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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
NA
326
Navellier & Associates
Nevada
$2.87M
TF
327
Theory Financial
Colorado
$2.87M +$19.5K +188 +0.7%
VW
328
Vance Wealth
California
$2.84M -$173K -1,665 -6%
BWM
329
BlackDiamond Wealth Management
New York
$2.84M -$5.81K -56 -0.2%
MWM
330
Maripau Wealth Management
Indiana
$2.82M -$396K -3,815 -13%
WP
331
WealthPLAN Partners
Nebraska
$2.81M -$22.3K -215 -0.8%
FWMM
332
Foundation Wealth Management (Missouri)
Missouri
$2.8M -$152K -1,467 -5%
CPWA
333
Cerro Pacific Wealth Advisors
California
$2.78M +$78.7K +759 +3%
KWA
334
Kingswood Wealth Advisors
California
$2.76M +$1.39M +13,442 +110%
TCA
335
Transcend Capital Advisors
New Jersey
$2.73M -$395K -3,808 -13%
GRP
336
Global Retirement Partners
California
$2.73M -$670K -6,457 -20%
BFG
337
Berger Financial Group
Minnesota
$2.65M -$26.1K -252 -1%
MBTD
338
Mechanics Bank - Trust Department
California
$2.64M +$293K +2,820 +13%
BIG
339
Bush Investment Group
Georgia
$2.62M +$76.7K +739 +3%
IFS
340
Ifrah Financial Services
Arkansas
$2.58M +$9.23K +89 +0.4%
MSWMA
341
Market Street Wealth Management Advisors
Indiana
$2.58M -$6.22K -60 -0.3%
CC
342
Copperleaf Capital
North Carolina
$2.51M +$142K +1,373 +6%
OCM
343
One Capital Management
California
$2.49M -$330K -3,178 -12%
CFA
344
Cahill Financial Advisors
Minnesota
$2.47M -$2.07M -19,992 -47%
IA
345
IFG Advisory
Georgia
$2.46M -$554K -5,342 -19%
SFS
346
Sowell Financial Services
Arkansas
$2.41M -$353K -3,400 -13%
VWM
347
Venturi Wealth Management
Texas
$2.4M -$53.5K -516 -2%
FCFC
348
First Commonwealth Financial Corp
Pennsylvania
$2.4M -$93.9K -905 -4%
RFP
349
RCS Financial Planning
Maryland
$2.4M -$183K -1,762 -7%
MG
350
Mather Group
Illinois
$2.4M +$319K +3,074 +16%

EFG Hedge Fund Activity: Q3 2024 in Review

913 of the 6,965 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.