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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
EWM
851
EPG Wealth Management
Georgia
$19.2K +$18.5K +178 New
TF
852
Tompkins Financial
New York
$18K -$5.39K -52 -24%
W
853
WealthCollab
Washington
$17.8K
CAM
854
Chesapeake Asset Management
New York
$17.4K +$16.8K +162 New
WOSD
855
WFA of San Diego
California
$16.9K
BHWM
856
Beaird Harris Wealth Management
Texas
$16.1K +$11.6K +112 +295%
HGA
857
Hobbs Group Advisors
South Carolina
$15.2K +$14.6K +141 New
GWM
858
Grand Wealth Management
Michigan
$14K +$13.5K +130 New
DF
859
Dunhill Financial
United Kingdom
$13.6K
PPWM
860
PFG Private Wealth Management
Florida
$13.2K
TCG
861
Transcendent Capital Group
Oklahoma
$13.1K +$12.7K +122 New
HFS
862
Hantz Financial Services
Michigan
$12K
AWA
863
Alaska Wealth Advisors
Alaska
$11.9K -$2.9K -28 -20%
CFFP
864
Center for Financial Planning
Michigan
$11.8K
S
865
SignatureFD
Georgia
$11.2K -$6.85K -66 -39%
HWM
866
Hemington Wealth Management
Virginia
$11K +$11.7K +113 New
FAM
867
Family Asset Management
South Carolina
$10.8K
TIM
868
Tortoise Investment Management
New York
$10.8K
ST
869
Smithfield Trust
Pennsylvania
$10K
BLC
870
Brown, Lisle/Cummings
Rhode Island
$9.37K
TCM
871
Tanaka Capital Management
New York
$9K
DFA
872
DHJJ Financial Advisors
Illinois
$8.51K
CWC
873
Carolinas Wealth Consulting
North Carolina
$8.07K +$7.78K +75 New
SIC
874
Salem Investment Counselors
North Carolina
$7.86K
BCWM
875
Bartlett & Co Wealth Management
Ohio
$7.75K

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.