iShares MSCI EAFE Growth ETF
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.
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%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Envestnet Asset Management
Chicago,
Illinois
|
+$132M |
| 2 |
JP Morgan Chase
New York
|
+$73.2M |
| 3 |
AssetMark Inc
Concord,
California
|
+$66.9M |
| 4 |
Morgan Stanley
New York
|
+$57.4M |
| 5 |
MML Investors Services
Springfield,
Massachusetts
|
+$39.1M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
FTUS
Flow Traders U.S.
New York
|
-$35.3M |
| 2 |
OMC
Old Mission Capital
Chicago,
Illinois
|
-$34.5M |
| 3 |
PWM
PRW Wealth Management
Quincy,
Massachusetts
|
-$11M |
| 4 |
M1FG
Mach-1 Financial Group
Rogers,
Arkansas
|
-$9.65M |
| 5 |
PA
Paragon Advisors
College Station,
Texas
|
-$7.78M |
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.