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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
PCG
626
Private Capital Group
Connecticut
$28K -$794K -9,145 -96%
GWANC
627
Guardian Wealth Advisors (North Carolina)
North Carolina
$28K +$30.6K +352 New
SC
628
Siena Capital
Ohio
$27K -$10.5K -121 -26%
IAIM
629
Industrial Alliance Investment Management
Quebec, Canada
$27K -$1.13K -13 -4%
IFAM
630
Institutional & Family Asset Management
Colorado
$26K -$28.4K -327 -51%
IWP
631
IAG Wealth Partners
Wisconsin
$26K -$13.8K -159 -33%
OPW
632
Oxler Private Wealth
New York
$25.3K +$27.3K +314 New
EW
633
Emerson Wealth
Michigan
$25K
EWM
634
Endurance Wealth Management
Rhode Island
$25K
PO
635
Private Ocean
California
$24K
RTC
636
Riverview Trust Company
Washington
$24K
SIM
637
Studio Investment Management
Illinois
$24K +$25.4K +292 New
BWP
638
Baldwin Wealth Partners
Massachusetts
$23K
MCM
639
McMillion Capital Management
North Carolina
$22K +$23.4K +270 New
Bank of Montreal
640
Bank of Montreal
Ontario, Canada
$21K -$2.49M -28,624 -10%
ACK
641
Andrew C. Karlinski
$21K
MW
642
Milestone Wealth
New York
$20K -$22.1K -255 -50%
DMKJ
643
David M. Knott Jr
$20K +$21.9K +252 New
HBW
644
Hazlett, Burt & Watson
West Virginia
$19K
TCWM
645
Total Clarity Wealth Management
Illinois
$17K +$17.8K +205 New
HIA
646
Harbor Investment Advisory
Maryland
$16K -$3.3K -38 -16%
BSB
647
Bangor Savings Bank
Maine
$16K +$17.4K +200 New
CAAS
648
Capital Asset Advisory Services
Michigan
$16K +$17.4K +200 New
AF
649
Allworth Financial
California
$15K -$27.9K -321 -63%
CCM
650
Chilton Capital Management
Texas
$15K +$16.2K +186 New

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.