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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
UL
751
Unionview LLC
Washington
-$209K -2,174 Closed
IWM
752
IHT Wealth Management
Illinois
-$205K -2,129 Closed
NCM
753
Neumann Capital Management
California
-$205K -2,125 Closed
FFA
754
Fi3 Financial Advisors
Indiana
-$204K -2,120 Closed
OIA
755
OneDigital Investment Advisors
Kansas
-$202K -2,101 Closed
SLWA
756
San Luis Wealth Advisors
California
-$195K -1,765 Closed
RIM
757
Rockbridge Investment Management
New York
-$125K -1,287 Closed
RBC
758
Roble Belko & Company
Pennsylvania
-$96K -1,000 Closed
LIA
759
LS Investment Advisors
Michigan
-$87K -900 Closed
SL
760
Savior LLC
Massachusetts
-$37K -373 Closed
SCA
761
Sandy Cove Advisors
Massachusetts
-$31K -322 Closed
AWM
762
Abound Wealth Management
Tennessee
-$23.7K -246 Closed
LSA
763
Lansing Street Advisors
Pennsylvania
-$18K -193 Closed
EWM
764
EPG Wealth Management
Georgia
-$16K -162 Closed
HA
765
Herold Advisors
New York
-$14.4K -150 Closed
ADL
766
Asset Dedication LLC
California
-$11K -110 Closed
NC
767
NewSquare Capital
Pennsylvania
-$10K -108 Closed
AWMS
768
Advocacy Wealth Management Services
Georgia
-$10K -104 Closed
BWS
769
BCR Wealth Strategies
Alabama
-$10K -104 Closed
PCA
770
Providence Capital Advisors
North Carolina
-$7K -75 Closed
AFG
771
Albion Financial Group
Utah
-$7K -72 Closed
EI
772
Ellevest Inc
New York
-$7K -70 Closed
SQA
773
Simon Quick Advisors
New Jersey
-$6K -57 Closed
CYG
774
Clean Yield Group
Vermont
-$5K -53 Closed
FAG
775
Fortitude Advisory Group
Washington
-$3K -29 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.