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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
MWM
251
MorganRosel Wealth Management
Colorado
$4.7M -$464K -4,477 -9%
DWT
252
Dorsey & Whitney Trust
South Dakota
$4.54M
ACA
253
Aptus Capital Advisors
Alabama
$4.53M -$929K -8,951 -18%
MWM
254
Mosley Wealth Management
California
$4.5M +$165K +1,592 +4%
SFP
255
Sterling Financial Planning
New Jersey
$4.49M +$144K +1,392 +3%
AF
256
Advisornet Financial
Minnesota
$4.49M +$51.7K +498 +1%
HG
257
Harbor Group
New Hampshire
$4.49M -$2.08K -20 -0%
SWA
258
SOA Wealth Advisors
New York
$4.46M -$60.1K -579 -1%
NPF
259
Norris Perne & French
Michigan
$4.44M +$85.7K +826 +2%
GCA
260
Greenwood Capital Associates
South Carolina
$4.43M -$361K -3,479 -8%
KFP
261
KMG Fiduciary Partners
Ohio
$4.43M -$2.58M -24,887 -38%
OMC
262
Old Mission Capital
Illinois
$4.35M +$2.49M +24,043 +147%
MA
263
Mutual Advisors
Nebraska
$4.26M +$225K +2,169 +6%
JFA
264
JNBA Financial Advisors
Minnesota
$4.23M -$175K -1,690 -4%
SWM
265
Scissortail Wealth Management
Oklahoma
$4.22M -$2.79M -26,881 -98%
SFS
266
Security Financial Services
Indiana
$4.21M -$510K -4,916 -11%
FPF
267
First Pacific Financial
Washington
$4.2M -$13.8K -133 -0.3%
AWA
268
Arete Wealth Advisors
Illinois
$4.18M +$919K +8,859 +29%
FRA
269
FFG Retirement Advisors
Colorado
$4.14M +$1.25M +12,067 +46%
CA
270
Claro Advisors
Massachusetts
$4.1M +$594K +5,727 +18%
VCP
271
Verus Capital Partners
Arizona
$4.07M +$487K +4,694 +14%
EFG
272
Embree Financial Group
Illinois
$4.07M +$394K +3,802 +11%
FT
273
Fiduciary Trust
Massachusetts
$4.06M +$2.05M +19,734 +110%
WAL
274
W Advisors LLC
Tennessee
$4.02M -$433K -4,175 -10%
USCWA
275
U.S. Capital Wealth Advisors
Texas
$4.01M +$410K +3,953 +12%

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.