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iShares MSCI EAFE Growth ETF
EFG

851 hedge funds and large institutions have $10.9B invested in iShares MSCI EAFE Growth ETF in 2024 Q1 according to their latest regulatory filings, with 70 funds opening new positions, 342 increasing their positions, 307 reducing their positions, and 48 closing their positions.

New
Increased
Maintained
Reduced
Closed

46% more first-time investments, than exits

New positions opened: 70 | Existing positions closed: 48

11% more repeat investments, than reductions

Existing positions increased: 342 | Existing positions reduced: 307

10% more capital invested

Capital invested by funds: $9.88B → $10.9B (+$979M)

1% more funds holding

Funds holding: 846 → 851 (+5)

2.54% less ownership

Funds ownership: 91.68% → 89.14% (-2.5%)

7% less funds holding in top 10

Funds holding in top 10: 73 → 68 (-5)

Holders
851
Holders Change
+5
Holders Change %
+0.59%
% of All Funds
12.26%
Holding in Top 10
68
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-6.85%
% of All Funds
0.98%
New
70
Increased
342
Reduced
307
Closed
48
Calls
$1K
Puts
–
Net Calls
+$1K
Net Calls Change
+$1K

Top Buyers

Rank Fund Capital Flow
1
SAG
SageView Advisory Group
California
+$277M
2
Jane Street
Jane Street
New York
+$124M
3
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$84.3M
4
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC)
Nebraska
+$73.6M
5
Cetera Investment Advisers
Cetera Investment Advisers
Illinois
+$54.7M

Top Sellers

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
-$356M
2
Osaic Holdings
Osaic Holdings
Arizona
-$122M
3
Jones Financial Companies
Jones Financial Companies
Missouri
-$77.3M
4
AWM
AE Wealth Management
Kansas
-$46M
5
FGAM
Financial Gravity Asset Management
Texas
-$28.3M
Name Holding Trade Value Shares
Change 		Change in
Stake
AWMNH
426
Arcadia Wealth Management (New Hampshire)
New Hampshire
$1.13M -$3.88K -39 -0.4%
VCA
427
Verdence Capital Advisors
Maryland
$1.13M -$762K -7,650 -41%
RJT
428
Raymond James Trust
Florida
$1.11M -$88.2K -886 -8%
SPI
429
Sutton Place Investors
New York
$1.11M +$367K +3,688 +53%
IWM
430
IHT Wealth Management
Illinois
$1.1M +$463K +4,654 +78%
SCM
431
SCS Capital Management
Massachusetts
$1.1M +$79.5K +799 +8%
WT
432
Washington Trust
Rhode Island
$1.1M – – –
TF
433
Theory Financial
Colorado
$1.09M +$373K +3,742 +55%
TWP
434
Tempus Wealth Planning
California
$1.08M -$16.7K -168 -2%
CW
435
Cook Wealth
North Carolina
$1.07M +$64.6K +649 +6%
Betterment LLC
436
Betterment LLC
New York
$1.07M +$136K +1,365 +15%
Renaissance Technologies
437
Renaissance Technologies
New York
$1.05M +$1.01M +10,100 New
GWMIA
438
Global Wealth Management Investment Advisory
Florida
$1.05M -$82.8K -832 -8%
SWP
439
Stratos Wealth Partners
Ohio
$1.05M +$150K +1,502 +18%
PCA
440
Pallas Capital Advisors
Massachusetts
$1.04M -$301K -3,023 -23%
APP
441
Avantax Planning Partners
Iowa
$1.03M +$3.88K +39 +0.4%
1IA
442
1834 Investment Advisors
Wisconsin
$1.02M -$79.6K -800 -8%
ICG
443
InterOcean Capital Group
Tennessee
$1.02M -$105K -1,053 -10%
CP
444
Canopy Partners
Ohio
$1.02M +$976K +9,806 New
CPA
445
Cardiff Park Advisors
California
$1M – – –
MAS
446
Meeder Advisory Services
Ohio
$1M +$746K +7,494 +347%
PTC
447
Private Trust Company
Ohio
$997K +$3.19K +32 +0.3%
WHCI
448
W.H. Cornerstone Investments
Massachusetts
$993K -$346K -3,477 -27%
NL
449
NWAM LLC
Washington
$985K +$29.9K +300 +3%
OC
450
Oppenheimer & Co
New York
$974K -$52.8K -530 -5%
16 17
18
19 20

EFG Hedge Fund Activity: Q1 2024 in Review

851 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in iShares MSCI EAFE Growth ETF (EFG) for Q1 2024, worth a combined $10.9B — up 9.9% from $9.88B a quarter earlier.

Buyers outnumbered sellers: 70 funds opened new EFG positions and 48 closed out — a net gain of 22 holders — while 342 added to existing stakes and 307 trimmed.

The largest buyer was SageView Advisory Group, adding an estimated $277M. The largest seller was Morgan Stanley, cutting an estimated $356M.

  • 851 institutional investors held iShares MSCI EAFE Growth ETF (EFG) as of Q1 2024, up from 846 in Q4 2023.
  • Funds reported $10.9B of iShares MSCI EAFE Growth ETF stock for Q1 2024, up 9.9% quarter-over-quarter.
  • 70 funds opened new iShares MSCI EAFE Growth ETF positions in Q1 2024 and 48 closed out, a net change of +22 holders.
  • The largest iShares MSCI EAFE Growth ETF buyer in Q1 2024 was SageView Advisory Group, an estimated $277M added.
  • The largest iShares MSCI EAFE Growth ETF seller in Q1 2024 was Morgan Stanley, an estimated $356M sold.

Based on aggregated 13F filings for Q1 2024.