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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
M&T Bank
26
M&T Bank
New York
$48.9M +$59.4M +684,107 +120%
RWP
27
RWA Wealth Partners
Massachusetts
$43.6M -$2.69M -30,981 -5%
Commonwealth Equity Services
28
Commonwealth Equity Services
Massachusetts
$38.3M -$5.15M -59,258 -11%
Northwestern Mutual Wealth Management
29
Northwestern Mutual Wealth Management
Wisconsin
$38.2M -$3.44M -39,559 -8%
Truist Financial
30
Truist Financial
North Carolina
$31.3M -$5.78M -66,561 -15%
WP
31
WealthSource Partners
California
$31.1M +$3.36M +38,657 +11%
DBT
32
Dubuque Bank & Trust
Iowa
$28.9M +$6.27M +72,190 +25%
FSWA
33
Financial Synergies Wealth Advisors
Texas
$28.1M -$5.25M -60,400 -15%
BF
34
BOK Financial
Oklahoma
$27.2M -$1.42M -16,320 -5%
CCB
35
Country Club Bank
Missouri
$26.5M -$2.03M -23,360 -7%
Royal Bank of Canada
36
Royal Bank of Canada
Ontario, Canada
$26.4M +$6.65M +76,605 +30%
JC
37
JB Capital
Connecticut
$26.4M +$2.41M +27,784 +9%
FTUS
38
Flow Traders U.S.
New York
$26.3M +$4.72M +54,306 +20%
BPA
39
Beacon Pointe Advisors
California
$24.8M -$5.45M -62,812 -17%
RJA
40
Raymond James & Associates
Florida
$24M +$7.19M +82,813 +38%
KAS
41
Kestra Advisory Services
Texas
$21.6M -$1.97M -22,642 -8%
QC
42
Quent Capital
New York
$21.2M +$2.18M +25,142 +11%
NA
43
NewEdge Advisors
Louisiana
$21M +$3.14M +36,112 +16%
Cambridge Investment Research Advisors
44
Cambridge Investment Research Advisors
Iowa
$20.5M -$604K -6,961 -3%
BFPW
45
BOK Financial Private Wealth
Colorado
$20.1M -$8.74M -100,655 -29%
Stifel Financial
46
Stifel Financial
Missouri
$20.1M -$213K -2,448 -1%
Mercer Global Advisors
47
Mercer Global Advisors
Colorado
$19.6M +$17.1M +196,860 +420%
NB
48
NBT Bank
New York
$19.1M +$2.36M +27,226 +13%
IDA
49
Intelligence Driven Advisers
California
$18.8M -$4.12M -47,480 -17%
BAAM
50
Baker Avenue Asset Management
California
$18.4M -$366K -4,212 -2%

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.