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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
GWS
526
Glassman Wealth Services
Virginia
$133K +$10.7K +105 +9%
TAM
527
Tucker Asset Management
Colorado
$131K -$30.4K -299 -19%
RIM
528
Rockbridge Investment Management
New York
$129K
MFT
529
Moisand Fitzgerald Tamayo
Florida
$120K
VNA
530
Valley National Advisers
Pennsylvania
$119K
HFA
531
Hoover Financial Advisors
Pennsylvania
$116K +$2.03K +20 +2%
AL
532
ADE LLC
Maryland
$110K
RBC
533
Roble Belko & Company
Pennsylvania
$100K
FFC
534
First Financial Corp
Indiana
$97K
LCM
535
Logan Capital Management
Pennsylvania
$97K +$98.2K +966 New
LIA
536
LS Investment Advisors
Michigan
$90K
WT
537
Whittier Trust
California
$90K
LGWM
538
Litman Gregory Wealth Management
California
$90K +$91.5K +900 New
IBOK
539
Independence Bank of Kentucky
Kentucky
$87K
BAMG
540
Brand Asset Management Group
Missouri
$86K -$79.7K -784 -48%
RDFA
541
Ritter Daniher Financial Advisory
Ohio
$85K
BCWM
542
Bartlett & Co Wealth Management
Ohio
$84.2K
BC
543
Bartlett & Co
Ohio
$84K
BW
544
Bison Wealth
Georgia
$81K
EVM
545
Eaton Vance Management
Massachusetts
$79K +$79.5K +782 New
CCM
546
Cribstone Capital Management
Maine
$72K
FA
547
Fortis Advisors
Pennsylvania
$72K +$72.4K +712 New
PB
548
Pinnacle Bancorp
Nebraska
$71K
SSB
549
Sandy Spring Bank
Maryland
$68K
BWP
550
Baldwin Wealth Partners
Massachusetts
$67K

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.