We are live on ! Find out more
EFG icon

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
SWA
176
SOA Wealth Advisors
New York
$3.83M -$116K -1,142 -3%
OFG
177
Omega Financial Group
California
$3.76M +$204K +2,006 +6%
Barclays
178
Barclays
United Kingdom
$3.75M +$3.79M +37,301 New
MIAN
179
Mariner Independent Advisor Network
Kansas
$3.67M +$404K +3,969 +12%
CAN
180
Cetera Advisor Networks
California
$3.48M -$362K -3,562 -9%
GT
181
Glenmede Trust
Pennsylvania
$3.47M -$6.2K -61 -0.2%
BWL
182
Bogart Wealth LLC
Virginia
$3.47M +$23K +226 +0.7%
TCA
183
Transcend Capital Advisors
New Jersey
$3.46M -$83.2K -818 -2%
AA
184
Advisory Alpha
Michigan
$3.44M +$962K +9,461 +38%
SPAS
185
Spectrum Planning & Advisory Services
California
$3.4M +$374K +3,676 +12%
PAG
186
Private Advisor Group
New Jersey
$3.4M +$490K +4,819 +17%
CWA
187
Clearview Wealth Advisors
Oregon
$3.35M -$458K -4,500 -12%
Natixis Advisors
188
Natixis Advisors
Massachusetts
$3.34M +$412K +4,055 +14%
AW
189
ACG Wealth
Georgia
$3.33M +$17.4K +171 +0.5%
OWA
190
One Wealth Advisors
California
$3.33M +$1.97M +19,328 +140%
DI
191
Disciplined Investments
Oklahoma
$3.3M -$72.3K -711 -2%
CCMG
192
Clark Capital Management Group
Pennsylvania
$3.26M +$1.32M +12,991 +67%
FNT
193
First National Trust
Pennsylvania
$3.24M +$481K +4,733 +17%
CC
194
Cassaday & Co
Virginia
$3.19M -$21K -207 -0.6%
TF
195
Trek Financial
Arizona
$3.19M -$623K -6,129 -16%
TWM
196
Tradition Wealth Management
Minnesota
$3.15M -$349K -3,428 -10%
PFBT
197
Parkside Financial Bank & Trust
Missouri
$3.14M -$144K -1,413 -4%
W
198
Wealthquest
Ohio
$3.14M -$102K -999 -3%
FT
199
Fiduciary Trust
Massachusetts
$3.13M
MWM
200
Merriman Wealth Management
Washington
$3.08M +$3.05K +30 +0.1%

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.