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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
RDFA
626
Ritter Daniher Financial Advisory
Ohio
$82K
FA
627
Fortis Advisors
Pennsylvania
$76K -$26.9K -274 -26%
National Bank of Canada
628
National Bank of Canada
Quebec, Canada
$76K
ATC
629
Adirondack Trust Company
New York
$74K +$71.3K +725 +1,686%
ZIG
630
Zullo Investment Group
Pennsylvania
$70K
BONH
631
Bank of New Hampshire
New Hampshire
$69K +$70.2K +714 New
NFSG
632
Newbridge Financial Services Group
Florida
$68K -$44.8K -456 -39%
PB
633
Pinnacle Bancorp
Nebraska
$68K
SFSG
634
Sound Financial Strategies Group
Mississippi
$67K -$2.5M -25,431 -97%
CCM
635
Cribstone Capital Management
Maine
$67K
IF
636
Integrity Financial
Wyoming
$67K +$3.64K +37 +6%
First Manhattan
637
First Manhattan
New York
$65K
SSB
638
Sandy Spring Bank
Maryland
$65K
IFAM
639
Institutional & Family Asset Management
Colorado
$62K -$3.15K -32 -5%
WTA
640
Washington Trust Advisors
Massachusetts
$60K
PP
641
PFS Partners
New Jersey
$59.7K
CIBC Private Wealth Group
642
CIBC Private Wealth Group
Georgia
$58K +$59K +600 New
MW
643
Milestone Wealth
New York
$56K
HWM
644
HighMark Wealth Management
Minnesota
$50K +$3.05K +31 +6%
AF
645
Allworth Financial
California
$49K -$176K -1,785 -78%
JFA
646
JNBA Financial Advisors
Minnesota
$46K -$30.7K -312 -39%
IWP
647
IAG Wealth Partners
Wisconsin
$46K -$3.93K -40 -8%
SC
648
Siena Capital
Ohio
$44K +$45K +458 New
BA
649
Ballast Advisors
Minnesota
$43K
OIA
650
Optimum Investment Advisors
Illinois
$43K

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.