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
NFG
201
Next Financial Group
Texas
$2.97M +$115K +1,129 +4%
GWMIA
202
Global Wealth Management Investment Advisory
Florida
$2.9M -$16.8K -165 -0.6%
GVAG
203
Great Valley Advisor Group
Delaware
$2.88M -$371K -3,645 -11%
CTC
204
Central Trust Company
Missouri
$2.86M +$868K +8,532 +43%
LFA
205
Lighthouse Financial Advisors
Maryland
$2.85M +$332K +3,262 +13%
KFI
206
Key Financial Inc
Pennsylvania
$2.82M +$776K +7,636 +37%
WAM
207
WNY Asset Management
New York
$2.81M +$2.84M +27,927 New
ASN
208
Advisory Services Network
Georgia
$2.78M -$794K -7,810 -22%
PG
209
Patten Group
Tennessee
$2.78M +$17.3K +170 +0.6%
KWM
210
Keebeck Wealth Management
Illinois
$2.71M +$974K +9,579 +55%
TC
211
TAP Consulting
Missouri
$2.7M -$444K -4,362 -14%
VWM
212
Venturi Wealth Management
Texas
$2.66M -$3.06M -30,078 -53%
CIC
213
Carnegie Investment Counsel
Ohio
$2.66M -$11.4K -112 -0.4%
PWM
214
Perigon Wealth Management
California
$2.63M +$920K +9,048 +53%
SFA
215
Source Financial Advisors
New York
$2.59M -$890K -8,750 -25%
CFS
216
Cannon Financial Strategists
Georgia
$2.57M -$20.9K -206 -0.8%
MYIA
217
Mount Yale Investment Advisors
Colorado
$2.55M -$53K -521 -2%
MA
218
Mutual Advisors
Nebraska
$2.51M +$578K +5,681 +29%
DHFB
219
Dixon Hubard Feinour & Brown
Virginia
$2.48M +$1.47M +14,448 +127%
WA
220
Wambolt & Associates
Colorado
$2.46M +$183K +1,800 +8%
VWA
221
Visionary Wealth Advisors
Illinois
$2.45M +$856K +8,415 +53%
EWM
222
Empirical Wealth Management
Washington
$2.45M +$478K +4,696 +24%
WI
223
Wintrust Investments
Illinois
$2.42M +$2.45M +24,097 New
VA
224
Valmark Advisers
Ohio
$2.39M -$74.6K -734 -3%
MIM
225
Macroview Investment Management
Maryland
$2.37M +$24.2K +238 +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.