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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
NFSG
601
Newbridge Financial Services Group
Florida
$54K -$3.56K -41 -6%
First Manhattan
602
First Manhattan
New York
$54K
SSB
603
Sandy Spring Bank
Maryland
$54K
TAM
604
Tucker Asset Management
Colorado
$51.4K -$28K -323 -34%
WTA
605
Washington Trust Advisors
Massachusetts
$50K
PP
606
PFS Partners
New Jersey
$50K +$87 +1 +0.2%
National Bank of Canada
607
National Bank of Canada
Quebec, Canada
$48K -$16.5K -190 -24%
CIBC Private Wealth Group
608
CIBC Private Wealth Group
Georgia
$48K
AssetMark Inc
609
AssetMark Inc
California
$46K +$49.6K +571 New
ACA
610
Aptus Capital Advisors
Alabama
$44K +$27.1K +312 +136%
LC
611
Legacy CG
Texas
$43K +$46.6K +537 New
HWM
612
HighMark Wealth Management
Minnesota
$42K +$174 +2 +0.4%
ZIG
613
Zullo Investment Group
Pennsylvania
$40K -$20.3K -234 -32%
JFA
614
JNBA Financial Advisors
Minnesota
$39K
GI
615
Gradient Investments
Minnesota
$37K +$1.91K +22 +5%
BA
616
Ballast Advisors
Minnesota
$36K
OIA
617
Optimum Investment Advisors
Illinois
$36K
M1FG
618
Mach-1 Financial Group
Arkansas
$36K +$39.9K +459 New
BCPWM
619
Bradley & Co Private Wealth Management
Florida
$34K
COCM
620
Charter Oak Capital Management
New Hampshire
$32K
HPC
621
HM Payson & Co
Maine
$32K +$34.7K +400 New
MPWT
622
MassMutual Private Wealth & Trust
Connecticut
$30K -$5.3K -61 -14%
AIM
623
Anchor Investment Management
South Carolina
$29.2K
CPFP
624
Clear Perspectives Financial Planning
Ohio
$29K -$116K -1,340 -79%
AWM
625
Avior Wealth Management
Nebraska
$29K -$2.6K -30 -8%

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.