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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
FWA
676
FSC Wealth Advisors
New York
$13K +$10.1K +103 +294%
CFFP
677
Center for Financial Planning
Michigan
$12K
MFC
678
Morris Financial Concepts
South Carolina
$12K
OHWP
679
Oak Harbor Wealth Partners
North Carolina
$12K
ADL
680
Asset Dedication LLC
California
$11K
SFCL
681
Strengthening Families & Communities LLC
Massachusetts
$11K
HI
682
Hudock Inc
Pennsylvania
$10K -$12.3K -125 -53%
BWS
683
BCR Wealth Strategies
Alabama
$10K
NC
684
NewSquare Capital
Pennsylvania
$10K
AWMS
685
Advocacy Wealth Management Services
Georgia
$10K +$10.2K +104 New
CBT
686
CoreFirst Bank & Trust
Kansas
$9K
OSNBOA
687
Old Second National Bank of Aurora
Illinois
$9K +$9.44K +96 New
BLC
688
Brown, Lisle/Cummings
Rhode Island
$8.38K
BCWM
689
Bartlett & Co Wealth Management
Ohio
$8.38K +$8.55K +87 New
HCP
690
Hexagon Capital Partners
Arkansas
$8K
TCM
691
Tanaka Capital Management
New York
$8K
BC
692
Bartlett & Co
Ohio
$8K +$8.55K +87 New
PCA
693
Providence Capital Advisors
North Carolina
$7K +$3.54K +36 +92%
EI
694
Ellevest Inc
New York
$7K +$6.88K +70 New
TRCT
695
Tower Research Capital (TRC)
New York
$7K +$6.88K +70 New
AFG
696
Albion Financial Group
Utah
$7K +$7.08K +72 New
SCA
697
Stonebridge Capital Advisors
Minnesota
$6K -$13.2K -134 -67%
BEI
698
Benjamin Edwards Inc
Missouri
$6K
BBPWM
699
Blue Bell Private Wealth Management
Pennsylvania
$6K
FBT
700
First Bank & Trust
South Dakota
$6K

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.