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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
SWM
176
Spire Wealth Management
Virginia
$3.62M -$1.61M -18,569 -29%
GIA
177
GHP Investment Advisors
Colorado
$3.53M +$695K +8,003 +22%
WTB
178
Washington Trust Bank
Washington
$3.46M +$2.12M +24,462 +132%
GIS
179
Grayhawk Investment Strategies
Alberta, Canada
$3.45M +$2.89M +33,300 New
BHWM
180
Bay Harbor Wealth Management
Maryland
$3.42M +$465K +5,352 +14%
ICG
181
InterOcean Capital Group
Tennessee
$3.38M +$3.64M +41,938 New
LA
182
LVW Advisors
New York
$3.32M -$167K -1,919 -4%
FHA
183
First Horizon Advisors
Tennessee
$3.28M +$3.42M +39,361 +2,753%
MPW
184
MA Private Wealth
California
$3.21M -$34.1K -393 -1%
JIC
185
Johnson Investment Counsel
Ohio
$3.2M +$113K +1,299 +3%
BCM
186
Brookstone Capital Management
Illinois
$3.2M -$186K -2,146 -5%
NL
187
NWAM LLC
Washington
$3.13M +$154K +1,778 +5%
RSWM
188
Robertson Stephens Wealth Management
California
$3.04M -$961K -11,071 -23%
NP
189
NorthRock Partners
Minnesota
$3M +$58.2K +670 +2%
CSPIA
190
Cary Street Partners Investment Advisory
Virginia
$3M +$1.32M +15,230 +69%
Rockefeller Capital Management
191
Rockefeller Capital Management
New York
$2.97M +$494K +5,694 +18%
RWP
192
Revolve Wealth Partners
New Jersey
$2.96M -$440K -5,066 -12%
FF
193
Fluent Financial
Texas
$2.96M -$137K -1,583 -4%
OPPS
194
Obsidian Personal Planning Solutions
Maryland
$2.94M +$3.18M +36,565 New
W
195
Wealthquest
Ohio
$2.91M +$344K +3,960 +12%
OCM
196
One Capital Management
California
$2.88M -$39.1K -450 -1%
SA
197
Scarborough Advisors
Maryland
$2.85M -$239K -2,748 -7%
NPF
198
Norris Perne & French
Michigan
$2.84M +$610K +7,030 +25%
TCA
199
Transcend Capital Advisors
New Jersey
$2.83M -$178K -2,044 -5%
AF
200
Advisornet Financial
Minnesota
$2.82M -$2M -23,057 -40%

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.