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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
YIH
851
Y-Intercept (HK)
Hong Kong
– -$1.82M -21,147 Closed
SFO
852
Stokes Family Office
Louisiana
– -$1.66M -19,202 Closed
EW
853
Evoke Wealth
California
– -$1.37M -15,923 Closed
PI
854
PineBridge Investments
New York
– -$941K -10,904 Closed
CCWA
855
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
– -$865K -10,022 Closed
Citadel Advisors
856
Citadel Advisors
Florida
– -$772K -8,943 Closed
SAS
857
Stelac Advisory Services
New York
– -$559K -6,474 Closed
TA
858
Trellis Advisors
Washington
– -$505K -5,852 Closed
Koshinski Asset Management
859
Koshinski Asset Management
Illinois
– -$459K -5,314 Closed
Tudor Investment Corp
860
Tudor Investment Corp
Connecticut
– -$422K -4,888 Closed
NSIM
861
North Star Investment Management
Illinois
– -$405K -4,689 Closed
RWIA
862
Roger Wittlin Investment Advisory
California
– -$398K -4,616 Closed
KA
863
Kovack Advisors
Florida
– -$333K -3,864 Closed
MCA
864
MSH Capital Advisors
Arizona
– -$316K -3,667 Closed
HF
865
HRT Financial
New York
– -$312K -3,620 Closed
HA
866
Herold Advisors
New York
– -$301K -3,487 Closed
IDA
867
Intelligence Driven Advisers
California
– -$280K -3,301 Closed
Lido Advisors
868
Lido Advisors
California
– -$283K -3,280 Closed
WCF
869
West Coast Financial
California
– -$274K -3,175 Closed
CIBC Private Wealth Group
870
CIBC Private Wealth Group
Georgia
– -$246K -2,850 Closed
TC
871
Trilogy Capital
California
– -$220K -2,552 Closed
LC
872
Lindbrook Capital
California
– -$219K -2,537 Closed
FFM
873
Forum Financial Management
Illinois
– -$209K -2,425 Closed
EL
874
Essex LLC
Illinois
– -$208K -2,407 Closed
NHFG
875
New Harbor Financial Group
Massachusetts
– -$204K -2,363 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.