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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
CG
76
Colony Group
Massachusetts
$10.9M -$9.09M -104,667 -44%
1WM
77
1900 Wealth Management
Texas
$10.9M -$634K -7,301 -5%
HFA
78
High Falls Advisors
New York
$10.8M +$136K +1,566 +1%
MGIA
79
Moneta Group Investment Advisors
Missouri
$10.8M +$2.1M +24,159 +22%
CFD
80
Creative Financial Designs
Indiana
$10.8M +$395K +4,548 +4%
PFA
81
Pettinga Financial Advisors
Indiana
$10.8M +$167K +1,921 +1%
PWPS
82
Pinnacle Wealth Planning Services
Ohio
$10.7M +$8.62M +99,311 +291%
CWM
83
Cranbrook Wealth Management
Michigan
$10.6M -$19.6K -226 -0.2%
KFSC
84
Keystone Financial Services (Colorado)
Colorado
$10.4M +$4.01M +46,202 +62%
RA
85
RFG Advisory
Alabama
$9.82M +$5.37M +61,839 +118%
SB
86
Strategic Blueprint
Georgia
$9.74M -$1.43M -16,446 -12%
OWA
87
One Wealth Advisors
California
$9.71M +$2.01M +23,144 +24%
SHJ
88
Sharkey, Howes & Javer
Colorado
$9.68M +$525K +6,046 +5%
WWG
89
West Wealth Group
California
$9.48M +$193K +2,226 +2%
AAS
90
Avantax Advisory Services
Texas
$9.2M +$4.8M +55,286 +94%
FA
91
Fountainhead AM
New Jersey
$9.07M +$3.49M +40,232 +56%
PWA
92
Physician Wealth Advisors
Utah
$8.68M +$2.38M +27,369 +38%
SWM
93
Southern Wealth Management
Texas
$8.57M +$6.43M +74,086 +228%
HGWM
94
Horst & Graben Wealth Management
Oregon
$8.4M +$485K +5,583 +6%
SW
95
SteelPeak Wealth
California
$8.39M +$142K +1,639 +2%
PPP
96
Private Portfolio Partners
New Jersey
$8.36M +$778K +8,959 +9%
PFG
97
PAX Financial Group
Texas
$8.19M -$1.03M -11,893 -10%
CAPTRUST Financial Advisors
98
CAPTRUST Financial Advisors
North Carolina
$8M +$4.51M +51,900 +109%
RWA
99
RGT Wealth Advisors
Texas
$7.85M +$5.62M +64,731 +197%
BRWA
100
B. Riley Wealth Advisors
Florida
$7.65M +$200K +2,305 +2%

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.