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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
SB
76
Strategic Blueprint
Georgia
$13.2M -$1.23M -12,519 -8%
HFA
77
High Falls Advisors
New York
$12.8M -$8.72M -88,650 -40%
CWM
78
Cranbrook Wealth Management
Michigan
$12.7M +$56.7K +577 +0.4%
PFA
79
Pettinga Financial Advisors
Indiana
$12.7M -$8.19M -83,299 -39%
CFD
80
Creative Financial Designs
Indiana
$12.5M -$186K -1,887 -1%
LWA
81
Lineweaver Wealth Advisors
Ohio
$11.6M -$1.44M -14,635 -11%
WWG
82
West Wealth Group
California
$11.1M -$6.13M -62,378 -35%
BRWM
83
B. Riley Wealth Management
Tennessee
$11.1M +$2.7M +27,491 +31%
SHJ
84
Sharkey, Howes & Javer
Colorado
$11M -$7.3M -74,214 -39%
PFG
85
PAX Financial Group
Texas
$10.9M -$5.49M -55,879 -33%
MGIA
86
Moneta Group Investment Advisors
Missouri
$10.6M +$599K +6,096 +6%
SW
87
SteelPeak Wealth
California
$9.88M -$6.99M -71,097 -41%
FCA
88
FLC Capital Advisors
California
$9.72M +$527K +5,355 +6%
HGWM
89
Horst & Graben Wealth Management
Oregon
$9.51M -$3.87M -39,313 -28%
C1AG
90
Client 1st Advisory Group
Florida
$9.45M +$282K +2,870 +3%
OWA
91
One Wealth Advisors
California
$9.38M -$4.47M -45,446 -32%
PPP
92
Private Portfolio Partners
New Jersey
$9.14M +$6.69M +67,993 +253%
WAM
93
Wakefield Asset Management
Colorado
$9M -$4.57M -46,471 -33%
BRWA
94
B. Riley Wealth Advisors
Florida
$8.92M -$4.25M -43,254 -32%
T
95
TCWP
Ohio
$8.72M -$869K -8,841 -9%
HA
96
HYA Advisors
Missouri
$8.68M -$665K -6,762 -7%
MWM
97
Marion Wealth Management
Pennsylvania
$8.67M +$285K +2,903 +3%
Goldman Sachs
98
Goldman Sachs
New York
$8.57M +$387K +3,935 +5%
Citigroup
99
Citigroup
New York
$8.34M -$1M -10,180 -11%
HPC
100
Hobart Private Capital
North Carolina
$8.2M -$6.34M -64,526 -43%

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.