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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
CG
51
Colony Group
Massachusetts
$23.1M -$20.6M -209,181 -47%
QC
52
Quent Capital
New York
$22.9M +$7.35M +74,703 +46%
BAAM
53
Baker Avenue Asset Management
California
$22.4M -$181K -1,841 -0.8%
NA
54
NewEdge Advisors
Louisiana
$21.7M -$11.1M -112,746 -33%
RJA
55
Raymond James & Associates
Florida
$20.8M -$26.8M -272,216 -56%
NB
56
NBT Bank
New York
$20.2M +$761K +7,740 +4%
BDF
57
Balasa Dinverno & Foltz
$20M +$627K +6,373 +3%
Prudential Financial
58
Prudential Financial
New Jersey
$19.4M -$2.6M -26,404 -12%
RFA
59
RTD Financial Advisors
Pennsylvania
$19.2M -$1.19M -12,133 -6%
AI
60
Atria Investments
North Carolina
$18.8M -$10.7M -108,734 -36%
HighTower Advisors
61
HighTower Advisors
Illinois
$18.7M -$6.66M -67,698 -26%
CW
62
CreativeOne Wealth
Kansas
$18.6M -$7.74M -78,703 -29%
IWP
63
Icon Wealth Partners
Texas
$17.3M -$6.06M -61,633 -26%
AWS
64
Atria Wealth Solutions
New York
$17.3M +$17.6M +179,377 New
FIA
65
Foundations Investment Advisors
Arizona
$16.8M +$11.1K +113 +0.1%
MA
66
MUFG Americas
New York
$16.6M -$109K -1,112 -0.6%
CP
67
Covenant Partners
Tennessee
$16.3M +$1.22M +12,413 +8%
Kayne Anderson Rudnick Investment Management
68
Kayne Anderson Rudnick Investment Management
California
$16.2M -$2.72M -27,635 -14%
Cetera Investment Advisers
69
Cetera Investment Advisers
Illinois
$14.9M +$868K +8,830 +6%
SWM
70
Shakespeare Wealth Management
Wisconsin
$14.8M +$1.06M +10,757 +8%
APW
71
Austin Private Wealth
Texas
$14.7M -$1.87M -19,007 -11%
William Blair & Company
72
William Blair & Company
Illinois
$14.2M -$796K -8,091 -5%
MCIA
73
Mountain Capital Investment Advisors
Colorado
$13.9M +$917K +9,323 +7%
1WM
74
1900 Wealth Management
Texas
$13.7M -$4.72M -47,967 -25%
SCA
75
STALEY CAPITAL ADVISERS
Pennsylvania
$13.5M -$636K -6,467 -4%

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.