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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
PPA
301
Parametric Portfolio Associates
Washington
$1.61M +$55.6K +565 +4%
BAM
302
Belpointe Asset Management
Nevada
$1.55M -$654K -6,654 -29%
WFM
303
Wolff Financial Management
Michigan
$1.55M -$31.6K -321 -2%
SS
304
Simplicity Solutions
Minnesota
$1.55M -$394K -4,008 -20%
SF
305
SBK Financial
Virginia
$1.55M
IA
306
IFG Advisory
Georgia
$1.52M +$176K +1,790 +13%
DHFB
307
Dixon Hubard Feinour & Brown
Virginia
$1.52M +$43.2K +439 +3%
CCM
308
Coldstream Capital Management
Washington
$1.5M +$1.53M +15,527 New
WEG
309
World Equity Group
Illinois
$1.47M +$1.5M +15,290 New
CF
310
Centaurus Financial
California
$1.47M -$1.03M -10,474 -41%
SAMC
311
Spectrum Asset Management (California)
California
$1.47M -$7.61M -77,418 -84%
CAG
312
Csenge Advisory Group
Florida
$1.43M +$361K +3,674 +33%
LF
313
Lantz Financial
Illinois
$1.43M -$492K -5,003 -25%
TNBTD
314
Trustmark National Bank Trust Department
Mississippi
$1.41M
VWA
315
Visionary Wealth Advisors
Illinois
$1.41M -$200K -2,039 -12%
HTC
316
Haverford Trust Company
Pennsylvania
$1.41M +$515K +5,241 +56%
FC
317
Fulcrum Capital
Washington
$1.4M -$993K -10,098 -41%
GFPC
318
Global Financial Private Client
Florida
$1.4M -$1.02M -10,325 -42%
SAM
319
Strategic Asset Management
Minnesota
$1.36M -$39.2K -399 -3%
Lido Advisors
320
Lido Advisors
California
$1.35M -$224K -2,283 -14%
T
321
TRUADVICE
Florida
$1.34M -$596K -6,059 -28%
WWM
322
Western Wealth Management
Colorado
$1.33M +$39.1K +398 +3%
PAM
323
Palisade Asset Management
Minnesota
$1.31M
DY
324
Dowling & Yahnke
California
$1.3M +$198K +2,010 +18%
BFEC
325
Benjamin F. Edwards & Company
Missouri
$1.29M -$581K -5,913 -31%

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.