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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
WB
576
Webster Bank
Connecticut
$107K
BA
577
Bellwether Advisors
Nebraska
$101K
TFS
578
TrustCore Financial Services
Tennessee
$99K +$107K +1,230 New
LWP
579
Laurel Wealth Planning
Minnesota
$98K -$325K -3,741 -75%
GWS
580
Glassman Wealth Services
Virginia
$98K
MFT
581
Moisand Fitzgerald Tamayo
Florida
$97K
VNA
582
Valley National Advisers
Pennsylvania
$96K
LCM
583
Logan Capital Management
Pennsylvania
$94K +$7.64K +88 +8%
FFA
584
Founders Financial Alliance
North Carolina
$93K -$72.4K -834 -42%
CWP
585
Concord Wealth Partners
Virginia
$83K +$3.13K +36 +4%
IF
586
Integrity Financial
Wyoming
$83K +$29K +334 +48%
AWM
587
Angeles Wealth Management
California
$78K
WT
588
Whittier Trust
California
$72K
BC
589
Burleson & Co
California
$71K -$57.1K -657 -43%
DWP
590
Destiny Wealth Partners
Florida
$70K -$32.7K -377 -30%
FFC
591
First Financial Corp
Indiana
$68K -$40.2K -463 -36%
FA
592
Fortis Advisors
Pennsylvania
$66K +$3.39K +39 +5%
SWM
593
SeaCrest Wealth Management
New York
$66K +$70.9K +816 New
ATC
594
Adirondack Trust Company
New York
$62K
LWCFA
595
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$60K +$65K +749 New
BONH
596
Bank of New Hampshire
New Hampshire
$57K
PB
597
Pinnacle Bancorp
Nebraska
$57K
MWM
598
Mascoma Wealth Management
New Hampshire
$57K +$57.5K +662 +1,324%
CCM
599
Cribstone Capital Management
Maine
$56K
MCC
600
Money Concepts Capital
Florida
$54K -$81.4K -937 -58%

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.