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iShares MSCI EAFE Growth ETF

913 hedge funds and large institutions have $14.3B invested in iShares MSCI EAFE Growth ETF in 2024 Q3 according to their latest regulatory filings, with 88 funds opening new positions, 301 increasing their positions, 364 reducing their positions, and 35 closing their positions.

New
Increased
Maintained
Reduced
Closed

151% more first-time investments, than exits

New positions opened: 88 | Existing positions closed: 35

5% more funds holding

Funds holding: 871913 (+42)

4% more capital invested

Capital invested by funds: $13.8B → $14.3B (+$506M)

1.06% less ownership

Funds ownership: 94.78%93.72% (-1.1%)

2% less funds holding in top 10

Funds holding in top 10: 8179 (-2)

17% less repeat investments, than reductions

Existing positions increased: 301 | Existing positions reduced: 364

Holders
913
Holders Change
+42
Holders Change %
+4.82%
% of All Funds
13.11%
Holding in Top 10
79
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-2.47%
% of All Funds
1.13%
New
88
Increased
301
Reduced
364
Closed
35
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
HPM
226
Hoxton Planning & Management
West Virginia
$5.52M -$310K -2,991 -6%
FWP
227
Firethorn Wealth Partners
Georgia
$5.49M +$207K +1,998 +4%
CFS
228
Commonwealth Financial Services
West Virginia
$5.46M +$270K +2,602 +5%
GWP
229
Gen-Wealth Partners
Michigan
$5.4M +$313K +3,017 +6%
RSWM
230
Robertson Stephens Wealth Management
California
$5.34M -$137K -1,322 -3%
CAL
231
Capital Analysts LLC
Pennsylvania
$5.33M +$1.3M +12,510 +34%
ATS
232
Ashton Thomas Securities
New York
$5.29M -$793K -7,646 -13%
JSW
233
Journey Strategic Wealth
New Jersey
$5.29M +$272K +2,620 +6%
WFPG
234
Waller Financial Planning Group
Ohio
$5.28M +$168K +1,616 +3%
CTC
235
Central Trust Company
Missouri
$5.25M -$947K -9,130 -16%
SVWG
236
Shared Vision Wealth Group
United States
$5.25M -$277K -2,670 -5%
AssetMark Inc
237
AssetMark Inc
California
$5.23M -$468K -4,513 -9%
ECG
238
Edge Capital Group
Georgia
$5.16M -$2.8K -27 -0.1%
CFO
239
Callan Family Office
Pennsylvania
$5.12M +$67.4K +650 +1%
WPIC
240
White Pine Investment Company
Michigan
$5.09M +$523K +5,044 +12%
AA
241
Ancora Advisors
Ohio
$5.06M +$741K +7,141 +18%
PWPS
242
Pinnacle Wealth Planning Services
Ohio
$5.06M +$82.6K +796 +2%
TWM
243
Tradition Wealth Management
Minnesota
$5.05M -$28.5K -275 -0.6%
CSPAM
244
Cary Street Partners Asset Management
Virginia
$5.03M +$1.61M +15,473 +49%
LWM
245
Liberty Wealth Management
California
$5.02M -$16.9M -162,772 -78%
VA
246
Valmark Advisers
Ohio
$5M -$338K -3,254 -7%
CCM
247
Condor Capital Management
New Jersey
$4.92M +$57.6K +555 +1%
RWP
248
Revolve Wealth Partners
New Jersey
$4.84M -$56.4K -544 -1%
CA
249
CoreCap Advisors
Michigan
$4.79M +$4.62M +44,525 New
RCAG
250
Rehmann Capital Advisory Group
Michigan
$4.75M +$86.1K +830 +2%

EFG Hedge Fund Activity: Q3 2024 in Review

913 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in iShares MSCI EAFE Growth ETF (EFG) for Q3 2024, worth a combined $14.3B — up 3.7% from $13.8B a quarter earlier.

Buyers outnumbered sellers: 88 funds opened new EFG positions and 35 closed out — a net gain of 53 holders — while 301 added to existing stakes and 364 trimmed.

The largest buyer was Jane Street, adding an estimated $86.2M. The largest seller was Envestnet Asset Management, cutting an estimated $149M.

  • 913 institutional investors held iShares MSCI EAFE Growth ETF (EFG) as of Q3 2024, up from 871 in Q2 2024.
  • Funds reported $14.3B of iShares MSCI EAFE Growth ETF stock for Q3 2024, up 3.7% quarter-over-quarter.
  • 88 funds opened new iShares MSCI EAFE Growth ETF positions in Q3 2024 and 35 closed out, a net change of +53 holders.
  • The largest iShares MSCI EAFE Growth ETF buyer in Q3 2024 was Jane Street, an estimated $86.2M added.
  • The largest iShares MSCI EAFE Growth ETF seller in Q3 2024 was Envestnet Asset Management, an estimated $149M sold.

Based on aggregated 13F filings for Q3 2024.