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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
MOS
501
MGO One Seven
Ohio
$220K -$55.1K -542 -20%
PP
502
Prosperity Planning
Missouri
$218K -$75.1K -739 -25%
AL
503
Aspiriant LLC
California
$218K
MI
504
Moneywise Inc
Virginia
$214K
NCM
505
Neumann Capital Management
California
$213K
WFC
506
Western Financial Corp
California
$212K -$24.7K -243 -10%
LWM
507
Lyell Wealth Management
California
$211K -$35.6K -350 -14%
GFS
508
GYL Financial Synergies
Connecticut
$211K
TCM
509
Tufton Capital Management
Maryland
$210K
BOTW
510
Bank of the West
California
$209K
LAS
511
Lloyd Advisory Services
Georgia
$208K -$1.32K -13 -0.6%
SWP
512
Stratos Wealth Partners
Ohio
$207K -$20.1K -198 -9%
PA
513
Parallel Advisors
California
$205K
CAN
514
Claraphi Advisory Network
United States
$204K +$207K +2,033 New
CC
515
Courier Capital
New York
$201K -$5.8K -57 -3%
BHBT
516
Burke & Herbert Bank & Trust
Virginia
$201K -$4.27K -42 -2%
DWP
517
Destiny Wealth Partners
Florida
$174K -$5.39K -53 -3%
First Manhattan
518
First Manhattan
New York
$167K
MPCG
519
Matrix Private Capital Group
New York
$158K +$4.58K +45 +3%
FFA
520
Founders Financial Alliance
North Carolina
$153K -$124K -1,224 -45%
AWM
521
Avior Wealth Management
Nebraska
$152K +$145K +1,423 +1,514%
ADIM
522
Alpha DNA Investment Management
Maryland
$149K -$10.5K -103 -6%
GRP
523
Global Retirement Partners
California
$141K -$22.1K -217 -13%
WB
524
Webster Bank
Connecticut
$139K +$24.9K +245 +22%
BA
525
Bellwether Advisors
Nebraska
$138K

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.