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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
BCWM
676
Bartlett & Co Wealth Management
Ohio
$5.79K -$1.3K -15 -17%
BCMLT
677
Beacon Capital Management LLC (Tennessee)
Tennessee
$5K
BBPWM
678
Blue Bell Private Wealth Management
Pennsylvania
$5K
TAM
679
Townsend Asset Management
North Carolina
$5K
BEI
680
Benjamin Edwards Inc
Missouri
$5K +$87 +1 +2%
SCA
681
Stonebridge Capital Advisors
Minnesota
$5K +$87 +1 +2%
CIAS
682
Capital Investment Advisory Services
North Carolina
$4K
FA
683
Faithward Advisors
Pennsylvania
$4K
TCWA
684
Ten Capital Wealth Advisors
Washington
$4K
TRCT
685
Tower Research Capital (TRC)
New York
$3K -$2.43K -28 -40%
FBT
686
First Bank & Trust
South Dakota
$3K -$1.3K -15 -26%
NOI
687
Newton One Investments
Delaware
$3K
AWM
688
Accel Wealth Management
Iowa
$2K
PAI
689
Pittenger & Anderson Inc
Nebraska
$2K
MAM
690
Meeder Asset Management
Ohio
$2K +$1.74K +20 New
FMB
691
Field & Main Bank
Kentucky
$2K +$1.82K +21 New
SFSG
692
Sound Financial Strategies Group
Mississippi
$1K -$59.2K -682 -98%
FRA
693
Front Row Advisors
California
$1K
GWSG
694
GPS Wealth Strategies Group
Colorado
$1K
HWA
695
HHM Wealth Advisors
Tennessee
$1K
SSC
696
Syverson Strege & Co
Iowa
$1K
TFA
697
Transamerica Financial Advisors
Florida
$1K +$87 +1 New
IAMOG
698
Investors Asset Management of Georgia
Georgia
$1K +$782 +9 New
LPWM
699
Lake Point Wealth Management
Texas
$1K +$1.3K +15 New
AR
700
Apeiron RIA
Texas
$855 +$2.2M +25,335 +140%

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.