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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
WAM
76
Wakefield Asset Management
Colorado
$12.7M -$665K -6,537 -5%
SHIM
77
Stone House Investment Management
Pennsylvania
$12.4M
HPC
78
Hobart Private Capital
North Carolina
$12.2M +$1.83M +18,044 +17%
APW
79
Austin Private Wealth
Texas
$12M -$365K -3,590 -3%
CFD
80
Creative Financial Designs
Indiana
$12M +$3.55M +34,941 +42%
KIM
81
Karpus Investment Management
New York
$11.3M -$8.3M -81,661 -42%
Goldman Sachs
82
Goldman Sachs
New York
$11.3M +$3.98M +39,174 +53%
SB
83
Strategic Blueprint
Georgia
$11.2M +$1.48M +14,570 +15%
VFM
84
Vivid Financial Management
California
$10.6M -$213K -2,097 -2%
SHJ
85
Sharkey, Howes & Javer
Colorado
$10.1M -$639K -6,282 -6%
FIA
86
Foundations Investment Advisors
Arizona
$10M +$3.01M +29,597 +43%
SWM
87
Southern Wealth Management
Texas
$9.67M +$2.82M +27,764 +41%
TLFA
88
True Link Financial Advisors
California
$9.6M -$19.1K -188 -0.2%
BPA
89
Beacon Pointe Advisors
California
$9.48M +$960K +9,445 +11%
OAP
90
One Advisory Partners
Kansas
$9.38M -$2.06M -20,281 -18%
WP
91
WealthShield Partners
North Carolina
$9.24M +$811K +7,977 +9%
CWS
92
Cypress Wealth Services
California
$9.17M +$924K +9,085 +11%
LWA
93
Lineweaver Wealth Advisors
Ohio
$9.15M -$2.18M -21,400 -19%
C1AG
94
Client 1st Advisory Group
Florida
$9.03M +$1.02M +10,043 +13%
Prudential Financial
95
Prudential Financial
New Jersey
$8.69M -$307K -3,017 -3%
TSA
96
Tri-Star Advisors
Texas
$8.55M -$970K -9,540 -11%
SFS
97
Sowell Financial Services
Arkansas
$8.44M +$1.47M +14,438 +22%
FCA
98
FLC Capital Advisors
California
$8.32M +$420K +4,135 +5%
MGIA
99
Moneta Group Investment Advisors
Missouri
$8.3M +$616K +6,057 +8%
BRWA
100
B. Riley Wealth Advisors
Florida
$8.26M +$775K +7,626 +10%

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.