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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
SFP
251
Sterling Financial Planning
New Jersey
$2.31M +$275K +2,799 +13%
PFS
252
Prospera Financial Services
Texas
$2.24M +$2.01M +20,453 +735%
MYIA
253
Mount Yale Investment Advisors
Colorado
$2.23M -$5.41M -55,027 -70%
IFS
254
Ifrah Financial Services
Arkansas
$2.23M +$29.1K +296 +1%
EWM
255
Empirical Wealth Management
Washington
$2.21M -$917K -9,328 -29%
RWIA
256
Roger Wittlin Investment Advisory
California
$2.19M -$730K -7,420 -25%
LWP
257
Legacy Wealth Planning
Nevada
$2.14M +$337K +3,423 +18%
WI
258
Wintrust Investments
Illinois
$2.13M -$26.6K -271 -1%
MBTD
259
Mechanics Bank - Trust Department
California
$2.12M -$878K -8,930 -29%
CSPIA
260
Cary Street Partners Investment Advisory
Virginia
$2.12M -$26.3K -267 -1%
GSWM
261
Golden State Wealth Management
California
$2.11M -$1.62M -16,501 -43%
SWM
262
Scissortail Wealth Management
Oklahoma
$2.08M +$2.36M +24,053 New
AWM
263
Apollon Wealth Management
South Carolina
$2.07M -$1.4M -14,272 -40%
TC
264
Telemus Capital
Michigan
$2.07M -$115K -1,165 -5%
PWM
265
Provident Wealth Management
Tennessee
$2.05M +$2.1M +21,332 New
IC
266
IEQ Capital
California
$2.03M +$2.07M +21,081 New
BWM
267
BlackDiamond Wealth Management
New York
$2.01M -$1.25M -12,691 -38%
PWA
268
Pillar Wealth Advisors
Pennsylvania
$2.01M -$45K -458 -2%
DW
269
Domani Wealth
Pennsylvania
$1.99M +$2.03M +20,650 New
LFG
270
Larson Financial Group
Missouri
$1.98M +$53.6K +545 +3%
LA
271
Latitude Advisors
Florida
$1.97M +$277K +2,818 +16%
FAIM
272
Financial Advocates Investment Management
Washington
$1.97M -$533K -5,424 -21%
CA
273
CoreCap Advisors
Michigan
$1.96M -$196K -1,989 -9%
PFGIA
274
Patriot Financial Group Insurance Agency
Massachusetts
$1.95M -$584K -5,941 -23%
Renaissance Technologies
275
Renaissance Technologies
New York
$1.95M -$1.16M -11,800 -37%

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.