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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
JSL
576
JT Stratford LLC
Georgia
$580K -$74.9K -722 -12%
GIA
577
Gladstone Institutional Advisory
Florida
$579K -$18.8K -181 -3%
BHIA
578
Birch Hill Investment Advisors
Massachusetts
$578K
TPI
579
Trust Point Inc
Wisconsin
$577K +$15K +145 +3%
PFA
580
Pinnacle Family Advisors
Missouri
$577K +$156K +1,502 +39%
AF
581
Alerus Financial
North Dakota
$571K
S
582
Sachetta
Massachusetts
$562K
DC
583
Davenport & Co
Virginia
$558K +$9.96K +96 +2%
NW
584
NewEdge Wealth
Pennsylvania
$554K -$71.8K -692 -12%
IBOK
585
Independence Bank of Kentucky
Kentucky
$550K -$82.9K -799 -14%
FNBT
586
FineMark National Bank & Trust
Florida
$550K
GCM
587
Gables Capital Management
Florida
$539K
RT
588
Rockland Trust
Massachusetts
$537K
BFM
589
Boston Financial Management
Massachusetts
$536K -$104 -1 -0%
FEM
590
Fulcrum Equity Management
Texas
$536K -$91.9K -886 -15%
MA
591
MONECO Advisors
Connecticut
$536K -$2.49K -24 -0.5%
GFS
592
GYL Financial Synergies
Connecticut
$525K -$2.28K -22 -0.4%
WEG
593
World Equity Group
Illinois
$519K +$7.57K +73 +2%
MHR
594
Matthew Hamilton Rosenberg
$515K -$20.8K -200 -4%
GIA
595
GHP Investment Advisors
Colorado
$503K -$568K -5,477 -54%
RRCM
596
Rappaport Reiches Capital Management
Illinois
$503K
SFC
597
Strategic Financial Concepts
Texas
$503K -$49.1M -473,593 -99%
FWA
598
FSC Wealth Advisors
New York
$499K +$102K +985 +27%
PIA
599
Perennial Investment Advisors
California
$494K -$59.1K -570 -11%
MCM
600
MAI Capital Management
Ohio
$492K +$25.2K +243 +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.