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
701
Cortland Associates
Missouri
$281K
WPC
702
Wedmont Private Capital
Pennsylvania
$280K
CPG
703
Cornerstone Planning Group
New Jersey
$279K -$78.3K -755 -22%
FTWA
704
Fifth Third Wealth Advisors
Ohio
$279K +$269K +2,590 New
LWAM
705
Legacy Wealth Asset Management
Minnesota
$278K
SL
706
Sentinus LLC
Illinois
$276K -$8.85M -85,267 -91%
OGF
707
Orin Green Financial
California
$276K
ABWM
708
Alpine Bank Wealth Management
Colorado
$276K +$266K +2,560 New
FAIM
709
Financial Advocates Investment Management
Washington
$274K -$1.49M -14,350 -85%
LJAC
710
L.J. Altfest & Co
New York
$273K
KFGK
711
Keystone Financial Group (Kentucky)
Kentucky
$272K +$262K +2,525 New
CGL
712
Clarius Group LLC
Washington
$270K
TC
713
TAP Consulting
Missouri
$269K -$54.4K -524 -17%
ECM
714
Evergreen Capital Management
Washington
$268K
EFL
715
ERn Financial LLC
Wisconsin
$267K +$1.76K +17 +0.7%
SFG
716
Synergy Financial Group
California
$266K
RIL
717
Rothschild Investment LLC
Illinois
$264K
MIM
718
Miller Investment Management
Pennsylvania
$264K
FPGK
719
Financial Partners Group (Kansas)
Kansas
$263K -$9.13K -88 -3%
MPCL
720
My Personal CFO LLC
Washington
$263K
LIG
721
Lokken Investment Group
Delaware
$262K -$46.5K -448 -16%
FWM
722
Fonville Wealth Management
Virginia
$260K -$24K -231 -9%
HP
723
Holistic Planning
Texas
$258K +$248K +2,395 New
TW
724
TritonPoint Wealth
Maryland
$254K -$13.8K -133 -5%
OC
725
Oakworth Capital
Alabama
$254K -$19.8K -191 -8%

EFG Hedge Fund Activity: Q3 2024 in Review

913 of the 6,964 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.