
34
Raymond James & Associates
Florida
$49.7M -$14.1M -138,278 -22%
RWP
35
RWA Wealth Partners
Massachusetts
$46.9M +$4.35M +42,771 +10%
Royal Bank of Canada
36
Royal Bank of Canada
Ontario, Canada
$42.9M +$5.7M +56,032 +15%
CCT
37
Country Club Trust
Missouri
$37.2M -$13.7M -134,491 -27%
OMC
38
Old Mission Capital
Illinois
$35.2M +$34.6M +340,747 +3,482%
FSWA
39
Financial Synergies Wealth Advisors
Texas
$34.8M +$1.13M +11,139 +3%
WP
40
WealthSource Partners
California
$34.4M -$1.75M -17,191 -5%
BFPW
41
BOK Financial Private Wealth
Colorado
$33.2M -$340K -3,340 -1%
IDA
42
Intelligence Driven Advisers
California
$33.1M +$935K +9,191 +3%
BF
43
BOK Financial
Oklahoma
$31.2M -$455K -4,479 -1%
Mariner
44
Mariner
Kansas
$29.2M +$7.74M +76,099 +35%
Stifel Financial
45
Stifel Financial
Missouri
$26.6M -$1.58M -15,520 -6%
KAS
46
Kestra Advisory Services
Texas
$25.8M +$9.26M +91,016 +55%
BAAM
47
Baker Avenue Asset Management
California
$23.5M +$271K +2,662 +1%
Citadel Advisors
48
Citadel Advisors
Florida
$23.1M -$6.43M -63,186 -22%
Cambridge Investment Research Advisors
49
Cambridge Investment Research Advisors
Iowa
$22.8M +$1.03M +10,106 +5%
TAIM
50
TD Ameritrade Investment Management
Nebraska
$21.3M

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.