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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
PA
726
PFG Advisors
Arizona
-$2.57M -23,266 Closed
SAM
727
Stringer Asset Management
Tennessee
-$1.19M -19,462 Closed
JSW
728
Journey Strategic Wealth
New Jersey
-$1.82M -16,551 Closed
AAM
729
Autus Asset Management
Arizona
-$1.74M -15,777 Closed
OPWM
730
Oxinas Partners Wealth Management
Indiana
-$1.37M -12,432 Closed
KM
731
Kalos Management
Georgia
-$1.23M -10,814 Closed
OWA
732
Opal Wealth Advisors
New York
-$874K -7,926 Closed
MW
733
Marcum Wealth
Ohio
-$826K -7,493 Closed
FHC
734
First Heartland Consultants
Missouri
-$810 -7,352 Closed
CP
735
Capital Planning
Washington
-$684K -6,198 Closed
CWG
736
Crown Wealth Group
North Carolina
-$669K -6,062 Closed
CPC
737
Cookson Peirce & Co
Pennsylvania
-$593K -5,377 Closed
TWP
738
Total Wealth Planning
Ohio
-$373K -4,818 Closed
SW
739
Simplicity Wealth
New Jersey
-$521K -4,722 Closed
RRC
740
Relaxing Retirement Coach
Massachusetts
-$451K -4,080 Closed
BWA
741
Burt Wealth Advisors
Maryland
-$441K -4,000 Closed
BFG
742
Beacon Financial Group
Texas
-$403K -3,642 Closed
AFP
743
Ausdal Financial Partners
Iowa
-$357K -3,235 Closed
Deutsche Bank
744
Deutsche Bank
Germany
-$344K -3,123 Closed
CA
745
Calton & Associates
Florida
-$342K -3,101 Closed
TCMP
746
Thrive Capital Management (Pennsylvania)
Pennsylvania
-$332K -3,010 Closed
LWCFA
747
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
-$331K -3,000 Closed
MP
748
McDonald Partners
Ohio
-$325K -2,945 Closed
CIBC World Market
749
CIBC World Market
Ontario, Canada
-$317K -2,873 Closed
F
750
F3Logic
Minnesota
-$311K -2,856 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.