iShares MSCI EAFE Growth ETF
629 hedge funds and large institutions have $10.5B invested in iShares MSCI EAFE Growth ETF in 2021 Q3 according to their latest regulatory filings, with 49 funds opening new positions, 311 increasing their positions, 132 reducing their positions, and 26 closing their positions.
136% more repeat investments, than reductions
Existing positions increased: 311 | Existing positions reduced: 132
88% more first-time investments, than exits
New positions opened: 49 | Existing positions closed: 26
18% more capital invested
Capital invested by funds: $8.84B → $10.5B (+$1.62B)
13% more funds holding in top 10
Funds holding in top 10: 54 → 61 (+7)
2% more funds holding
Funds holding: 615 → 629 (+14)
1.49% more ownership
Funds ownership: 83.62% → 85.11% (+1.5%)
87% less call options, than puts
Call options by funds: $202K | Put options by funds: $1.52M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Envestnet Asset Management
Chicago,
Illinois
|
+$693M |
| 2 |
LPL Financial
San Diego,
California
|
+$170M |
| 3 |
BlackRock
New York
|
+$129M |
| 4 |
Morgan Stanley
New York
|
+$86.2M |
| 5 |
Bank of America
Charlotte,
North Carolina
|
+$79.5M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
KFS
Kelly Financial Services
Braintree,
Massachusetts
|
-$54.7M |
| 2 |
RIG
RiverFront Investment Group
Richmond,
Virginia
|
-$53M |
| 3 |
Citadel Advisors
Miami,
Florida
|
-$50.2M |
| 4 |
TAIM
TD Ameritrade Investment Management
Omaha,
Nebraska
|
-$10.5M |
| 5 |
KIM
Karpus Investment Management
Pittsford,
New York
|
-$8.56M |
EFG Hedge Fund Activity: Q3 2021 in Review
629 of the 5,712 institutional investors tracked by Wall St. Rank reported a position in iShares MSCI EAFE Growth ETF (EFG) for Q3 2021, worth a combined $10.5B — up 18% from $8.84B a quarter earlier.
Buyers outnumbered sellers: 49 funds opened new EFG positions and 26 closed out — a net gain of 23 holders — while 311 added to existing stakes and 132 trimmed.
The largest buyer was Envestnet Asset Management, adding an estimated $693M. The largest seller was Kelly Financial Services, cutting an estimated $54.7M.
- 629 institutional investors held iShares MSCI EAFE Growth ETF (EFG) as of Q3 2021, up from 615 in Q2 2021.
- Funds reported $10.5B of iShares MSCI EAFE Growth ETF stock for Q3 2021, up 18% quarter-over-quarter.
- 49 funds opened new iShares MSCI EAFE Growth ETF positions in Q3 2021 and 26 closed out, a net change of +23 holders.
- The largest iShares MSCI EAFE Growth ETF buyer in Q3 2021 was Envestnet Asset Management, an estimated $693M added.
- The largest iShares MSCI EAFE Growth ETF seller in Q3 2021 was Kelly Financial Services, an estimated $54.7M sold.
Based on aggregated 13F filings for Q3 2021.