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iShares MSCI EAFE Growth ETF
EFG

846 hedge funds and large institutions have $9.88B invested in iShares MSCI EAFE Growth ETF in 2023 Q4 according to their latest regulatory filings, with 125 funds opening new positions, 230 increasing their positions, 384 reducing their positions, and 52 closing their positions.

New
Increased
Maintained
Reduced
Closed

140% more first-time investments, than exits

New positions opened: 125 | Existing positions closed: 52

7% more funds holding

Funds holding: 787 → 846 (+59)

1.1% more ownership

Funds ownership: 90.59% → 91.68% (+1.1%)

4% less capital invested

Capital invested by funds: $10.3B → $9.88B (-$385M)

3% less funds holding in top 10

Funds holding in top 10: 75 → 73 (-2)

40% less repeat investments, than reductions

Existing positions increased: 230 | Existing positions reduced: 384

Holders
846
Holders Change
+59
Holders Change %
+7.5%
% of All Funds
12.33%
Holding in Top 10
73
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-2.67%
% of All Funds
1.06%
New
125
Increased
230
Reduced
384
Closed
52
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
+$259M
2
FWI
Facet Wealth Inc
Maryland
+$85.8M
3
UCFA
United Capital Financial Advisors
Texas
+$42.2M
4
AIA
Alera Investment Advisors
Illinois
+$19.6M
5
AWMS
Advocacy Wealth Management Services
Georgia
+$19.3M

Top Sellers

Rank Fund Capital Flow
1
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$650M
2
Osaic Holdings
Osaic Holdings
Arizona
-$154M
3
LPL Financial
LPL Financial
California
-$147M
4
BlackRock
BlackRock
New York
-$137M
5
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions
Illinois
-$90.8M
Name Holding Trade Value Shares
Change 		Change in
Stake
DI
276
Disciplined Investments
Oklahoma
$2.83M +$53.2K +594 +2%
DADC
277
D.A. Davidson & Co
Montana
$2.81M -$27.6K -308 -1%
HI
278
Harbour Investments
Wisconsin
$2.81M -$1.44M -16,107 -36%
TVM
279
True Vision MN
Minnesota
$2.81M +$2.6M +28,992 New
CAG
280
Csenge Advisory Group
Florida
$2.78M -$1.08M -12,106 -30%
FWMM
281
Foundation Wealth Management (Missouri)
Missouri
$2.76M -$244K -2,727 -9%
OCM
282
One Capital Management
California
$2.76M -$55.4K -618 -2%
CFS
283
Commonwealth Financial Services
West Virginia
$2.75M +$283K +3,157 +13%
HA
284
Hofer & Associates
California
$2.71M +$5.56K +62 +0.2%
SFS
285
Security Financial Services
Indiana
$2.7M -$1.31M -14,620 -34%
PFWA
286
Paces Ferry Wealth Advisors
Georgia
$2.7M +$1.81M +20,237 +264%
SYBT
287
Stock Yards Bank & Trust
Kentucky
$2.7M +$2.27M +25,380 +1,013%
DWMS
288
Dominguez Wealth Management Solutions
Virginia
$2.69M +$31K +346 +1%
TWM
289
Tradition Wealth Management
Minnesota
$2.69M -$1.15M -12,863 -32%
AF
290
Advisornet Financial
Minnesota
$2.63M -$1.18M -13,143 -33%
APWM
291
Atlas Private Wealth Management
New York
$2.63M +$154K +1,723 +7%
DI
292
DFPG Investments
Utah
$2.62M +$195K +2,178 +8%
Squarepoint
293
Squarepoint
New York
$2.61M -$807K -9,004 -25%
JWCA
294
J.W. Cole Advisors
Florida
$2.6M +$84.8K +946 +4%
NA
295
Navellier & Associates
Nevada
$2.58M – – –
MWS
296
Maxwell Wealth Strategies
California
$2.58M +$2.39M +26,628 New
SFG
297
StrategIQ Financial Group
Indiana
$2.56M -$85.2K -951 -3%
GWM
298
Geneos Wealth Management
Colorado
$2.54M +$37.3K +416 +2%
AWE
299
Avidian Wealth Enterprises
Texas
$2.52M -$5.52M -61,560 -70%
PG
300
Patten Group
Tennessee
$2.49M +$188K +2,096 +9%
10 11
12
13 14

EFG Hedge Fund Activity: Q4 2023 in Review

846 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in iShares MSCI EAFE Growth ETF (EFG) for Q4 2023, worth a combined $9.88B — down 3.7% from $10.3B a quarter earlier.

Buyers outnumbered sellers: 125 funds opened new EFG positions and 52 closed out — a net gain of 73 holders — while 230 added to existing stakes and 384 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $259M. The largest seller was Envestnet Asset Management, cutting an estimated $650M.

  • 846 institutional investors held iShares MSCI EAFE Growth ETF (EFG) as of Q4 2023, up from 787 in Q3 2023.
  • Funds reported $9.88B of iShares MSCI EAFE Growth ETF stock for Q4 2023, down 3.7% quarter-over-quarter.
  • 125 funds opened new iShares MSCI EAFE Growth ETF positions in Q4 2023 and 52 closed out, a net change of +73 holders.
  • The largest iShares MSCI EAFE Growth ETF buyer in Q4 2023 was Morgan Stanley, an estimated $259M added.
  • The largest iShares MSCI EAFE Growth ETF seller in Q4 2023 was Envestnet Asset Management, an estimated $650M sold.

Based on aggregated 13F filings for Q4 2023.