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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
PFG
401
Peterson Financial Group
Iowa
$746K +$2.36K +24 +0.3%
CAM
402
Cresset Asset Management
Illinois
$743K -$19.7K -200 -3%
Cerity Partners
403
Cerity Partners
New York
$730K +$31.2K +317 +4%
NCM
404
NCM Capital Management
New Jersey
$729K +$744K +7,570 New
DC
405
Davenport & Co
Virginia
$722K -$323K -3,283 -30%
FPGK
406
Financial Partners Group (Kansas)
Kansas
$707K -$33K -336 -4%
PCS
407
Personal CFO Solutions
New Jersey
$703K -$189K -1,926 -21%
TPWA
408
TRUE Private Wealth Advisors
Oregon
$696K -$867K -8,817 -53%
BWM
409
Baystate Wealth Management
Massachusetts
$692K -$393K -3,993 -36%
KA
410
Kovack Advisors
Florida
$688K +$67.8K +690 +11%
GPA
411
Guidance Point Advisors
Massachusetts
$685K +$24.8K +252 +4%
FMII
412
Farmers & Merchants Investments Inc
Nebraska
$681K +$274K +2,787 +65%
AF
413
Alerus Financial
North Dakota
$680K
FCA
414
FinTrust Capital Advisors
South Carolina
$675K -$158K -1,604 -19%
MFG
415
Magnus Financial Group
New York
$670K -$99.7K -1,014 -13%
FA
416
FDx Advisors
Illinois
$669K -$113K -1,151 -14%
LHEI
417
Leo H. Evart Inc
California
$665K -$688 -7 -0.1%
SIA
418
Stegner Investment Associates
Kentucky
$664K -$453K -4,608 -40%
JF
419
JSF Financial
California
$655K -$927K -9,433 -58%
GT
420
Greenleaf Trust
Michigan
$648K +$662K +6,728 New
TA
421
TrueWealth Advisors
Alabama
$647K
FCI
422
Financial Counselors Inc
Kansas
$643K -$17.3K -176 -3%
CCG
423
Cypress Capital Group
Florida
$642K +$16.8K +171 +3%
QPWM
424
Quadrant Private Wealth Management
Pennsylvania
$637K -$203K -2,067 -24%
RF
425
Rollins Financial
Georgia
$633K -$299K -3,045 -32%

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.