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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
CCMG
401
Clark Capital Management Group
Pennsylvania
$1.63M -$102K -981 -6%
MWM
402
Modern Wealth Management
Kansas
$1.61M +$218K +2,103 +16%
EWA
403
Emergent Wealth Advisors
New York
$1.61M +$545K +5,251 +54%
ACM
404
Advisors Capital Management
New Jersey
$1.6M +$89.2K +860 +6%
SFA
405
Seneca Financial Advisors
New York
$1.58M
EFG
406
Elios Financial Group
Ohio
$1.57M +$1.52M +14,624 New
MWA
407
Merkkuri Wealth Advisors
New York
$1.57M -$15.8K -152 -1%
WIA
408
World Investment Advisors
California
$1.56M -$43K -414 -3%
PIM
409
Penobscot Investment Management
Massachusetts
$1.56M -$77.8K -750 -5%
SYBT
410
Stock Yards Bank & Trust
Kentucky
$1.55M -$3.78M -36,404 -72%
PFGIA
411
Patriot Financial Group Insurance Agency
Massachusetts
$1.53M -$215K -2,069 -13%
KWS
412
Keystone Wealth Services
California
$1.53M +$40.5K +390 +3%
KP
413
Keel Point
Alabama
$1.49M -$1.25K -12 -0.1%
MI
414
Moneywise Inc
Virginia
$1.48M +$695K +6,702 +95%
D
415
Diversified
Delaware
$1.48M +$13.2K +127 +0.9%
DE
416
Diversified Enterprises
Delaware
$1.48M +$1.43M +13,773 New
SFG
417
Shum Financial Group
California
$1.48M +$1.51M +14,512 New
IIC
418
Ironwood Investment Counsel
Arizona
$1.48M +$5.19K +50 +0.4%
UW
419
Unique Wealth
Florida
$1.47M +$1.42M +13,691 New
TWP
420
Total Wealth Planning
Ohio
$1.46M -$154K -1,485 -10%
HR
421
Hardy Reed
Mississippi
$1.45M
LIA
422
LifePlan Investment Advisors
North Carolina
$1.44M +$70.2K +677 +5%
SCM
423
SCS Capital Management
Massachusetts
$1.44M +$161K +1,554 +13%
PWM
424
Provident Wealth Management
Tennessee
$1.43M -$36.7K -354 -3%
MCM
425
Mendel Capital Management
Arkansas
$1.42M +$185K +1,779 +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.