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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
ICP
551
Interchange Capital Partners
Pennsylvania
$266K +$272K +2,769 New
FCBT
552
First Citizens Bank & Trust
North Carolina
$265K -$764K -7,774 -74%
CFS
553
CRA Financial Services
New Jersey
$265K
SRC
554
Shufro Rose & Co
New York
$264K +$270K +2,746 New
FAT
555
First American Trust
California
$262K -$46.9K -477 -15%
MWM
556
Meridian Wealth Management
Kentucky
$261K -$57.6K -586 -18%
GCMG
557
Gyroscope Capital Management Group
Florida
$261K -$2.65K -27 -1%
GFS
558
GYL Financial Synergies
Connecticut
$259K +$1.67K +17 +0.6%
MBT
559
Montecito Bank & Trust
California
$256K -$6.49K -66 -2%
OFS
560
Oldfather Financial Services
Nebraska
$256K
PIA
561
Perennial Investment Advisors
California
$253K +$256K +2,608 New
LNB
562
Ledyard National Bank
$252K -$1.77K -18 -0.7%
CA
563
Continuum Advisory
Idaho
$250K -$120K -1,221 -30%
LWAM
564
Legacy Wealth Asset Management
Minnesota
$249K -$701K -7,132 -73%
ACP
565
Aveo Capital Partners
Colorado
$248K -$136K -1,380 -35%
OGF
566
Orin Green Financial
California
$246K
LC
567
Lindbrook Capital
California
$244K -$98.3K -1,000 -28%
MIM
568
Miller Investment Management
Pennsylvania
$244K
KIG
569
Kowal Investment Group
Wisconsin
$244K +$249K +2,530 New
B
570
Bridgeworth
Alabama
$242K +$247K +2,516 New
HR
571
Hardy Reed
Mississippi
$242K +$248K +2,518 New
RMC
572
Regis Management Company
California
$237K
MPCL
573
My Personal CFO LLC
Washington
$236K +$41.1K +418 +21%
CAMG
574
CWA Asset Management Group
Florida
$234K -$27.2K -277 -10%
AP
575
Advisor Partners
California
$234K -$3.15K -32 -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.