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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
PI
426
Pachira Investments
California
$1.42M +$845K +8,142 +162%
RCM
427
Raleigh Capital Management
North Carolina
$1.41M -$107K -1,028 -7%
FHC
428
First Heartland Consultants
Missouri
$1.4M +$174K +1,680 +15%
SCM
429
SOL Capital Management
Maryland
$1.4M
AFG
430
Allegheny Financial Group
Pennsylvania
$1.39M +$151K +1,460 +13%
CFG
431
Citizens Financial Group
Rhode Island
$1.37M -$26.8K -258 -2%
ANTB
432
AMG National Trust Bank
Colorado
$1.34M -$438K -4,225 -25%
PCA
433
Prosperity Capital Advisors
Ohio
$1.33M +$60.2K +580 +5%
EW
434
Evoke Wealth
California
$1.33M +$1.28M +12,381 New
MIA
435
Milestone Investment Advisors
Wisconsin
$1.31M
AWMNH
436
Arcadia Wealth Management (New Hampshire)
New Hampshire
$1.3M +$101K +971 +9%
T. Rowe Price Associates
437
T. Rowe Price Associates
Maryland
$1.29M -$2.56M -24,655 -67%
LFG
438
Larson Financial Group
Missouri
$1.28M -$64.2K -619 -5%
NL
439
NWAM LLC
Washington
$1.27M +$1.22M +11,805 New
WSFS
440
Wilmington Savings Fund Society
Delaware
$1.26M +$1.22M +11,747 New
APC
441
Aspire Private Capital
North Carolina
$1.26M -$5.08K -49 -0.4%
DWAM
442
Duncan Williams Asset Management
Tennessee
$1.26M +$1.21M +11,702 New
Brown Advisory
443
Brown Advisory
Maryland
$1.26M +$58K +559 +5%
CPA
444
Cardiff Park Advisors
California
$1.23M
VFA
445
Valeo Financial Advisors
Indiana
$1.23M -$49.1K -473 -4%
PW
446
Peninsula Wealth
California
$1.23M +$159K +1,530 +15%
IFWM
447
Institute for Wealth Management
Colorado
$1.23M +$56.5K +545 +5%
RJT
448
Raymond James Trust
Florida
$1.23M +$19.2K +185 +2%
TWP
449
Tempus Wealth Planning
California
$1.22M +$169K +1,633 +17%
AWM
450
Aspire Wealth Management
Massachusetts
$1.19M -$100K -965 -8%

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.