We are live on ! Find out more
EFG icon

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
SQA
701
Simon Quick Advisors
New Jersey
$6K
TAM
702
Townsend Asset Management
North Carolina
$6K +$98 +1 +2%
EW
703
Element Wealth
Mississippi
$5K
FA
704
Faithward Advisors
Pennsylvania
$5K
MWM
705
Mascoma Wealth Management
New Hampshire
$5K
CYG
706
Clean Yield Group
Vermont
$5K +$5.21K +53 New
BCMLT
707
Beacon Capital Management LLC (Tennessee)
Tennessee
$5K +$5.41K +55 New
NOI
708
Newton One Investments
Delaware
$4K -$3.93K -40 -50%
CIAS
709
Capital Investment Advisory Services
North Carolina
$4K
TCWA
710
Ten Capital Wealth Advisors
Washington
$4K
PAI
711
Pittenger & Anderson Inc
Nebraska
$3K
FAG
712
Fortitude Advisory Group
Washington
$3K +$2.85K +29 New
AWM
713
Accel Wealth Management
Iowa
$2K
S
714
SignatureFD
Georgia
$1K -$54.6K -555 -98%
FRA
715
Front Row Advisors
California
$1K
GWSG
716
GPS Wealth Strategies Group
Colorado
$1K
HWA
717
HHM Wealth Advisors
Tennessee
$1K
SSC
718
Syverson Strege & Co
Iowa
$1K
CP
719
Castleview Partners
Texas
-$1.3K -143,928 Closed
WAM
720
WNY Asset Management
New York
-$11.9M -107,832 Closed
MWP
721
Meridian Wealth Partners
Pennsylvania
-$8.94M -81,037 Closed
SFS
722
Sowell Financial Services
Arkansas
-$8.54M -77,345 Closed
ECG
723
Edge Capital Group
Georgia
-$6.16M -55,891 Closed
Neuberger Berman Group
724
Neuberger Berman Group
New York
-$3.84M -34,820 Closed
SFG
725
Sage Financial Group
Pennsylvania
-$2.78M -25,239 Closed

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.