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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
NFW
526
Noble Family Wealth
Florida
$771K
AIA
527
Accelerate Investment Advisors
California
$768K +$740K +7,130 New
SFA
528
Semmax Financial Advisors
North Carolina
$764K -$25.4K -245 -3%
CPIG
529
Chicago Partners Investment Group
Illinois
$759K -$52.5K -506 -6%
BMCM
530
Bryn Mawr Capital Management
Pennsylvania
$753K
SDWMA
531
Schneider Downs Wealth Management Advisors
Pennsylvania
$752K
RFA
532
Resurgent Financial Advisors
Georgia
$744K -$81.4K -785 -10%
JIR
533
James Investment Research
Ohio
$743K +$16.9K +163 +2%
EWA
534
EverSource Wealth Advisors
Alabama
$743K -$295K -2,840 -29%
SFG
535
Sage Financial Group
Pennsylvania
$741K -$9.75K -94 -1%
BFG
536
Beacon Financial Group
Texas
$739K -$69K -665 -9%
LA
537
LexAurum Advisors
Kansas
$720K +$934 +9 +0.1%
CI
538
Conning Inc
Connecticut
$720K -$524K -5,046 -43%
DT
539
Diversified Trust
Tennessee
$714K +$46K +443 +7%
IFG
540
Independent Financial Group
California
$710K -$132K -1,276 -16%
WS
541
Wedbush Securities
California
$701K +$76.7K +739 +13%
MHB
542
Midwest Heritage Bank
Iowa
$701K +$25.3K +244 +4%
HWM
543
HRC Wealth Management
Idaho
$696K
BIM
544
Bridges Investment Management
Nebraska
$693K
ECA
545
Elevated Capital Advisors
Utah
$693K +$668K +6,436 New
WT
546
Washington Trust
Rhode Island
$687K -$437K -4,208 -40%
Wealthfront Advisers
547
Wealthfront Advisers
California
$684K +$21.8K +210 +3%
AWM
548
Alterna Wealth Management
Texas
$680K -$158K -1,521 -19%
MFC
549
Morris Financial Concepts
South Carolina
$680K +$286K +2,759 +78%
GM
550
GeoWealth Management
Illinois
$679K +$89.9K +867 +16%

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.