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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
CFS
551
CRA Financial Services
New Jersey
$209K -$12.9K -148 -5%
RF
552
RHS Financial
California
$209K +$29.2K +336 +15%
PIA
553
Perennial Investment Advisors
California
$208K -$2.43K -28 -1%
LNB
554
Ledyard National Bank
$207K -$4.34K -50 -2%
WF
555
Wayfinding Financial
Washington
$207K +$13.7K +158 +7%
TI
556
Trexquant Investment
Connecticut
$206K +$222K +2,555 New
OGF
557
Orin Green Financial
California
$205K
LC
558
Lindbrook Capital
California
$204K
MIM
559
Miller Investment Management
Pennsylvania
$204K
CPO
560
Cerity Partners OCIO
New York
$204K +$220K +2,537 New
MBT
561
Montecito Bank & Trust
California
$202K -$12.9K -149 -6%
CGL
562
Clarius Group LLC
Washington
$202K
B
563
Bridgeworth
Alabama
$201K -$2K -23 -0.9%
Bessemer Group
564
Bessemer Group
New Jersey
$192K
PA
565
Parallel Advisors
California
$170K -$66.9K -770 -27%
Fifth Third Bancorp
566
Fifth Third Bancorp
Ohio
$169K +$26.7K +308 +17%
CT
567
Cambridge Trust
Massachusetts
$165K -$12.2K -140 -6%
SIS
568
Sound Income Strategies
Florida
$161K -$12.6K -145 -7%
RDFA
569
Ritter Daniher Financial Advisory
Ohio
$160K +$99.2K +1,142 +134%
SWM
570
Selective Wealth Management
Virginia
$152K -$8.25K -95 -5%
JWA
571
JFS Wealth Advisors
Pennsylvania
$151K
FP
572
Financial Perspectives
Minnesota
$141K -$53K -610 -26%
VVP
573
Venture Visionary Partners
Ohio
$114K +$123K +1,414 New
BWA
574
BDO Wealth Advisors
Florida
$111K -$434 -5 -0.4%
MPCG
575
Matrix Private Capital Group
New York
$108K -$20.4K -235 -15%

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.