iShares MSCI EAFE Growth ETF
EFG
342 hedge funds and large institutions have $2.96B invested in iShares MSCI EAFE Growth ETF in 2020 Q1 according to their latest regulatory filings, with 36 funds opening new positions, 108 increasing their positions, 127 reducing their positions, and 51 closing their positions.
6% more funds holding in top 10
Funds holding in top 10: 18 → 19 (+1)
3.36% more ownership
Funds ownership: 75.56% → 78.92% (+3.4%)
6% less funds holding
Funds holding: 362 → 342 (-20)
14% less capital invested
Capital invested by funds: $3.46B → $2.96B (-$493M)
15% less repeat investments, than reductions
Existing positions increased: 108 | Existing positions reduced: 127
29% less first-time investments, than exits
New positions opened: 36 | Existing positions closed: 51
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
M&T Bank
Buffalo,
New York
|
+$60M |
| 2 |
PSUF
People's United Financial
Bridgeport,
Connecticut
|
+$27.3M |
| 3 |
Bank of America
Charlotte,
North Carolina
|
+$23.5M |
| 4 |
Envestnet Asset Management
Chicago,
Illinois
|
+$18.4M |
| 5 |
Jane Street
New York
|
+$14.2M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
RJA
Raymond James & Associates
St Petersburg,
Florida
|
-$28.6M |
| 2 |
Wells Fargo
San Francisco,
California
|
-$21.3M |
| 3 |
RIG
RiverFront Investment Group
Richmond,
Virginia
|
-$19.8M |
| 4 |
Jones Financial Companies
Des Peres,
Missouri
|
-$9.87M |
| 5 |
PFG
Pacific Financial Group
Bellevue,
Washington
|
-$9.71M |
EFG Hedge Fund Activity: Q1 2020 in Review
342 of the 4,547 institutional investors tracked by Wall St. Rank reported a position in iShares MSCI EAFE Growth ETF (EFG) for Q1 2020, worth a combined $2.96B — down 14% from $3.46B a quarter earlier.
Sellers outnumbered buyers: 51 funds closed out of EFG and 36 opened new positions — a net loss of 15 holders — while 127 trimmed existing stakes and 108 added.
The largest buyer was M&T Bank, opening a new position worth an estimated $60M. The largest seller was Raymond James & Associates, cutting an estimated $28.6M.
- 342 institutional investors held iShares MSCI EAFE Growth ETF (EFG) as of Q1 2020, down from 362 in Q4 2019.
- Funds reported $2.96B of iShares MSCI EAFE Growth ETF stock for Q1 2020, down 14% quarter-over-quarter.
- 36 funds opened new iShares MSCI EAFE Growth ETF positions in Q1 2020 and 51 closed out, a net change of -15 holders.
- The largest iShares MSCI EAFE Growth ETF buyer in Q1 2020 was M&T Bank, an estimated $60M added.
- The largest iShares MSCI EAFE Growth ETF seller in Q1 2020 was Raymond James & Associates, an estimated $28.6M sold.
Based on aggregated 13F filings for Q1 2020.