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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
CCG
726
Capital CS Group
California
-$426K -4,426 Closed
P
727
Pitcairn
Pennsylvania
-$377K -3,919 Closed
ES
728
Eagle Strategies
New York
-$328K -3,407 Closed
HCC
729
Hirtle Callaghan & Co
Pennsylvania
-$308K -3,200 Closed
FANJ
730
Financial Architects (New Jersey)
New Jersey
-$306K -3,179 Closed
MC
731
Moors & Cabot
Massachusetts
-$280K -2,913 Closed
D
732
Diversified
Delaware
-$278K -2,890 Closed
BWP
733
BSW Wealth Partners
Colorado
-$274K -2,850 Closed
Tudor Investment Corp
734
Tudor Investment Corp
Connecticut
-$274K -2,848 Closed
GM
735
GeoWealth Management
Illinois
-$269K -2,789 Closed
SFA
736
Source Financial Advisors
New York
-$268K -2,789 Closed
FCBT
737
First Citizens Bank & Trust
North Carolina
-$265K -2,750 Closed
SRC
738
Shufro Rose & Co
New York
-$264K -2,746 Closed
FAT
739
First American Trust
California
-$262K -2,725 Closed
GCMG
740
Gyroscope Capital Management Group
Florida
-$261K -2,710 Closed
RMC
741
Regis Management Company
California
-$237K -2,465 Closed
MPCL
742
My Personal CFO LLC
Washington
-$236K -2,447 Closed
CAMG
743
CWA Asset Management Group
Florida
-$234K -2,436 Closed
AP
744
Advisor Partners
California
-$234K -2,430 Closed
MA
745
MONECO Advisors
Connecticut
-$231K -2,400 Closed
SPWM
746
Schrum Private Wealth Management
Florida
-$209K -2,378 Closed
IWN
747
Independent Wealth Network
Iowa
-$223K -2,319 Closed
FA
748
Flagstar Advisors
New York
-$215K -2,234 Closed
RFN
749
RDA Financial Network
Iowa
-$213K -2,209 Closed
BHTS
750
Bar Harbor Trust Services
Maine
-$211K -2,192 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.