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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
AF
326
Affiance Financial
Minnesota
$1.29M -$72.5K -737 -5%
FBB
327
Fulton Breakefield Broenniman
Maryland
$1.26M +$147K +1,499 +13%
SPI
328
Sutton Place Investors
New York
$1.24M -$231K -2,345 -15%
PP
329
Palladium Partners
Virginia
$1.23M -$27K -275 -2%
CPA
330
Cardiff Park Advisors
California
$1.22M +$590 +6 +0%
Comerica Bank
331
Comerica Bank
Texas
$1.2M -$718K -7,302 -36%
RCM
332
Raleigh Capital Management
North Carolina
$1.2M +$1.16M +11,781 +1,832%
SAM
333
Strategy Asset Managers
California
$1.19M +$710K +7,221 +141%
CDH
334
Charles D. Hyman
$1.19M -$8.85K -90 -0.6%
BG
335
Benedetti & Gucer
Georgia
$1.17M +$25.6K +260 +2%
UAS
336
United Asset Strategies
New York
$1.16M +$99.5K +1,012 +9%
MIM
337
Macroview Investment Management
Maryland
$1.15M -$162K -1,646 -12%
CFG
338
Cooper Financial Group
California
$1.15M -$529K -5,382 -31%
APC
339
Aspire Private Capital
North Carolina
$1.14M +$47.2K +480 +4%
TC
340
TAP Consulting
Missouri
$1.12M -$568K -5,779 -33%
SG
341
StoneX Group
New York
$1.11M -$182K -1,852 -14%
PAMG
342
Patton Albertson Miller Group
Tennessee
$1.1M -$793K -8,062 -41%
TFA
343
Teamwork Financial Advisors
Texas
$1.08M +$737K +7,495 +201%
TC
344
TownSquare Capital
Utah
$1.08M +$403K +4,095 +58%
SFO
345
Stokes Family Office
Louisiana
$1.08M +$248K +2,518 +29%
WAM
346
Weinberger Asset Management
California
$1.07M +$170K +1,729 +18%
SOS
347
Silver Oak Securities
Tennessee
$1.06M +$1.12M +11,356 New
BCM
348
BTC Capital Management
Iowa
$1.06M
PA
349
Pinnacle Associates
New York
$1.04M
WANY
350
Wealthspire Advisors (New York)
New York
$1.04M +$1.07M +10,849 New

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.