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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
HFS
776
Horizon Financial Services
North Carolina
-$148K -1,340 Closed
AWA
777
Amplius Wealth Advisors
Pennsylvania
-$90K -817 Closed
EVM
778
Eaton Vance Management
Massachusetts
-$86K -782 Closed
SFM
779
Signet Financial Management
New Jersey
-$61K -557 Closed
BAM
780
Barrett Asset Management
New York
-$54K -487 Closed
SPA
781
Shore Point Advisors
New Jersey
-$52K -472 Closed
OA
782
Operose Advisors
Wisconsin
-$41K -375 Closed
CCM
783
Chilton Capital Management
Texas
-$37K -337 Closed
JWBC
784
John W. Brooker & Co
California
-$31K -282 Closed
TCWM
785
Total Clarity Wealth Management
Illinois
-$23K -205 Closed
IAG
786
Investmark Advisory Group
Connecticut
-$17K -162 Closed
CI
787
Cordant Inc
Oregon
-$16K -145 Closed
LFA
788
Level Financial Advisors
New York
-$14K -131 Closed
CWS
789
Confluence Wealth Services
Pennsylvania
-$13K -123 Closed
RK
790
Rather & Kittrell
Tennessee
-$10K -98 Closed
LPWM
791
Lake Point Wealth Management
Texas
-$7K -65 Closed
BW
792
Bison Wealth
Georgia
-$6K -50 Closed
EWM
793
Evermay Wealth Management
Virginia
-$5K -49 Closed
M
794
MOTCO
Texas
-$3K -30 Closed
CA
795
Cornerstone Advisory
Maryland
-$2K -20 Closed
HWA
796
Heritage Wealth Advisors
Virginia
-$2K -20 Closed
RDIA
797
RE Dickinson Investment Advisors
Iowa
-$2K -18 Closed
PG
798
Proffitt & Goodson
Tennessee
-$2K -15 Closed
AssetMark Inc
799
AssetMark Inc
California
-$2K -14 Closed
TIM
800
Tevis Investment Management
Texas
-$2K -12 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.