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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
HF
526
HRT Financial
New York
$263K +$284K +3,270 New
CCM
527
Covington Capital Management
California
$258K
WCF
528
West Coast Financial
California
$256K -$227K -2,612 -45%
LNWWM
529
Laird Norton Wetherby Wealth Management
California
$253K
MIH
530
Meitav Investment House
Israel
$251K
KIG
531
Kowal Investment Group
Wisconsin
$250K +$50K +576 +23%
ECG
532
Edge Capital Group
Georgia
$249K +$269K +3,093 New
OFS
533
Oldfather Financial Services
Nebraska
$244K
WLIM
534
White Lighthouse Investment Management
Massachusetts
$242K +$782 +9 +0.3%
RC
535
RegentAtlantic Capital
New Jersey
$241K +$695 +8 +0.3%
FFM
536
Forum Financial Management
Illinois
$240K -$23.4K -269 -8%
CA
537
Cortland Associates
Missouri
$240K
SAMC
538
Spectrum Asset Management (California)
California
$239K -$1.06M -12,251 -80%
OC
539
Oakworth Capital
Alabama
$239K
APW
540
Atlantic Private Wealth
North Carolina
$238K
PFS
541
Prospera Financial Services
Texas
$236K -$1.76M -20,314 -87%
TA
542
TrueWealth Advisors
Alabama
$236K -$255K -2,935 -50%
PFWA
543
Paces Ferry Wealth Advisors
Georgia
$234K +$252K +2,907 New
ONB
544
Old National Bancorp
Indiana
$231K +$249K +2,870 New
HPM
545
Hudson Portfolio Management
New York
$230K -$12.6K -145 -5%
CA
546
Continuum Advisory
Idaho
$228K
WB
547
WesBanco Bank
West Virginia
$227K
Luther King Capital Management (LKCM)
548
Luther King Capital Management (LKCM)
Texas
$226K
ACM
549
Absolute Capital Management
Pennsylvania
$221K +$38.3K +441 +19%
ACP
550
Aveo Capital Partners
Colorado
$216K +$8.94K +103 +4%

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.