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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
OIA
826
Optimum Investment Advisors
Illinois
$48.1K
EW
827
Element Wealth
Mississippi
$43.7K +$4.36K +42 +12%
CT
828
Colonial Trust
South Carolina
$40.3K
CFO
829
CVA Family Office
Colorado
$39.9K
LC
830
Lindbrook Capital
California
$39.3K +$37.9K +365 New
GWSG
831
GPS Wealth Strategies Group
Colorado
$34.9K +$19.2K +185 +133%
PFM
832
Phillips Financial Management
Indiana
$34.4K
AIM
833
Anchor Investment Management
South Carolina
$32.4K
PPC
834
Park Place Capital
Alabama
$32K
BWP
835
Baldwin Wealth Partners
Massachusetts
$31.2K
RWM
836
Ruedi Wealth Management
Illinois
$30.8K
TSMHT
837
Thurston Springer Miller Herd & Titak
Indiana
$30K +$18.5K +178 +176%
VCM
838
Viewpoint Capital Management
Washington
$29.7K +$28.5K +275 New
AAP
839
Arax Advisory Partners
Colorado
$27.9K
EWM
840
Evermay Wealth Management
Virginia
$27.1K +$23.3K +225 +833%
RTC
841
Riverview Trust Company
Washington
$26.7K
WFA
842
Wells Financial Advisors
Massachusetts
$26.1K -$1.18M -11,358 -98%
TCOV
843
Trust Company of Vermont
Vermont
$25.7K +$24.8K +239 New
DCM
844
Davis Capital Management
Florida
$24.7K +$23.8K +229 New
FDCP
845
Foster Dykema Cabot & Partners
Massachusetts
$24.4K +$14.8K +143 +170%
GWANC
846
Guardian Wealth Advisors (North Carolina)
North Carolina
$22.6K
ADL
847
Asset Dedication LLC
California
$21.9K +$3.84K +37 +22%
POIA
848
Pin Oak Investment Advisors
Texas
$21K
RL
849
Rogco LP
Oklahoma
$20.2K -$16.5K -159 -46%
PCMC
850
Private Capital Management (Colorado)
Colorado
$19.4K

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.