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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
TF
501
TIAA FSB
Florida
$297K +$321K +3,694 New
DC
502
Davenport & Co
Virginia
$293K -$336K -3,867 -52%
GLLW
503
Graves Light Lenhart Wealth
Virginia
$292K -$32.6K -375 -9%
HWM
504
HB Wealth Management
Georgia
$292K -$14.3K -165 -4%
EAM
505
Evanson Asset Management
California
$291K
KCM
506
Kathmere Capital Management
Pennsylvania
$288K +$310K +3,574 New
PFA
507
Pinnacle Family Advisors
Missouri
$287K -$65.2K -751 -17%
TSS
508
Two Sigma Securities
New York
$287K
USCWA
509
U.S. Capital Wealth Advisors
Texas
$287K +$114K +1,307 +58%
SSW
510
Stone Summit Wealth
Florida
$286K -$19K -219 -6%
WFC
511
Western Financial Corp
California
$285K +$4K +46 +1%
SSWM
512
Smith Salley Wealth Management
North Carolina
$284K -$22.1K -254 -7%
TNA
513
True North Advisors
Texas
$282K
VIA
514
Vident Investment Advisory
Georgia
$282K +$304K +3,496 New
NFC
515
Northeast Financial Consultants
Connecticut
$279K
MKC
516
M. Kraus & Co
Vermont
$277K
NL
517
Navalign LLC
California
$275K +$297K +3,420 New
SWA
518
Sightline Wealth Advisors
Connecticut
$272K +$3.3K +38 +0.9%
SMA
519
Sage Mountain Advisors
Georgia
$269K -$29.3K -337 -9%
AA
520
Argent Advisors
Louisiana
$269K +$21.7K +250 +8%
3LCM
521
3D/L Capital Management
Connecticut
$267K +$16.9K +195 +6%
CA
522
Cornerstone Advisory
Maryland
$267K +$288K +3,322 New
LWANC
523
Laurel Wealth Advisors (North Carolina)
North Carolina
$265K +$2.87K +33 +1%
SWM
524
Seaside Wealth Management
California
$265K +$264K +3,043 New
BA
525
Bristlecone Advisors
Washington
$265K +$285K +3,287 New

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.