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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
CFS
376
Cannon Financial Strategists
Georgia
$2.05M -$39.3K -379 -2%
ICP
377
Interchange Capital Partners
Pennsylvania
$2.02M -$126K -1,210 -6%
SOS
378
Silver Oak Securities
Tennessee
$1.99M -$26.6K -256 -1%
CWA
379
Clearview Wealth Advisors
Oregon
$1.99M +$676K +6,517 +55%
TCWA
380
Turtle Creek Wealth Advisors
Texas
$1.94M -$519 -5 -0%
WFS
381
WealthGarden F.S.
California
$1.9M -$211K -2,035 -10%
TPCW
382
TD Private Client Wealth
New York
$1.89M +$693K +6,679 +61%
BEI
383
Benjamin Edwards Inc
Missouri
$1.89M +$1.82M +17,576 New
ATI
384
ARK & TLK Investments
Oklahoma
$1.87M -$9.75K -94 -0.5%
FMTC
385
Farmers & Merchants Trust Company
California
$1.85M
HKIMG
386
Hutchens & Kramer Investment Management Group
Indiana
$1.85M +$250K +2,411 +16%
SFG
387
Sovereign Financial Group
Connecticut
$1.83M -$68.3K -658 -4%
PFWA
388
Paces Ferry Wealth Advisors
Georgia
$1.81M +$311 +3 +0%
MOS
389
MGO One Seven
Ohio
$1.81M +$15.6K +150 +0.9%
FI
390
FWG Investments
Kentucky
$1.81M +$22.9K +221 +1%
SPI
391
Sutton Place Investors
New York
$1.8M -$32.7K -315 -2%
SPC
392
Sigma Planning Corp
Michigan
$1.76M +$78.7K +759 +5%
BWA
393
BCU Wealth Advisors
Illinois
$1.73M +$40.8K +393 +3%
TPWA
394
TRUE Private Wealth Advisors
Oregon
$1.71M -$168K -1,617 -9%
CF
395
Centaurus Financial
California
$1.7M +$367K +3,536 +29%
O3W
396
Omni 360 Wealth
New Jersey
$1.69M +$91.1K +878 +6%
LA
397
LVW Advisors
New York
$1.66M -$77.6K -748 -5%
PAG
398
Paladin Advisory Group
Iowa
$1.65M -$242K -2,335 -13%
FW
399
FullCircle Wealth
Texas
$1.64M -$241K -2,324 -13%
FCI
400
Financial Counselors Inc
Kansas
$1.63M +$129K +1,244 +9%

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.