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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
VWM
376
Venturi Wealth Management
Texas
$1.47M -$882K -9,845 -39%
BG
377
Benedetti & Gucer
Georgia
$1.45M +$148K +1,651 +12%
KP
378
Keel Point
Alabama
$1.45M +$327K +3,652 +32%
USCWA
379
U.S. Capital Wealth Advisors
Texas
$1.43M +$31.3K +349 +2%
FI
380
FWG Investments
Kentucky
$1.42M +$1.31M +14,651 New
SFA
381
Seneca Financial Advisors
New York
$1.41M +$332K +3,704 +34%
WIA
382
World Investment Advisors
California
$1.4M -$581K -6,487 -31%
CAL
383
Capital Analysts LLC
Pennsylvania
$1.39M -$503K -5,612 -28%
BIG
384
Bush Investment Group
Georgia
$1.39M +$1.27M +14,153 New
MOS
385
MGO One Seven
Ohio
$1.37M +$1.27M +14,140 New
TNBTD
386
Trustmark National Bank Trust Department
Mississippi
$1.36M – – –
Brown Advisory
387
Brown Advisory
Maryland
$1.36M -$223K -2,488 -15%
T
388
TCWP
Ohio
$1.35M +$92.8K +1,036 +8%
IIC
389
Ironwood Investment Counsel
Arizona
$1.35M +$78.1K +872 +7%
PWM
390
Provident Wealth Management
Tennessee
$1.34M -$56.8K -634 -4%
GWP
391
Gateway Wealth Partners
Wisconsin
$1.32M -$631K -7,036 -34%
PAM
392
Palisade Asset Management
Minnesota
$1.31M – – –
HR
393
Hardy Reed
Mississippi
$1.3M -$211K -2,349 -15%
TPWA
394
TRUE Private Wealth Advisors
Oregon
$1.3M -$619K -6,908 -34%
RFG
395
REAP Financial Group
Texas
$1.28M +$1.19M +13,227 New
PCA
396
Pallas Capital Advisors
Massachusetts
$1.26M -$2.96M -32,993 -72%
WHCI
397
W.H. Cornerstone Investments
Massachusetts
$1.26M -$520K -5,801 -31%
ICP
398
Interchange Capital Partners
Pennsylvania
$1.26M -$602K -6,715 -34%
VFA
399
Valeo Financial Advisors
Indiana
$1.25M +$9.59K +107 +0.8%
T. Rowe Price Associates
400
T. Rowe Price Associates
Maryland
$1.24M – – –
14 15
16
17 18

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.