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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
FCT
801
First Community Trust
Iowa
$101K +$97.1K +936 New
WWM
802
Wolff Wiese Magana
California
$101K
WT
803
Whittier Trust
California
$96.9K
TAM
804
Tucker Asset Management
Colorado
$95.2K -$49.3K -475 -35%
PB
805
Pinnacle Bancorp
Nebraska
$95.1K
AEPWM
806
Atlantic Edge Private Wealth Management
Florida
$92.6K -$11.4K -110 -11%
TFM
807
TFC Financial Management
Massachusetts
$88.2K +$85K +819 New
SSB
808
Sandy Spring Bank
Maryland
$88K
SC
809
SouthState Corp
Florida
$83.1K +$80.1K +772 New
MWM
810
Mascoma Wealth Management
New Hampshire
$82.8K
ATC
811
Adirondack Trust Company
New York
$82.7K
ITIM
812
Indiana Trust & Investment Management
Indiana
$79.1K +$2.49K +24 +3%
LWCFA
813
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$76.9K
BA
814
Ballast Advisors
Minnesota
$76.8K -$7.05K -68 -9%
SWM
815
Sugarloaf Wealth Management
Georgia
$72.1K +$10.6K +102 +18%
TFGT
816
TS Financial Group (TSFG)
Illinois
$72K
APW
817
Atlantic Private Wealth
North Carolina
$68.8K
National Bank of Canada
818
National Bank of Canada
Quebec, Canada
$64.5K
HIA
819
Harbor Investment Advisory
Maryland
$60.4K +$726 +7 +1%
HWM
820
HighMark Wealth Management
Minnesota
$58.6K +$311 +3 +0.6%
Allspring Global Investments
821
Allspring Global Investments
North Carolina
$57.1K
KPP
822
Kings Path Partners
Texas
$56K
RCM
823
Richardson Capital Management
Wisconsin
$55.2K -$519 -5 -1%
FFA
824
Frazier Financial Advisors
Ohio
$53.1K
NIC
825
Northwest Investment Counselors
Oregon
$50.8K +$49K +472 New

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.