iShares MSCI EAFE Growth ETF
737 hedge funds and large institutions have $11.9B invested in iShares MSCI EAFE Growth ETF in 2021 Q4 according to their latest regulatory filings, with 164 funds opening new positions, 331 increasing their positions, 132 reducing their positions, and 46 closing their positions.
257% more first-time investments, than exits
New positions opened: 164 | Existing positions closed: 46
151% more repeat investments, than reductions
Existing positions increased: 331 | Existing positions reduced: 132
111% more call options, than puts
Call options by funds: $2.09M | Put options by funds: $993K
31% more funds holding in top 10
Funds holding in top 10: 61 → 80 (+19)
17% more funds holding
Funds holding: 629 → 737 (+108)
14% more capital invested
Capital invested by funds: $10.5B → $11.9B (+$1.44B)
2.37% more ownership
Funds ownership: 85.11% → 87.48% (+2.4%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Envestnet Asset Management
Chicago,
Illinois
|
+$218M |
| 2 |
Bank of America
Charlotte,
North Carolina
|
+$91.9M |
| 3 |
LPL Financial
San Diego,
California
|
+$53.8M |
| 4 |
Morgan Stanley
New York
|
+$51.1M |
| 5 |
CG
Colony Group
Boston,
Massachusetts
|
+$37.3M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
MOACM
Mutual of America Capital Management
New York
|
-$80.4M |
| 2 |
CFG
Cooper Financial Group
Irvine,
California
|
-$18.7M |
| 3 |
PSUF
People's United Financial
Bridgeport,
Connecticut
|
-$17.8M |
| 4 |
FTUS
Flow Traders U.S.
New York
|
-$12.1M |
| 5 |
LWM
Liberty Wealth Management
Oakland,
California
|
-$11.3M |
EFG Hedge Fund Activity: Q4 2021 in Review
737 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in iShares MSCI EAFE Growth ETF (EFG) for Q4 2021, worth a combined $11.9B — up 14% from $10.5B a quarter earlier.
Buyers outnumbered sellers: 164 funds opened new EFG positions and 46 closed out — a net gain of 118 holders — while 331 added to existing stakes and 132 trimmed.
The largest buyer was Envestnet Asset Management, adding an estimated $218M. The largest seller was Mutual of America Capital Management, exiting entirely with an estimated $80.4M sold.
- 737 institutional investors held iShares MSCI EAFE Growth ETF (EFG) as of Q4 2021, up from 629 in Q3 2021.
- Funds reported $11.9B of iShares MSCI EAFE Growth ETF stock for Q4 2021, up 14% quarter-over-quarter.
- 164 funds opened new iShares MSCI EAFE Growth ETF positions in Q4 2021 and 46 closed out, a net change of +118 holders.
- The largest iShares MSCI EAFE Growth ETF buyer in Q4 2021 was Envestnet Asset Management, an estimated $218M added.
- The largest iShares MSCI EAFE Growth ETF seller in Q4 2021 was Mutual of America Capital Management, an estimated $80.4M sold.
Based on aggregated 13F filings for Q4 2021.