iShares MSCI EAFE Growth ETF
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.
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
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
+$259M |
| 2 |
FWI
Facet Wealth Inc
Baltimore,
Maryland
|
+$85.8M |
| 3 |
UCFA
United Capital Financial Advisors
Irving,
Texas
|
+$42.2M |
| 4 |
AIA
Alera Investment Advisors
Deerfield,
Illinois
|
+$19.6M |
| 5 |
AWMS
Advocacy Wealth Management Services
Atlanta,
Georgia
|
+$19.3M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Envestnet Asset Management
Chicago,
Illinois
|
-$650M |
| 2 |
Osaic Holdings
Scottsdale,
Arizona
|
-$154M |
| 3 |
LPL Financial
San Diego,
California
|
-$147M |
| 4 |
BlackRock
New York
|
-$137M |
| 5 |
Envestnet Portfolio Solutions
Chicago,
Illinois
|
-$90.8M |
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.