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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
TRCT
826
Tower Research Capital (TRC)
New York
$3.29K -$6.45K -72 -68%
CTWM
827
Cherry Tree Wealth Management
Minnesota
$3K – – –
HDIM
828
Hanson & Doremus Investment Management
Vermont
$3K +$2.6K +29 New
SN
829
Sittner & Nelson
Oregon
$2.91K +$2.69K +30 New
EWM
830
Evermay Wealth Management
Virginia
$2.62K +$2.42K +27 New
TVAMP
831
Tennessee Valley Asset Management Partners
Tennessee
$2.34K +$2.15K +24 New
HGERS
832
Householder Group Estate & Retirement Specialist
Arizona
$2K – – –
CJ
833
Caitlin John
Michigan
$1.36K +$1.25K +14 New
FWM
834
Focused Wealth Management
New York
$1.27K – – –
NFSG
835
Newbridge Financial Services Group
Florida
$1.06K -$59K -658 -98%
FRA
836
Front Row Advisors
California
$1.06K – – –
TFA
837
Transamerica Financial Advisors
Florida
$1K – – –
VF
838
VitalStone Financial
Texas
$1K – – –
RMC
839
Resources Management Corp
Connecticut
$1K +$627 +7 New
BFS
840
Burkett Financial Services
South Carolina
$839 +$807 +9 New
GWSG
841
GPS Wealth Strategies Group
Colorado
$678 – – –
SWM
842
Sanctuary Wealth Management
Idaho
$581 – – –
GTAM
843
Global Trust Asset Management
Florida
$581 +$538 +6 New
GG
844
Gleason Group
Kentucky
$512 – – –
GI
845
GAMMA Investing
California
$389 +$358 +4 New
CAM
846
Creekmur Asset Management
Illinois
$62 +$90 +1 New
Susquehanna International Group
847
Susquehanna International Group
Pennsylvania
– -$6.82M -79,048 Closed
LWM
848
Liberty Wealth Management
California
– -$5.67M -65,645 Closed
OMC
849
Old Mission Capital
Illinois
– -$4.05M -46,900 Closed
CAC
850
Certified Advisory Corp
Florida
– -$48.8K -37,061 Closed
32 33
34
35 36

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.