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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
BCM
451
BTC Capital Management
Iowa
$1.19M
MCM
452
Mainstream Capital Management
California
$1.18M +$1.13M +10,937 New
VCA
453
Verdence Capital Advisors
Maryland
$1.16M -$9.03K -87 -0.8%
AQR Capital Management
454
AQR Capital Management
Connecticut
$1.16M +$1.11M +10,734 New
EWM
455
Evercore Wealth Management
New York
$1.14M -$42.5K -410 -4%
VNA
456
Valley National Advisers
Pennsylvania
$1.14M -$450K -4,340 -29%
CFG
457
Cooper Financial Group
California
$1.13M +$195K +1,880 +22%
BW
458
BIP Wealth
Georgia
$1.12M -$11.5K -111 -1%
PA
459
Pinnacle Associates
New York
$1.12M +$31.1K +300 +3%
GWMIA
460
Global Wealth Management Investment Advisory
Florida
$1.12M -$7.57K -73 -0.7%
WWM
461
Western Wealth Management
Colorado
$1.11M +$749K +7,221 +231%
BFA
462
Beacon Financial Advisory
Ohio
$1.1M +$25K +241 +2%
KeyBank National Association
463
KeyBank National Association
Ohio
$1.1M +$4.88K +47 +0.5%
AWA
464
Arkadios Wealth Advisors
Georgia
$1.09M -$46.6K -449 -4%
PTC
465
Private Trust Company
Ohio
$1.09M -$78.2K -754 -7%
JCM
466
Jacobi Capital Management
Pennsylvania
$1.07M +$578K +5,575 +129%
AC
467
Addison Capital
Pennsylvania
$1.06M +$146K +1,405 +17%
Citadel Advisors
468
Citadel Advisors
Florida
$1.06M +$374K +3,608 +58%
CP
469
Canopy Partners
Ohio
$1.06M
OAS
470
Optivise Advisory Services
Tennessee
$1.06M +$108K +1,045 +12%
OC
471
Oppenheimer & Co
New York
$1.05M +$5.29K +51 +0.5%
D
472
Dentgroup
Louisiana
$1.05M -$42.5K -410 -4%
SSW
473
Stone Summit Wealth
Florida
$1.04M +$121K +1,169 +14%
ASBI
474
American State Bank (Iowa)
Iowa
$1.04M
CIBC World Market
475
CIBC World Market
Ontario, Canada
$1.03M +$55.2K +532 +6%

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.