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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
APW
751
Atlantic Private Wealth
North Carolina
$61.9K – – –
National Bank of Canada
752
National Bank of Canada
Quebec, Canada
$57.1K – – –
RCM
753
Richardson Capital Management
Wisconsin
$56.3K +$52.1K +581 New
FFA
754
Frazier Financial Advisors
Ohio
$55K +$50.9K +568 New
HWM
755
HighMark Wealth Management
Minnesota
$52.5K – – –
Allspring Global Investments
756
Allspring Global Investments
North Carolina
$51.3K +$47.5K +530 New
AWM
757
Avior Wealth Management
Nebraska
$48.7K -$15.9K -177 -26%
HWP
758
Highline Wealth Partners
California
$48.5K – – –
RL
759
Rogco LP
Oklahoma
$48K – – –
CG
760
Cutler Group
California
$48K +$44.8K +500 New
SSB
761
Sandy Spring Bank
Maryland
$47.9K – – –
CMP
762
Coston McIsaac & Partners
Maine
$46K – – –
OIA
763
Optimum Investment Advisors
Illinois
$43.3K – – –
BCPWM
764
Bradley & Co Private Wealth Management
Florida
$40.9K – – –
ACA
765
Aptus Capital Advisors
Alabama
$38.6K -$401K -4,478 -92%
GI
766
Gradient Investments
Minnesota
$36.9K +$5.65K +63 +20%
CFO
767
CVA Family Office
Colorado
$35.9K +$33.2K +371 New
AIM
768
Anchor Investment Management
South Carolina
$34.2K – – –
AEPWM
769
Atlantic Edge Private Wealth Management
Florida
$33.4K +$30.9K +345 New
CT
770
Colonial Trust
South Carolina
$32.2K – – –
IFAM
771
Institutional & Family Asset Management
Colorado
$31.1K +$179 +2 +0.6%
AC
772
AlphaCore Capital
California
$28.3K – – –
BWP
773
Baldwin Wealth Partners
Massachusetts
$28.1K – – –
RWM
774
Ruedi Wealth Management
Illinois
$27.7K +$25.6K +286 New
CWP
775
Concord Wealth Partners
Virginia
$26.1K -$4.75K -53 -16%
29 30
31
32 33

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.