We are live on ! Find out more
EFG icon

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
CA
626
Continuum Advisory
Idaho
$446K +$50.6K +488 +12%
HCMT
627
Highland Capital Management (Tennessee)
Tennessee
$444K
BL
628
Balentine LLC
Georgia
$441K +$298K +2,877 +236%
FA
629
Flagstar Advisors
New York
$441K -$24K -231 -5%
CA
630
CGN Advisors
Kansas
$441K +$72.6K +700 +21%
DA
631
Doliver Advisors
Texas
$432K -$15.9K -153 -4%
GFA
632
Gallagher Fiduciary Advisors
Illinois
$426K +$158K +1,525 +63%
LNB
633
Ledyard National Bank
$423K +$25.4K +245 +7%
TA
634
TrueWealth Advisors
Alabama
$420K -$106K -1,017 -21%
BHPW
635
Beverly Hills Private Wealth
California
$419K -$167K -1,614 -29%
HNB
636
Hilltop National Bank
Wyoming
$417K
UB
637
UMB Bank
Missouri
$416K +$5.6K +54 +1%
MIA
638
MainStreet Investment Advisors
Illinois
$414K -$315K -3,040 -44%
WFC
639
Western Financial Corp
California
$413K -$27.9K -269 -7%
ACP
640
Aveo Capital Partners
Colorado
$412K -$18.6K -179 -4%
Fisher Asset Management
641
Fisher Asset Management
Washington
$412K -$227K -2,191 -36%
HTC
642
Haverford Trust Company
Pennsylvania
$409K
PCIA
643
Prime Capital Investment Advisors
Kansas
$408K -$44K -424 -10%
HPC
644
Hobart Private Capital
North Carolina
$407K +$3.84K +37 +1%
DAS
645
Dynamic Advisor Solutions
Arizona
$406K -$820K -7,902 -68%
UFAC
646
Urban Financial Advisory Corp
Illinois
$405K
DSA
647
Droms Strauss Advisors
Missouri
$401K +$11.6K +112 +3%
MSFS
648
Main Street Financial Solutions
Pennsylvania
$398K
FP
649
Financial Perspectives
Minnesota
$398K -$16K -154 -4%
MWA
650
Midland Wealth Advisors
Illinois
$397K -$152K -1,463 -28%

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.