iShares MSCI EAFE Growth ETF
EFG
853 hedge funds and large institutions have $10.9B invested in iShares MSCI EAFE Growth ETF in 2024 Q1 according to their latest regulatory filings, with 70 funds opening new positions, 345 increasing their positions, 305 reducing their positions, and 48 closing their positions.
46% more first-time investments, than exits
New positions opened: 70 | Existing positions closed: 48
14% more capital invested
Capital invested by funds: $9.53B → $10.9B (+$1.33B)
13% more repeat investments, than reductions
Existing positions increased: 345 | Existing positions reduced: 305
0.94% more ownership
Funds ownership: 88.23% → 89.17% (+0.94%)
1% more funds holding
Funds holding: 848 → 853 (+5)
7% less funds holding in top 10
Funds holding in top 10: 73 → 68 (-5)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SAG
SageView Advisory Group
Newport Beach,
California
|
+$277M |
| 2 |
Jane Street
New York
|
+$124M |
| 3 |
Envestnet Asset Management
Chicago,
Illinois
|
+$84.3M |
| 4 |
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
+$73.6M |
| 5 |
Cetera Investment Advisers
Schaumburg,
Illinois
|
+$54.7M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Osaic Holdings
Scottsdale,
Arizona
|
-$122M |
| 2 |
Jones Financial Companies
Des Peres,
Missouri
|
-$77.3M |
| 3 |
AWM
AE Wealth Management
Topeka,
Kansas
|
-$46M |
| 4 |
PWA
Provenance Wealth Advisors
Fort Lauderdale,
Florida
|
-$18.1M |
| 5 |
Bank of America
Charlotte,
North Carolina
|
-$18.1M |
EFG Hedge Fund Activity: Q1 2024 in Review
853 of the 6,958 institutional investors tracked by Wall St. Rank reported a position in iShares MSCI EAFE Growth ETF (EFG) for Q1 2024, worth a combined $10.9B — up 14% from $9.53B a quarter earlier.
Buyers outnumbered sellers: 70 funds opened new EFG positions and 48 closed out — a net gain of 22 holders — while 345 added to existing stakes and 305 trimmed.
The largest buyer was SageView Advisory Group, adding an estimated $277M. The largest seller was Osaic Holdings, cutting an estimated $122M.
- 853 institutional investors held iShares MSCI EAFE Growth ETF (EFG) as of Q1 2024, up from 848 in Q4 2023.
- Funds reported $10.9B of iShares MSCI EAFE Growth ETF stock for Q1 2024, up 14% quarter-over-quarter.
- 70 funds opened new iShares MSCI EAFE Growth ETF positions in Q1 2024 and 48 closed out, a net change of +22 holders.
- The largest iShares MSCI EAFE Growth ETF buyer in Q1 2024 was SageView Advisory Group, an estimated $277M added.
- The largest iShares MSCI EAFE Growth ETF seller in Q1 2024 was Osaic Holdings, an estimated $122M sold.
Based on aggregated 13F filings for Q1 2024.