iShares MSCI EAFE Growth ETF
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.
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)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Envestnet Asset Management
Chicago,
Illinois
|
+$631M |
| 2 |
LPL Financial
San Diego,
California
|
+$107M |
| 3 |
BlackRock
New York
|
+$99M |
| 4 |
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
Boston,
Massachusetts
|
-$18.9M |
| 3 |
M&T Bank
Buffalo,
New York
|
-$14M |
| 4 |
FWP
FAS Wealth Partners
Leawood,
Kansas
|
-$12.9M |
| 5 |
IWC
Integrated Wealth Concepts
Waltham,
Massachusetts
|
-$12.4M |
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.