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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
AWM
676
Aprio Wealth Management
Georgia
$343K -$14K -135 -4%
FCA
677
FLC Capital Advisors
California
$339K
AF
678
Allworth Financial
California
$333K -$242K -2,333 -43%
FA
679
FSA Advisors
Michigan
$332K +$129K +1,240 +62%
SI
680
Stephens Inc
Arkansas
$330K -$5.91K -57 -2%
GWSA
681
Global Wealth Strategies & Associates
Colorado
$323K -$15.3K -147 -5%
WI
682
WrapManager Inc
California
$322K -$33.7K -325 -10%
ATC
683
Argent Trust Co
Tennessee
$321K +$18.3K +176 +6%
BMMM
684
Boston Mountain Money Management
Arkansas
$314K +$303K +2,916 New
MWM
685
Modera Wealth Management
New Jersey
$313K +$302K +2,911 New
AFP
686
Ausdal Financial Partners
Iowa
$313K +$9.86K +95 +3%
JIP
687
Jaffetilchin Investment Partners
Florida
$312K
CIA
688
Cape Investment Advisory
Georgia
$310K +$140K +1,348 +88%
GF
689
GGM Financials
Ohio
$308K
TFF
690
The Family Firm
Maryland
$305K
CFSG
691
Community Financial Services Group
Vermont
$305K -$49.8K -480 -14%
LSA
692
Lion Street Advisors
Texas
$302K +$66.5K +641 +30%
ESB
693
Essex Savings Bank
Connecticut
$301K -$10.5K -101 -3%
SJGA
694
Stephen J. Garry & Associates
New York
$298K -$2.08K -20 -0.7%
MWP
695
Madison Wealth Partners
Wisconsin
$296K
WAM
696
Weinberger Asset Management
California
$294K -$41.4K -399 -13%
WCF
697
West Coast Financial
California
$287K +$25.1K +242 +10%
APWA
698
Atlas Private Wealth Advisors
New Jersey
$285K +$207 +2 +0.1%
GA
699
Goldstein Advisors
Wisconsin
$282K +$5.19K +50 +2%
EAM
700
Empirical Asset Management
Massachusetts
$281K -$10.6K -102 -4%

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.