iShares MSCI EAFE Growth ETF
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.
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)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SAG
SageView Advisory Group
Newport Beach,
California
|
+$277M |
| 2 |
Jane Street
New York
|
+$124M |
| 3 |
Envestnet Asset Management
Chicago,
Illinois
|
+$84.3M |
| 4 |
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
+$73.6M |
| 5 |
Cetera Investment Advisers
Schaumburg,
Illinois
|
+$54.7M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
-$356M |
| 2 |
Osaic Holdings
Scottsdale,
Arizona
|
-$122M |
| 3 |
Jones Financial Companies
Des Peres,
Missouri
|
-$77.3M |
| 4 |
AWM
AE Wealth Management
Topeka,
Kansas
|
-$46M |
| 5 |
FGAM
Financial Gravity Asset Management
Lakeway,
Texas
|
-$28.3M |
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.