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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
PSB
601
Piscataqua Savings Bank
New Hampshire
$5K +$4.58K +45 New
MWM
602
Mascoma Wealth Management
New Hampshire
$5K +$5.08K +50 New
LWA
603
Lenox Wealth Advisors
New York
$5K +$5.29K +52 New
CA
604
Clearstead Advisors
Ohio
$2K
AWM
605
Accel Wealth Management
Iowa
$2K +$2.03K +20 New
NFSG
606
Newbridge Financial Services Group
Florida
$2K +$2.34K +23 New
GG
607
Gleason Group
Kentucky
$1K -$1.02K -10 -67%
FRA
608
Front Row Advisors
California
$1K
MA
609
Montag & Associates
Georgia
$1K +$915 +9 New
MA
610
MBA Advisors
Pennsylvania
$777 +$786K +7,732 New
MIH
611
Meitav Investment House
Israel
$313
BBHC
612
Brown Brothers Harriman & Co
New York
$30 +$30.3K +298 New
BFG
613
Berger Financial Group
Minnesota
-$6.41M -63,510 Closed
FI
614
FormulaFolio Investments
Michigan
-$6.22M -61,626 Closed
FMP
615
Financial Management Professionals
Texas
-$5.62M -55,640 Closed
DSN
616
D. Scott Neal
Kentucky
-$5.61M -55,585 Closed
RIA
617
Regal Investment Advisors
Michigan
-$3.55M -35,202 Closed
GM
618
GeoWealth Management
Illinois
-$3.45M -34,203 Closed
Macquarie Group
619
Macquarie Group
Australia
-$2.65M -26,230 Closed
FTUS
620
Flow Traders U.S.
New York
-$1.78M -17,609 Closed
Neuberger Berman Group
621
Neuberger Berman Group
New York
-$1.71M -16,991 Closed
Fiera Capital (Canada)
622
Fiera Capital (Canada)
Quebec, Canada
-$1.16M -11,468 Closed
ATPW
623
Ashton Thomas Private Wealth
Arizona
-$621K -6,151 Closed
VAG
624
VisionPoint Advisory Group
Texas
-$556K -5,507 Closed
4WM
625
4J Wealth Management
Virginia
-$419K -4,155 Closed

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.