We are live on ! Find out more
EFG icon

iShares MSCI EAFE Growth ETF
EFG

851 hedge funds and large institutions have $10.9B invested in iShares MSCI EAFE Growth ETF in 2024 Q1 according to their latest regulatory filings, with 70 funds opening new positions, 342 increasing their positions, 307 reducing their positions, and 48 closing their positions.

New
Increased
Maintained
Reduced
Closed

46% more first-time investments, than exits

New positions opened: 70 | Existing positions closed: 48

11% more repeat investments, than reductions

Existing positions increased: 342 | Existing positions reduced: 307

10% more capital invested

Capital invested by funds: $9.88B → $10.9B (+$979M)

1% more funds holding

Funds holding: 846 → 851 (+5)

2.54% less ownership

Funds ownership: 91.68% → 89.14% (-2.5%)

7% less funds holding in top 10

Funds holding in top 10: 73 → 68 (-5)

Holders
851
Holders Change
+5
Holders Change %
+0.59%
% of All Funds
12.26%
Holding in Top 10
68
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-6.85%
% of All Funds
0.98%
New
70
Increased
342
Reduced
307
Closed
48
Calls
$1K
Puts
–
Net Calls
+$1K
Net Calls Change
+$1K

Top Buyers

Rank Fund Capital Flow
1
SAG
SageView Advisory Group
California
+$277M
2
Jane Street
Jane Street
New York
+$124M
3
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$84.3M
4
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC)
Nebraska
+$73.6M
5
Cetera Investment Advisers
Cetera Investment Advisers
Illinois
+$54.7M

Top Sellers

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
-$356M
2
Osaic Holdings
Osaic Holdings
Arizona
-$122M
3
Jones Financial Companies
Jones Financial Companies
Missouri
-$77.3M
4
AWM
AE Wealth Management
Kansas
-$46M
5
FGAM
Financial Gravity Asset Management
Texas
-$28.3M
Name Holding Trade Value Shares
Change 		Change in
Stake
BBPWM
826
Blue Bell Private Wealth Management
Pennsylvania
$6.33K – – –
GWSG
827
GPS Wealth Strategies Group
Colorado
$6.23K +$5.28K +53 +757%
RG
828
Retirement Group
California
$6K – – –
RIL
829
Rothschild Investment LLC
Illinois
$5.81K – – –
VL
830
Vima LLC
Michigan
$5.25K – – –
CIAS
831
Capital Investment Advisory Services
North Carolina
$4.77K – – –
VCM
832
Versant Capital Management
Arizona
$4.46K – – –
NC
833
NewSquare Capital
Pennsylvania
$4.15K +$3.98K +40 New
HGERS
834
Householder Group Estate & Retirement Specialist
Arizona
$3.84K +$1.09K +11 +42%
CSC
835
Caldwell Sutter Capital
California
$3.63K +$3.48K +35 New
CA
836
Crewe Advisors
Utah
$3.53K +$3.38K +34 New
HPC
837
HM Payson & Co
Maine
$3.53K +$3.38K +34 New
CTWM
838
Cherry Tree Wealth Management
Minnesota
$3.22K – – –
SN
839
Sittner & Nelson
Oregon
$3.11K – – –
CYG
840
Clean Yield Group
Vermont
$2.91K +$2.79K +28 New
EWM
841
Evermay Wealth Management
Virginia
$2.8K – – –
CAM
842
Creekmur Asset Management
Illinois
$1.83K +$1.69K +17 +1,700%
NFSG
843
Newbridge Financial Services Group
Florida
$1.66K +$498 +5 +45%
FRA
844
Front Row Advisors
California
$1.14K – – –
TRCT
845
Tower Research Capital (TRC)
New York
$1.04K -$2.39K -24 -71%
RMC
846
Resources Management Corp
Connecticut
$1K – – –
VF
847
VitalStone Financial
Texas
$1K – – –
BFS
848
Burkett Financial Services
South Carolina
$899 – – –
GTAM
849
Global Trust Asset Management
Florida
$623 – – –
SWM
850
Sanctuary Wealth Management
Idaho
$623 – – –
32 33
34
35 36

EFG Hedge Fund Activity: Q1 2024 in Review

851 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in iShares MSCI EAFE Growth ETF (EFG) for Q1 2024, worth a combined $10.9B — up 9.9% from $9.88B a quarter earlier.

Buyers outnumbered sellers: 70 funds opened new EFG positions and 48 closed out — a net gain of 22 holders — while 342 added to existing stakes and 307 trimmed.

The largest buyer was SageView Advisory Group, adding an estimated $277M. The largest seller was Morgan Stanley, cutting an estimated $356M.

  • 851 institutional investors held iShares MSCI EAFE Growth ETF (EFG) as of Q1 2024, up from 846 in Q4 2023.
  • Funds reported $10.9B of iShares MSCI EAFE Growth ETF stock for Q1 2024, up 9.9% quarter-over-quarter.
  • 70 funds opened new iShares MSCI EAFE Growth ETF positions in Q1 2024 and 48 closed out, a net change of +22 holders.
  • The largest iShares MSCI EAFE Growth ETF buyer in Q1 2024 was SageView Advisory Group, an estimated $277M added.
  • The largest iShares MSCI EAFE Growth ETF seller in Q1 2024 was Morgan Stanley, an estimated $356M sold.

Based on aggregated 13F filings for Q1 2024.