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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
SC
751
Scotia Capital
Ontario, Canada
-$301K -2,730 Closed
CA
752
CGN Advisors
Kansas
-$301K -2,725 Closed
MA
753
MKT Advisors
California
-$259K -2,646 Closed
CRWM
754
Castle Rock Wealth Management
California
-$258K -2,549 Closed
MOS
755
MGO One Seven
Ohio
-$279K -2,527 Closed
ARC
756
Advisor Resource Council
Texas
-$268K -2,428 Closed
TC
757
Trilogy Capital
California
-$267K -2,419 Closed
BOTW
758
Bank of the West
California
-$262K -2,373 Closed
FIM
759
Freedom Investment Management
Connecticut
-$261K -2,370 Closed
KFS
760
Kaizen Financial Strategies
California
-$254K -2,306 Closed
KeyBank National Association
761
KeyBank National Association
Ohio
-$252K -2,286 Closed
SEEDPG
762
S.E.E.D. Planning Group
New York
-$244K -2,211 Closed
RFC
763
Regions Financial Corp
Alabama
-$234K -2,124 Closed
MI
764
Moneywise Inc
Virginia
-$225K -2,038 Closed
DA
765
Detalus Advisors
Missouri
-$222K -2,010 Closed
IDBONY
766
Israel Discount Bank of New York
New York
-$219K -1,986 Closed
GG
767
Gofen & Glossberg
Illinois
-$219K -1,982 Closed
CC
768
Courier Capital
New York
-$216K -1,955 Closed
BHBT
769
Burke & Herbert Bank & Trust
Virginia
-$215K -1,950 Closed
ADIM
770
Alpha DNA Investment Management
Maryland
-$213K -1,938 Closed
NL
771
Navalign LLC
California
-$213K -1,928 Closed
Financial Engines Advisors
772
Financial Engines Advisors
California
-$210K -1,898 Closed
AFAS
773
Acorn Financial Advisory Services
Virginia
-$204K -1,847 Closed
PCM
774
Pennsylvania Capital Management
Pennsylvania
-$202K -1,835 Closed
AIM
775
Alhambra Investment Management
Florida
-$201K -1,825 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.