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iShares MSCI EAFE Growth ETF

718 hedge funds and large institutions have $7.99B invested in iShares MSCI EAFE Growth ETF in 2022 Q1 according to their latest regulatory filings, with 76 funds opening new positions, 175 increasing their positions, 351 reducing their positions, and 82 closing their positions.

New
Increased
Maintained
Reduced
Closed

15,037% more call options, than puts

Call options by funds: $48.1M | Put options by funds: $318K

8.5% more ownership

Funds ownership: 87.48%95.98% (+8.5%)

7% less first-time investments, than exits

New positions opened: 76 | Existing positions closed: 82

3% less funds holding

Funds holding: 737718 (-19)

28% less funds holding in top 10

Funds holding in top 10: 8058 (-22)

33% less capital invested

Capital invested by funds: $11.9B → $7.99B (-$3.91B)

50% less repeat investments, than reductions

Existing positions increased: 175 | Existing positions reduced: 351

Holders
718
Holders Change
-19
Holders Change %
-2.58%
% of All Funds
11.32%
Holding in Top 10
58
Holding in Top 10 Change
-22
Holding in Top 10 Change %
-27.5%
% of All Funds
0.91%
New
76
Increased
175
Reduced
351
Closed
82
Calls
$48.1M
Puts
$318K
Net Calls
+$47.8M
Net Calls Change
+$46.7M
Name Holding Trade Value Shares
Change
Change in
Stake
TF
226
Trek Financial
Arizona
$2.74M -$2.74M -27,870 -49%
NPF
227
Norris Perne & French
Michigan
$2.72M +$300K +3,048 +12%
KWM
228
Keebeck Wealth Management
Illinois
$2.69M -$757K -7,701 -22%
MA
229
Mutual Advisors
Nebraska
$2.64M -$7.67K -78 -0.3%
HSBC Holdings
230
HSBC Holdings
United Kingdom
$2.64M +$20.1K +204 +0.7%
TWM
231
Tradition Wealth Management
Minnesota
$2.6M -$2.05M -20,802 -44%
Brown Advisory
232
Brown Advisory
Maryland
$2.58M +$770K +7,833 +41%
IA
233
IFP Advisors
Florida
$2.58M +$2.38M +24,168 +122%
TPCW
234
TD Private Client Wealth
New York
$2.54M -$1.49M -15,192 -37%
Millennium Management
235
Millennium Management
New York
$2.52M +$2.58M +26,218 New
VA
236
Valmark Advisers
Ohio
$2.51M +$191K +1,941 +8%
SFG
237
StrategIQ Financial Group
Indiana
$2.5M +$121K +1,226 +5%
CFS
238
Cannon Financial Strategists
Georgia
$2.49M -$11.8K -120 -0.5%
GIA
239
Goodwin Investment Advisory
Georgia
$2.48M +$636K +6,467 +34%
PWMG
240
Provence Wealth Management Group
California
$2.48M -$728K -7,404 -22%
CIC
241
Carnegie Investment Counsel
Ohio
$2.47M +$46.2K +470 +2%
JWCA
242
J.W. Cole Advisors
Florida
$2.47M +$298K +3,028 +13%
AWA
243
Arete Wealth Advisors
Illinois
$2.46M -$266K -2,709 -10%
GWMIA
244
Global Wealth Management Investment Advisory
Florida
$2.46M -$218K -2,219 -8%
MIAN
245
Mariner Independent Advisor Network
Kansas
$2.45M -$2.87M -29,148 -53%
FNT
246
First National Trust
Pennsylvania
$2.44M -$2.1M -21,347 -46%
MWM
247
Maripau Wealth Management
Indiana
$2.41M -$651K -6,625 -20%
MHR
248
Matthew Hamilton Rosenberg
$2.4M -$209K -2,121 -8%
WA
249
Wambolt & Associates
Colorado
$2.39M +$18.7K +190 +0.8%
AWE
250
Avidian Wealth Enterprises
Texas
$2.32M -$863K -8,777 -27%

EFG Hedge Fund Activity: Q1 2022 in Review

718 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in iShares MSCI EAFE Growth ETF (EFG) for Q1 2022, worth a combined $7.99B — down 33% from $11.9B a quarter earlier.

Sellers outnumbered buyers: 82 funds closed out of EFG and 76 opened new positions — a net loss of 6 holders — while 351 trimmed existing stakes and 175 added.

The largest buyer was CFS Investment Advisory Services, adding an estimated $1.22B. The largest seller was Envestnet Asset Management, cutting an estimated $876M.

  • 718 institutional investors held iShares MSCI EAFE Growth ETF (EFG) as of Q1 2022, down from 737 in Q4 2021.
  • Funds reported $7.99B of iShares MSCI EAFE Growth ETF stock for Q1 2022, down 33% quarter-over-quarter.
  • 76 funds opened new iShares MSCI EAFE Growth ETF positions in Q1 2022 and 82 closed out, a net change of -6 holders.
  • The largest iShares MSCI EAFE Growth ETF buyer in Q1 2022 was CFS Investment Advisory Services, an estimated $1.22B added.
  • The largest iShares MSCI EAFE Growth ETF seller in Q1 2022 was Envestnet Asset Management, an estimated $876M sold.

Based on aggregated 13F filings for Q1 2022.