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iShares MSCI EAFE Growth ETF
EFG

804 hedge funds and large institutions have $12.8B invested in iShares MSCI EAFE Growth ETF in 2023 Q2 according to their latest regulatory filings, with 94 funds opening new positions, 381 increasing their positions, 214 reducing their positions, and 41 closing their positions.

New
Increased
Maintained
Reduced
Closed

129% more first-time investments, than exits

New positions opened: 94 | Existing positions closed: 41

78% more repeat investments, than reductions

Existing positions increased: 381 | Existing positions reduced: 214

8% more capital invested

Capital invested by funds: $11.8B → $12.8B (+$960M)

6% more funds holding

Funds holding: 755 → 804 (+49)

0% more funds holding in top 10

Funds holding in top 10: 86 → 86 (0)

1.28% less ownership

Funds ownership: 93.75% → 92.47% (-1.3%)

Holders
804
Holders Change
+49
Holders Change %
+6.49%
% of All Funds
12.62%
Holding in Top 10
86
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
1.35%
New
94
Increased
381
Reduced
214
Closed
41
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$132M
2
JP Morgan Chase
JP Morgan Chase
New York
+$73.2M
3
AssetMark Inc
AssetMark Inc
California
+$66.9M
4
Morgan Stanley
Morgan Stanley
New York
+$57.4M
5
MML Investors Services
MML Investors Services
Massachusetts
+$39.1M

Top Sellers

Rank Fund Capital Flow
1
FTUS
Flow Traders U.S.
New York
-$35.3M
2
OMC
Old Mission Capital
Illinois
-$34.5M
3
PWM
PRW Wealth Management
Massachusetts
-$11M
4
M1FG
Mach-1 Financial Group
Arkansas
-$9.65M
5
PA
Paragon Advisors
Texas
-$7.78M
Name Holding Trade Value Shares
Change 		Change in
Stake
TCM
776
Tanaka Capital Management
New York
$8K – – –
FMP
777
Financial Management Professionals
Texas
$8K +$8.09K +85 New
PP
778
PFS Partners
New Jersey
$7.91K +$95 +1 +1%
BC
779
Bartlett & Co
Ohio
$7K – – –
PP
780
PrairieView Partners
Minnesota
$7K +$7.89K +83 New
BCWM
781
Bartlett & Co Wealth Management
Ohio
$6.87K – – –
TAM
782
Townsend Asset Management
North Carolina
$6.01K +$95 +1 +2%
CA
783
Centerpoint Advisors
Massachusetts
$6K +$381 +4 +7%
BBPWM
784
Blue Bell Private Wealth Management
Pennsylvania
$5.82K – – –
NL
785
NVWM LLC
Pennsylvania
$5.53K +$5.52K +58 New
RG
786
Retirement Group
California
$5.47K +$5.42K +57 New
NMG
787
New Millennium Group
Utah
$5.34K -$2.95K -31 -36%
AFG
788
Albion Financial Group
Utah
$4.58K +$4.57K +48 New
BCMLT
789
Beacon Capital Management LLC (Tennessee)
Tennessee
$4.48K – – –
CIAS
790
Capital Investment Advisory Services
North Carolina
$4.39K – – –
CTWM
791
Cherry Tree Wealth Management
Minnesota
$2.96K +$2.95K +31 New
FGAM
792
Financial Gravity Asset Management
Texas
$2.46K +$144K +1,511 +6%
HCM
793
Hollencrest Capital Management
California
$1.72K +$1.71K +18 New
BBHC
794
Brown Brothers Harriman & Co
New York
$1.43K – – –
FWM
795
Focused Wealth Management
New York
$1.24K +$1.24K +13 New
VF
796
VitalStone Financial
Texas
$1K -$5.04K -53 -90%
FRA
797
Front Row Advisors
California
$1K – – –
TFA
798
Transamerica Financial Advisors
Florida
$1K +$95 +1 New
HCP
799
Hexagon Capital Partners
Arkansas
$763 – – –
GWSG
800
GPS Wealth Strategies Group
Colorado
$668 – – –
30 31
32
33 34

EFG Hedge Fund Activity: Q2 2023 in Review

804 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in iShares MSCI EAFE Growth ETF (EFG) for Q2 2023, worth a combined $12.8B — up 8.1% from $11.8B a quarter earlier.

Buyers outnumbered sellers: 94 funds opened new EFG positions and 41 closed out — a net gain of 53 holders — while 381 added to existing stakes and 214 trimmed.

The largest buyer was Envestnet Asset Management, adding an estimated $132M. The largest seller was Flow Traders U.S., cutting an estimated $35.3M.

  • 804 institutional investors held iShares MSCI EAFE Growth ETF (EFG) as of Q2 2023, up from 755 in Q1 2023.
  • Funds reported $12.8B of iShares MSCI EAFE Growth ETF stock for Q2 2023, up 8.1% quarter-over-quarter.
  • 94 funds opened new iShares MSCI EAFE Growth ETF positions in Q2 2023 and 41 closed out, a net change of +53 holders.
  • The largest iShares MSCI EAFE Growth ETF buyer in Q2 2023 was Envestnet Asset Management, an estimated $132M added.
  • The largest iShares MSCI EAFE Growth ETF seller in Q2 2023 was Flow Traders U.S., an estimated $35.3M sold.

Based on aggregated 13F filings for Q2 2023.