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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
MCWS
276
McKinley Carter Wealth Services
West Virginia
$1.94M -$68.9K -701 -3%
VW
277
Vance Wealth
California
$1.9M +$1.46M +14,872 +308%
PFA
278
Professional Financial Advisors
Nebraska
$1.88M +$140K +1,428 +8%
CWM
279
Cordatus Wealth Management
Pennsylvania
$1.87M +$1.91M +19,470 New
PAG
280
Paladin Advisory Group
Iowa
$1.84M +$1.87M +19,033 New
VWM
281
Venturi Wealth Management
Texas
$1.83M +$1.87M +19,043 New
MG
282
Mather Group
Illinois
$1.83M -$781K -7,940 -30%
TA
283
Trellis Advisors
Washington
$1.82M +$178K +1,813 +11%
MWM
284
Mission Wealth Management
California
$1.8M +$16.5K +168 +0.9%
SFA
285
Seneca Financial Advisors
New York
$1.8M -$60.1K -611 -3%
WTB
286
Washington Trust Bank
Washington
$1.79M +$1.62M +16,493 +786%
MHB
287
Midwest Heritage Bank
Iowa
$1.77M -$122K -1,239 -6%
FPF
288
First Pacific Financial
Washington
$1.76M -$956K -9,727 -35%
GWM
289
Geneos Wealth Management
Colorado
$1.75M +$105K +1,067 +6%
BTWM
290
Baker Tilly Wealth Management
Wisconsin
$1.74M -$603K -6,133 -25%
AR
291
Apeiron RIA
Texas
$1.73M -$3.79M -38,590 -68%
HFA
292
HC Financial Advisors
California
$1.68M -$26.1K -265 -1%
CA
293
Clearstead Advisors
Ohio
$1.68M +$1.71M +17,382 +17,920%
FMTC
294
Farmers & Merchants Trust Company
California
$1.68M
KFS
295
Kelly Financial Services
Massachusetts
$1.67M -$6.18M -62,828 -78%
CAM
296
Concorde Asset Management
Michigan
$1.66M -$1.28M -13,001 -43%
Marshall Wace
297
Marshall Wace
United Kingdom
$1.66M +$1.69M +17,231 New
WT
298
Washington Trust
Rhode Island
$1.63M -$694K -7,061 -29%
FFA
299
Fragasso Financial Advisors
Pennsylvania
$1.62M -$47.7K -485 -3%
T. Rowe Price Associates
300
T. Rowe Price Associates
Maryland
$1.62M

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.