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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
SFA
476
Sequoia Financial Advisors
Ohio
$331K +$3.13K +36 +0.9%
AIA
477
Arcadia Investment Advisors
Idaho
$329K
BFA
478
Beacon Financial Advisory
Ohio
$328K -$26.6K -306 -7%
MIC
479
Means Investment Company
Maine
$327K -$27.2K -313 -7%
LWAM
480
Legacy Wealth Asset Management
Minnesota
$327K +$128K +1,474 +57%
SI
481
Stephens Inc
Arkansas
$325K -$97.7K -1,125 -22%
CFG
482
Citizens Financial Group
Rhode Island
$325K
YIH
483
Y-Intercept (HK)
Hong Kong
$324K +$349K +4,022 New
GIA
484
Gladstone Institutional Advisory
Florida
$321K -$48.9K -563 -12%
ACA
485
Aspire Capital Advisors
Washington
$321K +$10.2K +117 +3%
LA
486
LexAurum Advisors
Kansas
$319K +$4.78K +55 +1%
MG
487
Mather Group
Illinois
$317K -$1.31M -15,031 -79%
CIBC World Market
488
CIBC World Market
Ontario, Canada
$317K +$342K +3,939 New
AWM
489
Alterna Wealth Management
Texas
$316K -$6.95K -80 -2%
TCM
490
TD Capital Management
Tennessee
$313K +$3.13K +36 +0.9%
CFO
491
CVA Family Office
Colorado
$312K -$29.4K -338 -8%
MSA
492
Marino Stram & Associates
Massachusetts
$312K -$7.82K -90 -2%
LAS
493
Lloyd Advisory Services
Georgia
$308K -$1.22K -14 -0.4%
KFGK
494
Keystone Financial Group (Kentucky)
Kentucky
$306K -$34.8K -401 -10%
VFA
495
Valeo Financial Advisors
Indiana
$306K +$89.4K +1,029 +37%
C
496
CEDRUS
Colorado
$305K -$237K -2,733 -42%
VWM
497
Vigilare Wealth Management
Arizona
$301K +$1.3K +15 +0.4%
AL
498
Aspiriant LLC
California
$301K +$137K +1,573 +73%
FTS
499
Fifth Third Securities
Ohio
$300K +$324K +3,732 New
CA
500
Claro Advisors
Massachusetts
$298K +$30.3K +349 +10%

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.