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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
AIM
601
Athena Investment Management
California
$488K
PFS
602
Prospera Financial Services
Texas
$482K +$4.77K +46 +1%
OLVIG
603
Oliver Lagore Vanvalin Investment Group
Michigan
$479K -$112K -1,083 -20%
SFSG
604
Sound Financial Strategies Group
Mississippi
$478K -$2.9K -28 -0.6%
SF
605
Summit Financial
New Jersey
$478K -$519 -5 -0.1%
QP
606
Quartz Partners
New York
$475K +$457K +4,409 New
QCM
607
QRG Capital Management
Illinois
$474K +$86.3K +832 +23%
RFG
608
REAP Financial Group
Texas
$473K -$179K -1,723 -28%
LCM
609
Leisure Capital Management
California
$472K -$13.8K -133 -3%
BOSSRA
610
B.O.S.S. Retirement Advisors
Utah
$471K +$161K +1,553 +55%
KFS
611
Kelly Financial Services
Massachusetts
$471K -$21.8K -210 -5%
MC
612
Montag & Caldwell
Georgia
$467K -$5.5K -53 -1%
PCS
613
Personal CFO Solutions
New Jersey
$466K -$181K -1,745 -29%
GKWIM
614
Gerber Kawasaki Wealth & Investment Management
California
$463K +$56.3K +543 +14%
PIA
615
Pinion Investment Advisors
Kansas
$462K +$445K +4,291 New
SPWG
616
Syntegra Private Wealth Group
Missouri
$461K -$35.6K -343 -7%
FA
617
Fermata Advisors
California
$458K +$21K +202 +5%
WANY
618
Wealthspire Advisors (New York)
New York
$453K -$22.1K -213 -5%
Koshinski Asset Management
619
Koshinski Asset Management
Illinois
$453K -$16.7K -161 -4%
FA
620
Fiducient Advisors
Illinois
$452K -$650K -6,266 -60%
WFM
621
Wolff Financial Management
Michigan
$451K +$434K +4,185 New
BWL
622
Bogart Wealth LLC
Virginia
$449K -$9.13K -88 -2%
FLPIM
623
F.L. Putnam Investment Management
Massachusetts
$448K
CWM
624
Cornerstone Wealth Management
Missouri
$448K -$7.68K -74 -2%
HA
625
Herold Advisors
New York
$447K +$431K +4,155 New

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.