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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
KV
276
Kickstand Ventures
New York
$4M +$245K +2,361 +7%
PA
277
PFG Advisors
Arizona
$3.97M +$1.19M +11,447 +45%
DAS
278
Diversify Advisory Services
Utah
$3.93M -$581K -5,600 -13%
PFBT
279
Parkside Financial Bank & Trust
Missouri
$3.92M +$107K +1,034 +3%
CWM
280
Centurion Wealth Management
Virginia
$3.91M +$3.77M +36,352 New
ELI
281
Empire Life Investments
Ontario, Canada
$3.9M -$394K -3,800 -9%
LF
282
Lantz Financial
Illinois
$3.9M +$10.2K +98 +0.3%
EFG
283
Ehrlich Financial Group
California
$3.88M +$229K +2,205 +7%
AFP
284
Alpha Financial Partners
Kentucky
$3.88M +$3.74M +36,020 New
OFG
285
Omega Financial Group
California
$3.85M -$348K -3,359 -9%
PS
286
Principal Securities
Iowa
$3.79M +$1.19M +11,427 +48%
MLA
287
My Legacy Advisors
Oregon
$3.77M -$2.47M -23,851 -41%
HI
288
Harbour Investments
Wisconsin
$3.74M -$264K -2,541 -7%
SWP
289
ShoreHaven Wealth Partners
New Jersey
$3.73M -$29.2K -281 -0.8%
IA
290
IFP Advisors
Florida
$3.66M -$2.84M -27,365 -45%
LSA
291
Lansing Street Advisors
Pennsylvania
$3.62M +$159K +1,528 +5%
PAMG
292
Patton Albertson Miller Group
Tennessee
$3.61M +$11.9K +115 +0.3%
AC
293
Avestar Capital
New York
$3.59M -$66.3K -639 -2%
SC
294
Savant Capital
Illinois
$3.58M -$189K -1,824 -5%
BCG
295
Breakwater Capital Group
New Jersey
$3.56M +$115K +1,113 +3%
BBA
296
Braun-Bostich & Associates
Pennsylvania
$3.54M -$166K -1,602 -5%
BBWP
297
Beacon Bridge Wealth Partners
Pennsylvania
$3.51M +$1.4M +13,531 +71%
QWP
298
Quotient Wealth Partners
Texas
$3.49M -$196K -1,894 -6%
HNB
299
Huntington National Bank
Ohio
$3.44M
GWM
300
Geneos Wealth Management
Colorado
$3.42M +$136K +1,315 +4%

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.