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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
RWB
576
RMR Wealth Builders
New Jersey
$20K
MAM
577
Meeder Asset Management
Ohio
$18K
IWP
578
IAG Wealth Partners
Wisconsin
$17K
ACA
579
Aptus Capital Advisors
Alabama
$15K -$1.93K -19 -11%
RFA
580
Reilly Financial Advisors
California
$15K
AWM
581
AllSquare Wealth Management
New York
$14K
BL
582
Balentine LLC
Georgia
$14K
SN
583
Sittner & Nelson
Oregon
$13K +$13K +128 New
CFFP
584
Center for Financial Planning
Michigan
$13K +$13.1K +129 New
AP
585
Atwood & Palmer
Missouri
$12K -$29.4K -289 -71%
ADL
586
Asset Dedication LLC
California
$11K
BBPWM
587
Blue Bell Private Wealth Management
Pennsylvania
$10K
CBT
588
CoreFirst Bank & Trust
Kansas
$9K
LDFR
589
Lehman & Derafelo Financial Resources
Pennsylvania
$9K
S
590
SignatureFD
Georgia
$8K -$19.4K -191 -72%
HCP
591
Hexagon Capital Partners
Arkansas
$8K -$2.24K -22 -21%
SSC
592
Syverson Strege & Co
Iowa
$8K -$1.02K -10 -11%
TRCT
593
Tower Research Capital (TRC)
New York
$7K -$18.9K -186 -72%
CAAS
594
Capital Asset Advisory Services
Michigan
$6K
FBT
595
First Bank & Trust
South Dakota
$6K
SQA
596
Simon Quick Advisors
New Jersey
$6K
TAM
597
Townsend Asset Management
North Carolina
$6K
CIAS
598
Capital Investment Advisory Services
North Carolina
$5K
EW
599
Element Wealth
Mississippi
$5K
MCC
600
Money Concepts Capital
Florida
$5K +$2.95K +29 +171%

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.