Which hedge funds own EFG? ISHARES TR, Q2 2026 13F holders
3 of the hedge funds tracked by WhaleCreep disclosed a position in EFG (ISHARES TR) in their Q2 2026 13F filings, worth $5.4m in total. The largest holder by portfolio weight is Angeles Investment Advisors, LLC at 0.1% of its book. 1 exited: Lowe Brockenbrough & CO INC.
3tracked managers holding
0opened this quarter
1exited this quarter
Which hedge funds hold EFG? Current holders by portfolio weight
| Manager | As of | Weight of book | Value | Shares | Δ shares | Action |
|---|---|---|---|---|---|---|
| Angeles Investment Advisors, LLC | Q2 2026 | 0.1% | $2.3m | 18,315 | -40% | reduced |
| Cva Family Office, LLC | Q2 2026 | 0.0% | $45.5k | 366 | 0% | held |
| Aqr Capital Management LLC | Q2 2026 | 0.0% | $3.1m | 24,917 | 12% | added |
Exited since the previous quarter
| Manager | Prior weight | Prior value |
|---|---|---|
| Lowe Brockenbrough & CO INC | 1.8% | $54.2k |
Held in a manager's last filing on record
These managers have not filed for the latest quarter; their last disclosure is dated.
| Manager | Last filing | Weight |
|---|---|---|
| ancora_advisors | Q2 2026 | 0.0% |
| renaissance | Q2 2026 | 0.0% |
| boston_omaha | Q4 2024 | 0.0% |
How has hedge fund ownership of EFG changed?
| Quarter | Managers holding | Combined value |
|---|---|---|
| Q2 2026 | 5 | $7.7m |
| Q1 2026 | 6 | $14.5m |
| Q4 2025 | 2 | $10.0m |
| Q3 2025 | 2 | $6.8m |
| Q2 2025 | 2 | $8.2m |
| Q1 2025 | 2 | $6.4m |
| Q4 2024 | 2 | $5.8m |
| Q3 2024 | 2 | $5.6m |
| Q2 2024 | 3 | $4.7m |
| Q1 2024 | 4 | $4.1m |
| Q4 2023 | 4 | $2.6m |
| Q3 2023 | 4 | $2.3m |
| Q2 2023 | 4 | $2.9m |
| Q1 2023 | 4 | $2.7m |
| Q4 2022 | 6 | $8.6m |
| Q3 2022 | 3 | $952.0k |
Counts every tracked manager that disclosed EFG in that quarter's filing, including managers that have since stopped filing.