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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
Fifth Third Bancorp
601
Fifth Third Bancorp
Ohio
$172K -$28.9K -294 -14%
CPFP
602
Clear Perspectives Financial Planning
Ohio
$164K -$403K -4,099 -71%
MCC
603
Money Concepts Capital
Florida
$155K +$153K +1,560 +3,391%
MPCG
604
Matrix Private Capital Group
New York
$152K
BC
605
Burleson & Co
California
$148K -$161K -1,639 -52%
FHA
606
First Horizon Advisors
Tennessee
$138K -$3.91M -39,772 -97%
BWA
607
BDO Wealth Advisors
Florida
$133K -$27.5K -280 -17%
CIAS
608
CFS Investment Advisory Services
New Jersey
$131K +$1.22B +12,435,989 +7,202%
WB
609
Webster Bank
Connecticut
$128K
FFC
610
First Financial Corp
Indiana
$125K +$11.9K +121 +10%
RIM
611
Rockbridge Investment Management
New York
$125K
BA
612
Bellwether Advisors
Nebraska
$121K
DWP
613
Destiny Wealth Partners
Florida
$120K -$9.54K -97 -7%
GWS
614
Glassman Wealth Services
Virginia
$117K -$10.4K -106 -8%
PP
615
Prosperity Planning
Missouri
$116K
KTC
616
Kistler-Tiffany Companies
Pennsylvania
$116K +$119K +1,207 New
MFT
617
Moisand Fitzgerald Tamayo
Florida
$115K
VNA
618
Valley National Advisers
Pennsylvania
$114K -$4.92K -50 -4%
LCM
619
Logan Capital Management
Pennsylvania
$104K +$11K +112 +12%
CWP
620
Concord Wealth Partners
Virginia
$96K -$1.77K -18 -2%
RBC
621
Roble Belko & Company
Pennsylvania
$96K
AWM
622
Angeles Wealth Management
California
$94K +$95.6K +972 New
TAM
623
Tucker Asset Management
Colorado
$92.5K +$25.2K +256 +36%
LIA
624
LS Investment Advisors
Michigan
$87K
WT
625
Whittier Trust
California
$87K

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.