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iShares MSCI EAFE Growth ETF
EFG

685 hedge funds and large institutions have $7.5B invested in iShares MSCI EAFE Growth ETF in 2022 Q3 according to their latest regulatory filings, with 61 funds opening new positions, 316 increasing their positions, 196 reducing their positions, and 65 closing their positions.

New
Increased
Maintained
Reduced
Closed

61% more repeat investments, than reductions

Existing positions increased: 316 | Existing positions reduced: 196

10% more capital invested

Capital invested by funds: $6.79B → $7.5B (+$709M)

7% more funds holding in top 10

Funds holding in top 10: 56 → 60 (+4)

1.99% more ownership

Funds ownership: 85.15% → 87.14% (+2%)

6% less first-time investments, than exits

New positions opened: 61 | Existing positions closed: 65

2% less funds holding

Funds holding: 699 → 685 (-14)

Holders
685
Holders Change
-14
Holders Change %
-2%
% of All Funds
11.8%
Holding in Top 10
60
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+7.14%
% of All Funds
1.03%
New
61
Increased
316
Reduced
196
Closed
65
Calls
$1.54M
Puts
–
Net Calls
+$1.54M
Net Calls Change
-$73K

Top Buyers

Rank Fund Capital Flow
1
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$631M
2
LPL Financial
LPL Financial
California
+$107M
3
BlackRock
BlackRock
New York
+$99M
4
Morgan Stanley
Morgan Stanley
New York
+$69.1M
5
PAS
Park Avenue Securities
New York
+$58.9M

Top Sellers

Rank Fund Capital Flow
1
FTUS
Flow Traders U.S.
New York
-$26.3M
2
Fidelity Investments
Fidelity Investments
Massachusetts
-$18.9M
3
M&T Bank
M&T Bank
New York
-$14M
4
FWP
FAS Wealth Partners
Kansas
-$12.9M
5
IWC
Integrated Wealth Concepts
Massachusetts
-$12.4M
Name Holding Trade Value Shares
Change 		Change in
Stake
AAS
126
Ameritas Advisory Services
Nebraska
$5.67M -$102K -1,245 -2%
EH
127
Equitable Holdings
New York
$5.55M +$508K +6,228 +9%
WA
128
Wealth Alliance
New York
$5.52M +$1.34M +16,433 +28%
SWM
129
SigFig Wealth Management
California
$5.47M +$1.55M +18,999 +60%
WP
130
WealthShield Partners
North Carolina
$5.25M +$1.67M +20,495 +40%
FFN
131
Focus Financial Network
Minnesota
$5.21M +$1.23M +15,130 +27%
AA
132
Axiom Advisory
California
$5.21M +$732K +8,974 +14%
VHAM
133
Van Hulzen Asset Management
California
$5.17M +$1.23M +15,030 +27%
KCM
134
Kathmere Capital Management
Pennsylvania
$5.03M +$5.37M +65,803 +1,841%
SL
135
SWMG LLC
Texas
$5M +$5.62M +68,911 New
ASN
136
Advisory Services Network
Georgia
$4.99M +$917K +11,245 +20%
TF
137
Trek Financial
Arizona
$4.96M +$3.29M +40,357 +144%
WFPG
138
Waller Financial Planning Group
Ohio
$4.94M +$283K +3,468 +5%
CAN
139
Cetera Advisor Networks
California
$4.92M +$252K +3,084 +5%
SL
140
Sentinus LLC
Illinois
$4.87M +$4.61M +56,514 New
DI
141
Disciplined Investments
Oklahoma
$4.85M -$78.2K -959 -1%
APA
142
American Portfolios Advisors
New York
$4.85M +$354K +4,339 +7%
CFA
143
Cahill Financial Advisors
Minnesota
$4.72M +$1.58M +19,419 +43%
BHWM
144
Bay Harbor Wealth Management
Maryland
$4.59M +$1.7M +20,813 +49%
SXL
145
Summit X LLC
Missouri
$4.59M +$2.4M +29,391 +86%
MYIA
146
Mount Yale Investment Advisors
Colorado
$4.57M +$624K +7,644 +14%
EL
147
EQ LLC
Washington
$4.55M +$181K +2,223 +4%
DE
148
Day & Ennis
Georgia
$4.5M +$157K +1,930 +3%
BCM
149
Brookstone Capital Management
Illinois
$4.48M +$1.85M +22,674 +58%
OBWP
150
O'Brien Wealth Partners
Massachusetts
$4.4M +$4.41M +54,011 +816%
4 5
6
7 8

EFG Hedge Fund Activity: Q3 2022 in Review

685 of the 5,805 institutional investors tracked by Wall St. Rank reported a position in iShares MSCI EAFE Growth ETF (EFG) for Q3 2022, worth a combined $7.5B — up 10% from $6.79B a quarter earlier.

Sellers outnumbered buyers: 65 funds closed out of EFG and 61 opened new positions — a net loss of 4 holders — while 196 trimmed existing stakes and 316 added.

The largest buyer was Envestnet Asset Management, adding an estimated $631M. The largest seller was Flow Traders U.S., exiting entirely with an estimated $26.3M sold.

  • 685 institutional investors held iShares MSCI EAFE Growth ETF (EFG) as of Q3 2022, down from 699 in Q2 2022.
  • Funds reported $7.5B of iShares MSCI EAFE Growth ETF stock for Q3 2022, up 10% quarter-over-quarter.
  • 61 funds opened new iShares MSCI EAFE Growth ETF positions in Q3 2022 and 65 closed out, a net change of -4 holders.
  • The largest iShares MSCI EAFE Growth ETF buyer in Q3 2022 was Envestnet Asset Management, an estimated $631M added.
  • The largest iShares MSCI EAFE Growth ETF seller in Q3 2022 was Flow Traders U.S., an estimated $26.3M sold.

Based on aggregated 13F filings for Q3 2022.