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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
HNB
201
Huntington National Bank
Ohio
$2.8M
PFBT
202
Parkside Financial Bank & Trust
Missouri
$2.79M +$370K +4,259 +14%
BWL
203
Bogart Wealth LLC
Virginia
$2.79M +$87 +1 +0%
MWM
204
Maripau Wealth Management
Indiana
$2.77M +$430K +4,952 +18%
SXL
205
Summit X LLC
Missouri
$2.74M -$89.7K -1,033 -3%
GVAG
206
Great Valley Advisor Group
Delaware
$2.62M +$430K +4,955 +18%
WWP
207
WR Wealth Planners
Missouri
$2.61M -$150K -1,732 -5%
IA
208
IFP Advisors
Florida
$2.58M
SPAS
209
Spectrum Planning & Advisory Services
California
$2.55M -$49.1K -565 -2%
KFI
210
Key Financial Inc
Pennsylvania
$2.51M +$140K +1,616 +5%
CC
211
Copperleaf Capital
North Carolina
$2.5M +$63.8K +735 +2%
VA
212
Valmark Advisers
Ohio
$2.49M +$426K +4,902 +19%
SFS
213
Security Financial Services
Indiana
$2.48M -$228K -2,622 -8%
RIA
214
Regal Investment Advisors
Michigan
$2.47M +$144K +1,661 +6%
CWA
215
Clearview Wealth Advisors
Oregon
$2.45M -$478K -5,508 -15%
KWM
216
Keebeck Wealth Management
Illinois
$2.45M +$215K +2,473 +9%
PAG
217
Private Advisor Group
New Jersey
$2.44M +$102K +1,169 +4%
SFG
218
StrategIQ Financial Group
Indiana
$2.41M +$348K +4,004 +15%
DADC
219
D.A. Davidson & Co
Montana
$2.31M -$1.83M -21,099 -42%
SFP
220
Sterling Financial Planning
New Jersey
$2.29M +$390K +4,490 +19%
PWMG
221
Provence Wealth Management Group
California
$2.29M +$234K +2,696 +10%
HA
222
Hofer & Associates
California
$2.27M -$81.5K -938 -3%
PG
223
Patten Group
Tennessee
$2.25M -$89K -1,025 -4%
TF
224
Trek Financial
Arizona
$2.25M -$42K -484 -2%
HI
225
Harbour Investments
Wisconsin
$2.25M +$2.42M +27,905 New

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.