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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
KWM
476
Kingsview Wealth Management
Oregon
$1.03M +$50.9K +491 +5%
CW
477
Cook Wealth
North Carolina
$1M -$17.1K -165 -2%
IC
478
IEQ Capital
California
$1M
SFA
479
Sequoia Financial Advisors
Ohio
$999K +$86.2K +831 +10%
HIM
480
Hanlon Investment Management
New Jersey
$995K -$79.3K -764 -8%
FFA
481
Fragasso Financial Advisors
Pennsylvania
$992K -$338K -3,259 -26%
ACM
482
Absolute Capital Management
Pennsylvania
$988K -$111K -1,071 -10%
CCG
483
Catalina Capital Group
California
$986K -$71.2K -686 -7%
APP
484
Avantax Planning Partners
Iowa
$981K -$67.5K -651 -7%
RDFA
485
Ritter Daniher Financial Advisory
Ohio
$975K +$34.4K +332 +4%
LA
486
Latitude Advisors
Florida
$974K +$219K +2,114 +31%
1IA
487
1834 Investment Advisors
Wisconsin
$948K -$110K -1,057 -11%
LA
488
Lifeworks Advisors
Michigan
$945K +$50.7K +489 +6%
JJBC
489
James J. Burns & Company
New York
$945K -$1.97K -19 -0.2%
Kovitz Investment Group Partners
490
Kovitz Investment Group Partners
Illinois
$938K +$605K +5,827 +74%
CCG
491
Cypress Capital Group
Florida
$938K
HS
492
Horan Securities
United States
$937K +$2.08K +20 +0.2%
MWM
493
Meridian Wealth Management
Kentucky
$934K +$900K +8,677 New
TWCA
494
Two West Capital Advisors
Kansas
$918K -$63.8K -615 -7%
LGG
495
Luts & Greenleigh Group
Maryland
$914K +$15.8K +152 +2%
PSP
496
Principal Street Partners
Tennessee
$907K
AFM
497
Armstrong Fleming & Moore
District of Columbia
$901K
AFG
498
Atomi Financial Group
New York
$893K -$290K -2,799 -25%
CCM
499
Coldstream Capital Management
Washington
$890K -$96.7K -932 -10%
CFO
500
Collective Family Office
Pennsylvania
$889K -$25.9K -250 -3%

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.