iShares MSCI EAFE Growth ETF
762 hedge funds and large institutions have $11.4B invested in iShares MSCI EAFE Growth ETF in 2022 Q4 according to their latest regulatory filings, with 143 funds opening new positions, 236 increasing their positions, 303 reducing their positions, and 46 closing their positions.
211% more first-time investments, than exits
New positions opened: 143 | Existing positions closed: 46
51% more capital invested
Capital invested by funds: $7.5B → $11.4B (+$3.85B)
11% more funds holding
Funds holding: 685 → 762 (+77)
2% more funds holding in top 10
Funds holding in top 10: 60 → 61 (+1)
1.17% more ownership
Funds ownership: 87.14% → 88.32% (+1.2%)
22% less repeat investments, than reductions
Existing positions increased: 236 | Existing positions reduced: 303
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
JP Morgan Chase
New York
|
+$233M |
| 2 |
Cetera Investment Advisers
Schaumburg,
Illinois
|
+$37.9M |
| 3 |
PWM
PRW Wealth Management
Quincy,
Massachusetts
|
+$25.2M |
| 4 |
JMPWA
JP Morgan Private Wealth Advisors
San Francisco,
California
|
+$24.8M |
| 5 |
FTUS
Flow Traders U.S.
New York
|
+$24.4M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Envestnet Asset Management
Chicago,
Illinois
|
-$143M |
| 2 |
Jane Street
New York
|
-$71.9M |
| 3 |
Bank of America
Charlotte,
North Carolina
|
-$51.9M |
| 4 |
Jones Financial Companies
Des Peres,
Missouri
|
-$46.3M |
| 5 |
LPL Financial
San Diego,
California
|
-$33.3M |
EFG Hedge Fund Activity: Q4 2022 in Review
762 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in iShares MSCI EAFE Growth ETF (EFG) for Q4 2022, worth a combined $11.4B — up 51% from $7.5B a quarter earlier.
Buyers outnumbered sellers: 143 funds opened new EFG positions and 46 closed out — a net gain of 97 holders — while 236 added to existing stakes and 303 trimmed.
The largest buyer was JP Morgan Chase, adding an estimated $233M. The largest seller was Envestnet Asset Management, cutting an estimated $143M.
- 762 institutional investors held iShares MSCI EAFE Growth ETF (EFG) as of Q4 2022, up from 685 in Q3 2022.
- Funds reported $11.4B of iShares MSCI EAFE Growth ETF stock for Q4 2022, up 51% quarter-over-quarter.
- 143 funds opened new iShares MSCI EAFE Growth ETF positions in Q4 2022 and 46 closed out, a net change of +97 holders.
- The largest iShares MSCI EAFE Growth ETF buyer in Q4 2022 was JP Morgan Chase, an estimated $233M added.
- The largest iShares MSCI EAFE Growth ETF seller in Q4 2022 was Envestnet Asset Management, an estimated $143M sold.
Based on aggregated 13F filings for Q4 2022.