iShares MSCI EAFE Growth ETF
755 hedge funds and large institutions have $11.8B invested in iShares MSCI EAFE Growth ETF in 2023 Q1 according to their latest regulatory filings, with 78 funds opening new positions, 344 increasing their positions, 223 reducing their positions, and 68 closing their positions.
54% more repeat investments, than reductions
Existing positions increased: 344 | Existing positions reduced: 223
41% more funds holding in top 10
Funds holding in top 10: 61 → 86 (+25)
15% more first-time investments, than exits
New positions opened: 78 | Existing positions closed: 68
5.43% more ownership
Funds ownership: 88.32% → 93.75% (+5.4%)
4% more capital invested
Capital invested by funds: $11.4B → $11.8B (+$460M)
1% less funds holding
Funds holding: 762 → 755 (-7)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Envestnet Asset Management
Chicago,
Illinois
|
+$893M |
| 2 |
JP Morgan Chase
New York
|
+$247M |
| 3 |
LPL Financial
San Diego,
California
|
+$184M |
| 4 |
BlackRock
New York
|
+$135M |
| 5 |
PAS
Park Avenue Securities
New York
|
+$91.8M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Jane Street
New York
|
-$63.7M |
| 2 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$26.2M |
| 3 |
KAS
Kestra Advisory Services
Austin,
Texas
|
-$20.3M |
| 4 |
PWM
PRW Wealth Management
Quincy,
Massachusetts
|
-$18.4M |
| 5 |
BF
BOK Financial
Tulsa,
Oklahoma
|
-$18M |
EFG Hedge Fund Activity: Q1 2023 in Review
755 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in iShares MSCI EAFE Growth ETF (EFG) for Q1 2023, worth a combined $11.8B — up 4.1% from $11.4B a quarter earlier.
Buyers outnumbered sellers: 78 funds opened new EFG positions and 68 closed out — a net gain of 10 holders — while 344 added to existing stakes and 223 trimmed.
The largest buyer was Envestnet Asset Management, adding an estimated $893M. The largest seller was Jane Street, cutting an estimated $63.7M.
- 755 institutional investors held iShares MSCI EAFE Growth ETF (EFG) as of Q1 2023, down from 762 in Q4 2022.
- Funds reported $11.8B of iShares MSCI EAFE Growth ETF stock for Q1 2023, up 4.1% quarter-over-quarter.
- 78 funds opened new iShares MSCI EAFE Growth ETF positions in Q1 2023 and 68 closed out, a net change of +10 holders.
- The largest iShares MSCI EAFE Growth ETF buyer in Q1 2023 was Envestnet Asset Management, an estimated $893M added.
- The largest iShares MSCI EAFE Growth ETF seller in Q1 2023 was Jane Street, an estimated $63.7M sold.
Based on aggregated 13F filings for Q1 2023.