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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
AAS
51
Avantax Advisory Services
Texas
$41.7M +$310K +2,990 +0.8%
EWA
52
EP Wealth Advisors
California
$40.6M -$3.56M -34,287 -8%
Truist Financial
53
Truist Financial
North Carolina
$40.2M -$7.39M -71,260 -16%
KAS
54
Kestra Advisory Services
Texas
$40M -$8.93M -86,089 -19%
AWS
55
Atria Wealth Solutions
New York
$39.8M -$997K -9,613 -3%
RJA
56
Raymond James & Associates
Florida
$38.1M -$498K -4,799 -1%
HB
57
HTLF Bank
Colorado
$37.5M +$200K +1,929 +0.6%
CSPIA
58
Cary Street Partners Investment Advisory
Virginia
$34.9M +$1.33M +12,853 +4%
AI
59
Atria Investments
North Carolina
$34.3M -$2.97M -28,579 -8%
MCWS
60
McKinley Carter Wealth Services
West Virginia
$34M +$3.85M +37,143 +13%
OWA
61
Octavia Wealth Advisors
Ohio
$32.3M +$2.04M +19,643 +7%
AWMS
62
Advocacy Wealth Management Services
Georgia
$32.2M -$4.58M -44,168 -13%
Cambridge Investment Research Advisors
63
Cambridge Investment Research Advisors
Iowa
$31.8M -$176K -1,696 -0.6%
Royal Bank of Canada
64
Royal Bank of Canada
Ontario, Canada
$31.5M +$4.23M +40,811 +16%
IWA
65
Icon Wealth Advisors
Texas
$31.2M +$570K +5,490 +2%
BF
66
BOK Financial
Oklahoma
$31M -$419K -4,042 -1%
CW
67
CreativeOne Wealth
Kansas
$30M +$8.3M +79,979 +40%
Corient Private Wealth
68
Corient Private Wealth
Florida
$29.6M -$840K -8,101 -3%
NB
69
NBT Bank
New York
$28.2M +$1.29M +12,471 +5%
Prudential Financial
70
Prudential Financial
New Jersey
$28M -$1.19M -11,462 -4%
Bank of Montreal
71
Bank of Montreal
Ontario, Canada
$27.4M +$187K +1,805 +0.7%
MC
72
McMorgan & Co
California
$25.8M -$775K -7,471 -3%
Mercer Global Advisors
73
Mercer Global Advisors
Colorado
$25.8M +$1.04M +9,982 +4%
CAPTRUST Financial Advisors
74
CAPTRUST Financial Advisors
North Carolina
$25.5M +$416K +4,006 +2%
MPW
75
MA Private Wealth
California
$25.3M +$473K +4,556 +2%

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.