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iShares MSCI EAFE Growth ETF
EFG

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: 871 → 913 (+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: 81 → 79 (-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
–

Top Buyers

Rank Fund Capital Flow
1
Jane Street
Jane Street
New York
+$86.2M
2
SA
Sanctuary Advisors
Indiana
+$51.1M
3
AA
Axiom Advisory
California
+$47.3M
4
EB
Eastern Bank
Massachusetts
+$43.6M
5
TIAA Trust, National Association
TIAA Trust, National Association
North Carolina
+$38.4M

Top Sellers

Rank Fund Capital Flow
1
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$149M
2
BlackRock
BlackRock
New York
-$102M
3
SFC
Strategic Financial Concepts
Texas
-$49.1M
4
LPL Financial
LPL Financial
California
-$33.1M
5
PAS
Park Avenue Securities
New York
-$28.1M
Name Holding Trade Value Shares
Change 		Change in
Stake
JC
26
JB Capital
Connecticut
$83M -$5.44M -52,401 -6%
AWM
27
AE Wealth Management
Kansas
$81.6M +$1.17M +11,301 +2%
Commonwealth Equity Services
28
Commonwealth Equity Services
Massachusetts
$80.6M -$6.86M -66,082 -8%
M&T Bank
29
M&T Bank
New York
$79.4M -$5.79M -55,817 -7%
NA
30
NewEdge Advisors
Louisiana
$76.6M +$5.61M +54,118 +8%
UCFA
31
United Capital Financial Advisors
Texas
$76M -$7.54M -72,722 -9%
TIAA Trust, National Association
32
TIAA Trust, National Association
North Carolina
$75.8M +$38.4M +370,183 +111%
FIA
33
Foundations Investment Advisors
Arizona
$72.8M -$1.05M -10,138 -1%
Northwestern Mutual Wealth Management
34
Northwestern Mutual Wealth Management
Wisconsin
$68.9M +$8.72M +84,025 +15%
Thrivent Financial for Lutherans
35
Thrivent Financial for Lutherans
Minnesota
$66M -$8.19M -78,958 -11%
Stifel Financial
36
Stifel Financial
Missouri
$56.5M -$3.43M -33,051 -6%
BPA
37
Beacon Pointe Advisors
California
$54.9M -$1.17M -11,257 -2%
Focus Partners Wealth
38
Focus Partners Wealth
Massachusetts
$52.2M -$28M -270,306 -36%
APW
39
Austin Private Wealth
Texas
$51.3M -$270K -2,607 -0.5%
KIM
40
Kestra Investment Management
Texas
$49.8M +$8.78M +84,583 +22%
Osaic Holdings
41
Osaic Holdings
Arizona
$48M +$1.37M +13,233 +3%
QC
42
Quent Capital
New York
$46.5M +$506K +4,875 +1%
BAAM
43
Baker Avenue Asset Management
California
$46.5M +$338K +3,262 +0.8%
IWC
44
Integrated Wealth Concepts
Massachusetts
$46.5M +$2.63M +25,331 +6%
FSWA
45
Financial Synergies Wealth Advisors
Texas
$45.9M +$861K +8,299 +2%
EB
46
Eastern Bank
Massachusetts
$45.3M +$43.6M +420,720 New
Goldman Sachs
47
Goldman Sachs
New York
$43.9M -$1.19M -11,468 -3%
CIAS
48
CFS Investment Advisory Services
New Jersey
$42.6M -$3.12M -30,086 -7%
FWP
49
FAS Wealth Partners
Kansas
$42.6M +$892K +8,595 +2%
Mariner
50
Mariner
Kansas
$42.6M +$506K +4,874 +1%
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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.