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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
CFGS
126
Concourse Financial Group Securities
Alabama
$5.33M -$92.4K -1,064 -2%
SAM
127
Silverhawk Asset Management
Arizona
$5.32M +$114K +1,308 +2%
CS
128
Comerica Securities
Michigan
$5.23M -$62K -714 -1%
HA
129
HYA Advisors
Missouri
$5.22M -$2.19M -25,218 -28%
CAN
130
Cetera Advisor Networks
California
$5.21M +$180K +2,069 +3%
Baird Financial Group
131
Baird Financial Group
Wisconsin
$5.21M +$39.5K +455 +0.7%
WFPG
132
Waller Financial Planning Group
Ohio
$5.2M +$253K +2,915 +5%
SWM
133
SigFig Wealth Management
California
$5.17M +$404K +4,656 +17%
JMPWA
134
JP Morgan Private Wealth Advisors
California
$5.09M +$1.57M +18,046 +40%
AA
135
Axiom Advisory
California
$5.05M -$1.43M -16,425 -21%
APA
136
American Portfolios Advisors
New York
$5.03M +$104K +1,193 +2%
CB
137
Commerce Bank
Missouri
$4.87M +$160K +1,838 +3%
EL
138
EQ LLC
Washington
$4.87M +$167K +1,922 +3%
DE
139
Day & Ennis
Georgia
$4.83M +$19.1K +220 +0.4%
WA
140
Wealth Alliance
New York
$4.8M +$576K +6,632 +13%
JRP
141
Jasper Ridge Partners
California
$4.78M
SMG
142
Spectrum Management Group
Indiana
$4.72M -$1.32M -15,241 -21%
GT
143
Greenleaf Trust
Michigan
$4.64M +$4.42M +50,890 +756%
ASN
144
Advisory Services Network
Georgia
$4.63M +$181K +2,083 +4%
FPF
145
First Pacific Financial
Washington
$4.61M +$3.38M +38,943 +213%
FFN
146
Focus Financial Network
Minnesota
$4.56M -$181K -2,087 -4%
VHAM
147
Van Hulzen Asset Management
California
$4.52M +$69.1K +796 +1%
BJL
148
Brighton Jones LLC
Washington
$4.49M +$24.1K +278 +0.5%
MYIA
149
Mount Yale Investment Advisors
Colorado
$4.46M +$2.79M +32,179 +139%
NHC
150
Nicholas Hoffman & Company
Georgia
$4.44M +$84.3K +971 +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.