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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
FCFC
476
First Citizens Financial Corp
Iowa
$253K +$256K +2,518 New
NAM
477
NTV Asset Management
West Virginia
$251K
WI
478
WrapManager Inc
California
$251K +$4.27K +42 +2%
SC
479
Schoolcraft Capital
Colorado
$248K +$251K +2,470 New
RMC
480
Regis Management Company
California
$248K +$251K +2,465 New
GIA
481
GHP Investment Advisors
Colorado
$248K +$251K +2,470 New
BWA
482
BDO Wealth Advisors
Florida
$247K -$22.9K -225 -8%
LNB
483
Ledyard National Bank
$246K
RFC
484
Regions Financial Corp
Alabama
$246K +$249K +2,453 New
CGL
485
Clarius Group LLC
Washington
$245K
CRWM
486
Castle Rock Wealth Management
California
$242K +$233K +2,289 New
Financial Engines Advisors
487
Financial Engines Advisors
California
$240K -$52.3K -514 -18%
Bessemer Group
488
Bessemer Group
New Jersey
$239K
FANJ
489
Financial Architects (New Jersey)
New Jersey
$238K +$241K +2,367 New
MSA
490
Marino Stram & Associates
Massachusetts
$238K +$241K +2,370 New
FIM
491
Freedom Investment Management
Connecticut
$235K +$14.8K +146 +7%
Fifth Third Bancorp
492
Fifth Third Bancorp
Ohio
$230K -$10.2M -99,866 -98%
DW
493
Domani Wealth
Pennsylvania
$230K -$915 -9 -0.4%
CBT
494
Capital Bank & Trust
California
$228K +$231K +2,270 New
SEEDPG
495
S.E.E.D. Planning Group
New York
$227K +$229K +2,255 New
HAS
496
HBW Advisory Services
California
$227K +$230K +2,257 New
SAM
497
Summit Asset Management
Tennessee
$226K
AFP
498
Ausdal Financial Partners
Iowa
$225K +$18.3K +180 +9%
Bank of Montreal
499
Bank of Montreal
Ontario, Canada
$222K -$25.5M -251,100 -99%
SF
500
Synovus Financial
Georgia
$221K -$98K -964 -30%

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.