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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
SFG
476
Sovereign Financial Group
Connecticut
$443K -$310K -3,152 -41%
GIA
477
Gladstone Institutional Advisory
Florida
$438K +$128K +1,305 +40%
Fisher Asset Management
478
Fisher Asset Management
Washington
$432K +$10.9K +111 +3%
HCMT
479
Highland Capital Management (Tennessee)
Tennessee
$430K +$492 +5 +0.1%
CCG
480
Capital CS Group
California
$426K -$344K -3,494 -44%
MIC
481
Means Investment Company
Maine
$422K +$11.1K +113 +3%
BFA
482
Beacon Financial Advisory
Ohio
$421K -$215K -2,182 -33%
PFA
483
Pinnacle Family Advisors
Missouri
$416K -$44.3K -451 -9%
ACM
484
Advisors Capital Management
New Jersey
$406K +$75.3K +766 +22%
CFO
485
CVA Family Office
Colorado
$405K -$121K -1,235 -23%
KFGK
486
Keystone Financial Group (Kentucky)
Kentucky
$405K +$12.2K +124 +3%
TAM
487
Tocqueville Asset Management
New York
$398K
SW
488
SVB Wealth
Massachusetts
$395K -$153K -1,552 -27%
AIA
489
Arcadia Investment Advisors
Idaho
$393K -$37K -376 -8%
UB
490
UMB Bank
Missouri
$393K -$9.24K -94 -2%
SFA
491
Sequoia Financial Advisors
Ohio
$392K +$22.4K +228 +6%
CFG
492
Citizens Financial Group
Rhode Island
$388K +$5.01K +51 +1%
AWM
493
Alterna Wealth Management
Texas
$385K -$182K -1,850 -32%
GLLW
494
Graves Light Lenhart Wealth
Virginia
$385K -$34.2K -348 -8%
MSA
495
Marino Stram & Associates
Massachusetts
$382K +$29.5K +300 +8%
CAL
496
Capital Analysts LLC
Pennsylvania
$377K -$19.7K -200 -5%
P
497
Pitcairn
Pennsylvania
$377K +$385K +3,919 New
LA
498
LexAurum Advisors
Kansas
$376K -$243K -2,472 -39%
ACA
499
Aspire Capital Advisors
Washington
$372K +$380K +3,865 New
TCM
500
TD Capital Management
Tennessee
$371K +$295 +3 +0.1%

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.