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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
FFA
776
Founders Financial Alliance
North Carolina
$191K +$3.63K +35 +2%
CAS
777
Coppell Advisory Solutions
Texas
$191K -$82.2K -792 -31%
PA
778
Pineridge Advisors
Missouri
$180K -$4.88K -47 -3%
OWP
779
ORG Wealth Partners
Texas
$179K +$173K +1,663 New
JWA
780
JFS Wealth Advisors
Pennsylvania
$176K
GJIA
781
Glass Jacobson Investment Advisors
Maryland
$175K -$3.42K -33 -2%
SMA
782
Sage Mountain Advisors
Georgia
$169K
MPCG
783
Matrix Private Capital Group
New York
$168K +$10.4K +100 +7%
AT
784
Arlington Trust
Alabama
$167K
HBW
785
Hazlett, Burt & Watson
West Virginia
$167K -$519 -5 -0.3%
CIBC Private Wealth Group
786
CIBC Private Wealth Group
Georgia
$161K -$57.8K -557 -27%
AA
787
Addison Advisors
Vermont
$150K -$5.71K -55 -4%
WB
788
Webster Bank
Connecticut
$139K
Bessemer Group
789
Bessemer Group
New Jersey
$133K
ZB
790
Zions Bancorporation
Utah
$130K
AWA
791
Authentikos Wealth Advisory
California
$127K +$123K +1,181 New
LCM
792
Logan Capital Management
Pennsylvania
$119K
HDIM
793
Hanson & Doremus Investment Management
Vermont
$116K
FGC
794
Financial Gravity Companies
Texas
$115K +$111K +1,069 New
MFT
795
Moisand Fitzgerald Tamayo
Florida
$114K
SS
796
Sunbelt Securities
Texas
$111K
BCMLT
797
Beacon Capital Management LLC (Tennessee)
Tennessee
$110K +$35.1K +338 +49%
AWM
798
Angeles Wealth Management
California
$105K
PWS
799
Peterson Wealth Services
Utah
$103K +$99.6K +960 New
AWM
800
Avior Wealth Management
Nebraska
$103K -$17.1K -165 -15%

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.