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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
LOAMU
701
Lombard Odier Asset Management (USA)
New York
-$46.5M -482,600 Closed
CCMG
702
Clark Capital Management Group
Pennsylvania
-$5.19M -53,900 Closed
EFL
703
ERn Financial LLC
Wisconsin
-$4.68M -48,624 Closed
WF
704
Williams Financial
Vermont
-$4.65M -48,303 Closed
AWM
705
Aries Wealth Management
Maine
-$4.15M -43,096 Closed
Susquehanna International Group
706
Susquehanna International Group
Pennsylvania
-$3.72M -42,828 Closed
PCOC
707
Power Corp of Canada
Canada
-$3.16M -32,800 Closed
Citadel Advisors
708
Citadel Advisors
Florida
-$2.9M -30,136 Closed
Millennium Management
709
Millennium Management
New York
-$2.52M -26,218 Closed
SWM
710
Scissortail Wealth Management
Oklahoma
-$2.08M -24,053 Closed
CWM
711
Cordatus Wealth Management
Pennsylvania
-$1.87M -19,470 Closed
PAG
712
Paladin Advisory Group
Iowa
-$1.65M -19,033 Closed
Marshall Wace
713
Marshall Wace
United Kingdom
-$1.66M -17,231 Closed
FC
714
Fulcrum Capital
Washington
-$1.4M -14,573 Closed
SAM
715
Strategy Asset Managers
California
-$1.19M -12,339 Closed
WANY
716
Wealthspire Advisors (New York)
New York
-$1.04M -10,849 Closed
RW
717
Rede Wealth
Virginia
-$953K -9,901 Closed
SFG
718
Snider Financial Group
Washington
-$945K -9,819 Closed
LNWTC
719
Laird Norton Wetherby Trust Company
Washington
-$903K -9,382 Closed
MWP
720
MYCIO Wealth Partners
Pennsylvania
-$757K -7,860 Closed
LHEI
721
Leo H. Evart Inc
California
-$665K -6,905 Closed
SIA
722
Stegner Investment Associates
Kentucky
-$664K -6,895 Closed
JF
723
JSF Financial
California
-$655K -6,799 Closed
ELI
724
Empire Life Investments
Ontario, Canada
-$491K -5,100 Closed
CWM
725
Cherrydale Wealth Management
New Jersey
-$446K -4,633 Closed

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.