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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
GI
651
Gradient Investments
Minnesota
$42K -$9.73K -99 -18%
PPWM
652
PFG Private Wealth Management
Florida
$41K -$36.1K -367 -46%
MPWT
653
MassMutual Private Wealth & Trust
Connecticut
$41K -$9.73K -99 -19%
BCPWM
654
Bradley & Co Private Wealth Management
Florida
$41K
COCM
655
Charter Oak Capital Management
New Hampshire
$38K
AWM
656
Avior Wealth Management
Nebraska
$37K -$51K -519 -57%
SL
657
Savior LLC
Massachusetts
$37K -$31.7K -322 -46%
AIM
658
Anchor Investment Management
South Carolina
$34.9K
IAIM
659
Industrial Alliance Investment Management
Quebec, Canada
$33K -$2.56K -26 -7%
SCA
660
Sandy Cove Advisors
Massachusetts
$31K
EW
661
Emerson Wealth
Michigan
$30K
EWM
662
Endurance Wealth Management
Rhode Island
$29K
PO
663
Private Ocean
California
$29K
BWP
664
Baldwin Wealth Partners
Massachusetts
$28K
RTC
665
Riverview Trust Company
Washington
$28K
ACK
666
Andrew C. Karlinski
$25K
AWM
667
Abound Wealth Management
Tennessee
$23.7K -$14.9K -152 -38%
HIA
668
Harbor Investment Advisory
Maryland
$23K +$4.62K +47 +24%
LWA
669
Lenox Wealth Advisors
New York
$23K +$23.8K +242 New
ACA
670
Aptus Capital Advisors
Alabama
$22K -$37K -376 -62%
HBW
671
Hazlett, Burt & Watson
West Virginia
$22K +$23K +234 New
LSA
672
Lansing Street Advisors
Pennsylvania
$18K +$19K +193 New
EWM
673
EPG Wealth Management
Georgia
$16K
HA
674
Herold Advisors
New York
$14.4K +$14.7K +150 New
BL
675
Balentine LLC
Georgia
$14K

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.