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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
BFP
651
Beacon Financial Planning
Massachusetts
$397K +$176K +1,698 +85%
FPAS
652
Focus Partners Advisor Solutions
Missouri
$395K -$11.4K -110 -3%
LNWWM
653
Laird Norton Wetherby Wealth Management
California
$392K -$34.9K -336 -8%
TCM
654
TD Capital Management
Tennessee
$390K
FMII
655
Farmers & Merchants Investments Inc
Nebraska
$389K +$9.86K +95 +3%
ACA
656
Aspire Capital Advisors
Washington
$386K
FTS
657
Fifth Third Securities
Ohio
$377K
FCP
658
Fidelis Capital Partners
Florida
$377K
AWM
659
Accurate Wealth Management
Florida
$374K +$372K +3,585 New
NFC
660
Northeast Financial Consultants
Connecticut
$373K
AWM
661
Able Wealth Management
New Jersey
$372K -$158K -1,524 -31%
EAM
662
Evanson Asset Management
California
$369K
VAMG
663
Voisard Asset Management Group
Michigan
$367K +$354K +3,413 New
HFO
664
Heritage Family Offices
Arizona
$367K +$39.5K +381 +13%
CWM
665
Connecticut Wealth Management
Connecticut
$365K +$11.8K +114 +3%
NRC
666
New Republic Capital
North Carolina
$358K -$30.2K -291 -8%
KA
667
Kovack Advisors
Florida
$358K +$98.7K +951 +40%
FIM
668
Freedom Investment Management
Connecticut
$357K +$5.08K +49 +2%
FCA
669
FinTrust Capital Advisors
South Carolina
$355K -$66.9K -645 -16%
WA
670
Westfuller Advisors
New York
$354K +$342K +3,292 New
BA
671
Bristlecone Advisors
Washington
$354K
LWANC
672
Laurel Wealth Advisors (North Carolina)
North Carolina
$352K
TAM
673
Tocqueville Asset Management
New York
$351K -$185K -1,785 -35%
TP
674
Tranquility Partners
Tennessee
$348K -$74.3K -716 -18%
FBB
675
Fulton Breakefield Broenniman
Maryland
$343K

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.