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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
OPS
151
Orion Portfolio Solutions
Nebraska
$4.33M +$1.43M +16,518 +44%
PFPT
152
Pinnacle Financial Partners (Tennessee)
Tennessee
$4.29M +$55.3K +637 +1%
MGWM
153
Marks Group Wealth Management
Minnesota
$4.19M +$78.2K +900 +2%
WP
154
WealthShield Partners
North Carolina
$4.17M +$153K +1,758 +4%
Creative Planning
155
Creative Planning
Kansas
$4.16M -$45.4K -523 -1%
FWP
156
Firethorn Wealth Partners
Georgia
$4.14M +$1M +11,556 +32%
TLFA
157
True Link Financial Advisors
California
$4.08M -$1.09M -12,570 -20%
GP
158
Girard Partners
Pennsylvania
$4.04M -$1.36M -15,682 -24%
UCFA
159
United Capital Financial Advisors
Texas
$4.04M -$1.12M -12,870 -20%
CAM
160
Crestone Asset Management
Colorado
$4.03M -$2.75M -31,667 -39%
CCFM
161
Clear Creek Financial Management
Washington
$4M +$789K +9,087 +22%
BSW
162
Buckingham Strategic Wealth
Missouri
$3.99M +$54.1K +623 +1%
SWA
163
SOA Wealth Advisors
New York
$3.98M +$1.37M +15,820 +47%
GT
164
Glenmede Trust
Pennsylvania
$3.98M +$1.19M +13,660 +38%
LCM
165
Leisure Capital Management
California
$3.97M +$281K +3,237 +7%
CA
166
Cetera Advisors
Colorado
$3.88M -$501K -5,771 -11%
CSPAM
167
Cary Street Partners Asset Management
Virginia
$3.84M +$196K +2,254 +5%
AA
168
Advisory Alpha
Michigan
$3.83M +$279K +3,209 +7%
CCM
169
Condor Capital Management
New Jersey
$3.74M +$155K +1,784 +4%
Natixis Advisors
170
Natixis Advisors
Massachusetts
$3.7M -$670K -7,720 -14%
SCA
171
Snowden Capital Advisors
New York
$3.7M -$300K -3,451 -7%
SS
172
Simplicity Solutions
Minnesota
$3.69M +$2.59M +29,811 +185%
CFA
173
Cahill Financial Advisors
Minnesota
$3.67M +$407K +4,683 +11%
SWA
174
Stratos Wealth Advisors
Ohio
$3.65M +$193K +2,217 +5%
OFG
175
Omega Financial Group
California
$3.63M +$173K +1,991 +5%

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.