iShares MSCI EAFE Growth ETF
EFG
989 hedge funds and large institutions have $14.4B invested in iShares MSCI EAFE Growth ETF in 2024 Q4 according to their latest regulatory filings, with 147 funds opening new positions, 496 increasing their positions, 221 reducing their positions, and 51 closing their positions.
188% more first-time investments, than exits
New positions opened: 147 | Existing positions closed: 51
124% more repeat investments, than reductions
Existing positions increased: 496 | Existing positions reduced: 221
8% more funds holding
Funds holding: 915 → 989 (+74)
3% more funds holding in top 10
Funds holding in top 10: 79 → 81 (+2)
0.4% more ownership
Funds ownership: 93.75% → 94.16% (+0.4%)
0% more capital invested
Capital invested by funds: $14.3B → $14.4B (+$56M)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Envestnet Asset Management
Chicago,
Illinois
|
+$545M |
| 2 |
LPL Financial
San Diego,
California
|
+$292M |
| 3 |
JP Morgan Chase
New York
|
+$137M |
| 4 |
DWM
Dynasty Wealth Management
St. Petersburg,
Florida
|
+$81.8M |
| 5 |
BlackRock
New York
|
+$79.1M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Jones Financial Companies
Des Peres,
Missouri
|
-$97.2M |
| 2 |
Jane Street
New York
|
-$75.6M |
| 3 |
CSPIA
Cary Street Partners Investment Advisory
Richmond,
Virginia
|
-$32.5M |
| 4 |
Prudential Financial
Newark,
New Jersey
|
-$21.6M |
| 5 |
CIAS
CFS Investment Advisory Services
Totowa,
New Jersey
|
-$17.8M |
EFG Hedge Fund Activity: Q4 2024 in Review
989 of the 7,607 institutional investors tracked by Wall St. Rank reported a position in iShares MSCI EAFE Growth ETF (EFG) for Q4 2024, worth a combined $14.4B — up 0.39% from $14.3B a quarter earlier.
Buyers outnumbered sellers: 147 funds opened new EFG positions and 51 closed out — a net gain of 96 holders — while 496 added to existing stakes and 221 trimmed.
The largest buyer was Envestnet Asset Management, adding an estimated $545M. The largest seller was Jones Financial Companies, cutting an estimated $97.2M.
- 989 institutional investors held iShares MSCI EAFE Growth ETF (EFG) as of Q4 2024, up from 915 in Q3 2024.
- Funds reported $14.4B of iShares MSCI EAFE Growth ETF stock for Q4 2024, up 0.39% quarter-over-quarter.
- 147 funds opened new iShares MSCI EAFE Growth ETF positions in Q4 2024 and 51 closed out, a net change of +96 holders.
- The largest iShares MSCI EAFE Growth ETF buyer in Q4 2024 was Envestnet Asset Management, an estimated $545M added.
- The largest iShares MSCI EAFE Growth ETF seller in Q4 2024 was Jones Financial Companies, an estimated $97.2M sold.
Based on aggregated 13F filings for Q4 2024.