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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
FCFC
501
First Citizens Financial Corp
Iowa
$888K +$20.5K +198 +2%
LI
502
LMCG Investments
Massachusetts
$888K +$55.3K +533 +7%
VFPW
503
Vantage Financial Partners (Wisconsin)
Wisconsin
$877K +$142K +1,366 +20%
WAP
504
Wealthcare Advisory Partners
Pennsylvania
$875K -$4.15K -40 -0.5%
MWP
505
MYCIO Wealth Partners
Pennsylvania
$872K
QWM
506
Quadcap Wealth Management
Texas
$867K -$56.8K -547 -6%
PAM
507
Palisade Asset Management
Minnesota
$865K
EK
508
Evensky & Katz
Florida
$863K -$15.5K -149 -2%
WG
509
Watchman Group
Texas
$857K +$33.9K +327 +4%
UF
510
Univest Financial
Pennsylvania
$855K +$824K +7,943 New
MCC
511
Maiden Cove Capital
Maine
$841K +$65.8K +634 +9%
WFAG
512
Wescott Financial Advisory Group
Pennsylvania
$838K +$87.7K +845 +12%
SF
513
Synovus Financial
Georgia
$833K -$622 -6 -0.1%
DCM
514
DGS Capital Management
New Jersey
$831K -$62.8K -605 -7%
RFN
515
RDA Financial Network
Iowa
$826K +$75K +723 +10%
MWM
516
Mission Wealth Management
California
$811K -$9.96K -96 -1%
LAS
517
Lloyd Advisory Services
Georgia
$806K -$66.8K -644 -8%
SWA
518
Sax Wealth Advisors
New Jersey
$806K +$160K +1,547 +26%
PFG
519
Peterson Financial Group
Iowa
$805K -$60.3K -581 -7%
PA
520
Parallel Advisors
California
$802K +$70K +675 +10%
OFG
521
Oxford Financial Group
Indiana
$799K
ATPW
522
Ashton Thomas Private Wealth
Arizona
$786K -$12K -116 -2%
CWA
523
Cornerstone Wealth Advisors
Minnesota
$783K -$5.71K -55 -0.8%
MIM
524
Macroview Investment Management
Maryland
$778K -$80.5K -776 -10%
CWA
525
Canvas Wealth Advisors
Kansas
$776K +$28.4K +274 +4%

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.