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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
HighTower Advisors
51
HighTower Advisors
Illinois
$21.1M +$804K +7,907 +4%
NB
52
NBT Bank
New York
$20.9M +$365K +3,590 +2%
HIM
53
HawsGoodwin Investment Management
Tennessee
$20.9M +$1.06M +10,426 +5%
BDF
54
Balasa Dinverno & Foltz
$20.5M -$248K -2,441 -1%
NA
55
NewEdge Advisors
Louisiana
$19.5M -$2.09M -20,526 -10%
DBT
56
Dubuque Bank & Trust
Iowa
$18.3M +$1.83M +18,032 +11%
Susquehanna International Group
57
Susquehanna International Group
Pennsylvania
$18M +$15.7M +154,734 +622%
AI
58
Atria Investments
North Carolina
$17.4M -$2.52M -24,735 -13%
SFBLI
59
Southern Farm Bureau Life Insurance
Mississippi
$16.9M
MA
60
MUFG Americas
New York
$16.6M -$324K -3,183 -2%
IWP
61
Icon Wealth Partners
Texas
$16.1M -$1.34M -13,205 -8%
CP
62
Covenant Partners
Tennessee
$16M +$263K +2,582 +2%
SCA
63
STALEY CAPITAL ADVISERS
Pennsylvania
$15.3M -$2.98M -29,300 -16%
HFA
64
High Falls Advisors
New York
$15.1M +$5.18M +50,965 +51%
PFA
65
Pettinga Financial Advisors
Indiana
$14.7M +$1.98M +19,440 +15%
SW
66
SteelPeak Wealth
California
$14.6M +$1.25M +12,274 +9%
USAA
67
United Services Automobile Association
Texas
$14.6M +$14.8M +145,409 New
PFG
68
PAX Financial Group
Texas
$14.6M -$3.81M -37,474 -21%
CFG
69
Cooper Financial Group
California
$14.4M -$843K -8,291 -5%
MIA
70
MainStreet Investment Advisors
Illinois
$14.2M +$14.4M +141,772 New
CWM
71
Cranbrook Wealth Management
Michigan
$13.8M -$538K -5,292 -4%
Citigroup
72
Citigroup
New York
$13.2M +$1.05M +10,368 +9%
William Blair & Company
73
William Blair & Company
Illinois
$13.1M -$276K -2,712 -2%
CAM
74
Crestone Asset Management
Colorado
$13M -$818K -8,041 -6%
SWM
75
Shakespeare Wealth Management
Wisconsin
$12.9M +$295K +2,903 +2%

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.