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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
IFG
451
Independent Financial Group
California
$512K -$312K -3,173 -37%
LWAC
452
Laurel Wealth Advisors (California)
California
$512K +$234K +2,381 +81%
WI
453
WrapManager Inc
California
$510K +$20.8K +212 +4%
FCFC
454
First Citizens Financial Corp
Iowa
$507K +$118K +1,203 +30%
VC
455
Veracity Capital
Georgia
$502K -$232K -2,361 -31%
GSEP
456
Golden State Equity Partners
California
$500K -$1.87K -19 -0.4%
SI
457
Stephens Inc
Arkansas
$497K +$112K +1,135 +28%
ATPW
458
Ashton Thomas Private Wealth
Arizona
$497K +$235K +2,389 +86%
AA
459
Ancora Advisors
Ohio
$493K -$96.1K -977 -16%
IBOK
460
Independence Bank of Kentucky
Kentucky
$492K +$410K +4,165 +441%
ELI
461
Empire Life Investments
Ontario, Canada
$491K -$128K -1,300 -20%
ABC
462
Associated Banc-Corp
Wisconsin
$491K -$104K -1,055 -17%
SCM
463
SCS Capital Management
Massachusetts
$486K
PI
464
Pachira Investments
California
$485K
GCM
465
Gables Capital Management
Florida
$482K -$95.1K -967 -16%
LWP
466
Laurel Wealth Planning
Minnesota
$477K -$126K -1,280 -21%
LWP
467
Lumature Wealth Partners
Georgia
$472K -$14K -142 -3%
MSFS
468
Main Street Financial Solutions
Pennsylvania
$470K
NSIM
469
North Star Investment Management
Illinois
$461K +$9.83K +100 +2%
WS
470
Wedbush Securities
California
$457K -$311K -3,159 -40%
V
471
Veritable
Delaware
$457K -$53.7K -546 -10%
HG
472
Harbor Group
New Hampshire
$457K +$466K +4,743 New
HWM
473
Hohimer Wealth Management
Washington
$452K +$70K +712 +18%
PWM
474
PRW Wealth Management
Massachusetts
$450K -$90.7K -922 -16%
CWM
475
Cherrydale Wealth Management
New Jersey
$446K -$680K -6,915 -60%

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.