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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
MA
576
MONECO Advisors
Connecticut
$231K -$31.1K -316 -12%
Bessemer Group
577
Bessemer Group
New Jersey
$229K
FP
578
Financial Perspectives
Minnesota
$227K +$68.8K +700 +42%
IWN
579
Independent Wealth Network
Iowa
$223K -$25.1K -255 -10%
ACM
580
Absolute Capital Management
Pennsylvania
$222K -$62.7K -638 -22%
RF
581
RHS Financial
California
$218K -$190K -1,932 -46%
USCWA
582
U.S. Capital Wealth Advisors
Texas
$217K +$23.6K +240 +12%
FA
583
Flagstar Advisors
New York
$215K +$21.8K +222 +11%
RFN
584
RDA Financial Network
Iowa
$213K +$217K +2,209 New
BHTS
585
Bar Harbor Trust Services
Maine
$211K -$43.6K -443 -17%
CT
586
Cambridge Trust
Massachusetts
$211K +$169K +1,717 +361%
SPWM
587
Schrum Private Wealth Management
Florida
$209K -$98 -1 -0%
AL
588
Aspiriant LLC
California
$209K
UL
589
Unionview LLC
Washington
$209K
FFA
590
First Foundation Advisors
California
$208K +$213K +2,163 New
SIS
591
Sound Income Strategies
Florida
$206K -$10.9K -111 -5%
WF
592
Wayfinding Financial
Washington
$205K -$57.7K -587 -20%
NCM
593
Neumann Capital Management
California
$205K
IWM
594
IHT Wealth Management
Illinois
$205K +$209K +2,129 New
FFA
595
Fi3 Financial Advisors
Indiana
$204K
OIA
596
OneDigital Investment Advisors
Kansas
$202K -$33.8K -344 -14%
SLWA
597
San Luis Wealth Advisors
California
$195K +$174K +1,765 New
FFA
598
Founders Financial Alliance
North Carolina
$192K +$3.34K +34 +2%
SWM
599
Selective Wealth Management
Virginia
$191K -$68.3K -695 -26%
JWA
600
JFS Wealth Advisors
Pennsylvania
$180K +$182K +1,846 +7,692%

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.