iShares MSCI EAFE Growth ETF
581 hedge funds and large institutions have $8.56B invested in iShares MSCI EAFE Growth ETF in 2020 Q4 according to their latest regulatory filings, with 129 funds opening new positions, 215 increasing their positions, 154 reducing their positions, and 26 closing their positions.
396% more first-time investments, than exits
New positions opened: 129 | Existing positions closed: 26
40% more repeat investments, than reductions
Existing positions increased: 215 | Existing positions reduced: 154
33% more funds holding in top 10
Funds holding in top 10: 40 → 53 (+13)
20% more funds holding
Funds holding: 485 → 581 (+96)
16% more capital invested
Capital invested by funds: $7.35B → $8.56B (+$1.21B)
1.16% more ownership
Funds ownership: 84.7% → 85.86% (+1.2%)
69% less call options, than puts
Call options by funds: $262K | Put options by funds: $838K
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
+$123M |
| 2 |
Citadel Advisors
Miami,
Florida
|
+$27.7M |
| 3 |
Bank of America
Charlotte,
North Carolina
|
+$27.6M |
| 4 |
FSWA
Financial Synergies Wealth Advisors
Houston,
Texas
|
+$18.7M |
| 5 |
Envestnet Asset Management
Chicago,
Illinois
|
+$14.9M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Truist Financial
Charlotte,
North Carolina
|
-$37.8M |
| 2 |
Jones Financial Companies
Des Peres,
Missouri
|
-$23M |
| 3 |
Qube Research & Technologies (QRT)
London,
United Kingdom
|
-$22.1M |
| 4 |
CI Investments Inc
Toronto,
Ontario, Canada
|
-$8.48M |
| 5 |
RIG
RiverFront Investment Group
Richmond,
Virginia
|
-$8.06M |
EFG Hedge Fund Activity: Q4 2020 in Review
581 of the 5,651 institutional investors tracked by Wall St. Rank reported a position in iShares MSCI EAFE Growth ETF (EFG) for Q4 2020, worth a combined $8.56B — up 16% from $7.35B a quarter earlier.
Buyers outnumbered sellers: 129 funds opened new EFG positions and 26 closed out — a net gain of 103 holders — while 215 added to existing stakes and 154 trimmed.
The largest buyer was Morgan Stanley, adding an estimated $123M. The largest seller was Truist Financial, cutting an estimated $37.8M.
- 581 institutional investors held iShares MSCI EAFE Growth ETF (EFG) as of Q4 2020, up from 485 in Q3 2020.
- Funds reported $8.56B of iShares MSCI EAFE Growth ETF stock for Q4 2020, up 16% quarter-over-quarter.
- 129 funds opened new iShares MSCI EAFE Growth ETF positions in Q4 2020 and 26 closed out, a net change of +103 holders.
- The largest iShares MSCI EAFE Growth ETF buyer in Q4 2020 was Morgan Stanley, an estimated $123M added.
- The largest iShares MSCI EAFE Growth ETF seller in Q4 2020 was Truist Financial, an estimated $37.8M sold.
Based on aggregated 13F filings for Q4 2020.