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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
RG
551
Retirement Group
California
$67K
MPWT
552
MassMutual Private Wealth & Trust
Connecticut
$65K -$237K -2,330 -78%
PO
553
Private Ocean
California
$59K +$60.1K +591 New
AIM
554
Anchor Investment Management
South Carolina
$56.6K
WT
555
Washington Trust
Rhode Island
$50K -$87.9K -864 -63%
SL
556
Savior LLC
Massachusetts
$50K -$4.78K -47 -9%
BAM
557
Barrett Asset Management
New York
$49K
HWM
558
HighMark Wealth Management
Minnesota
$49K
JFA
559
JNBA Financial Advisors
Minnesota
$48K
BA
560
Ballast Advisors
Minnesota
$45K
GI
561
Gradient Investments
Minnesota
$43K +$27.4K +269 +166%
CAC
562
Certified Advisory Corp
Florida
$42K +$42.3K +416 New
BCPWM
563
Bradley & Co Private Wealth Management
Florida
$42K +$42.9K +422 New
BSG
564
Black Swift Group
Colorado
$41K +$41.5K +408 New
COCM
565
Charter Oak Capital Management
New Hampshire
$40K
AF
566
Allworth Financial
California
$36K +$25.2K +248 +218%
SCA
567
Stonebridge Capital Advisors
Minnesota
$36K +$36.7K +361 New
HI
568
Hudock Inc
Pennsylvania
$32K -$5.9K -58 -15%
IFAM
569
Institutional & Family Asset Management
Colorado
$31K -$22.2K -218 -41%
EWM
570
Endurance Wealth Management
Rhode Island
$31K
EW
571
Emerson Wealth
Michigan
$31K +$31.6K +311 New
AIC
572
Archer Investment Corporation
Indiana
$26.6K
OIA
573
Optimum Investment Advisors
Illinois
$25K
RTC
574
Riverview Trust Company
Washington
$25K
1WM
575
1900 Wealth Management
Texas
$21.9K -$1.01M -9,973 -4%

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.