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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
BNP Paribas Financial Markets
876
BNP Paribas Financial Markets
France
$6.89K +$6.64K +64 New
TAM
877
Townsend Asset Management
North Carolina
$6.88K
HWP
878
Highline Wealth Partners
California
$6.78K -$45.4K -438 -87%
BBPWM
879
Blue Bell Private Wealth Management
Pennsylvania
$6.57K
MWA
880
MFA Wealth Advisors
Pennsylvania
$5.92K
DWM
881
Darwin Wealth Management
Florida
$5.71K +$5.5K +53 New
MBFW
882
Morton Brown Family Wealth
Pennsylvania
$5.49K +$5.29K +51 New
AFWM
883
Abich Financial Wealth Management
Virginia
$5.28K +$5.08K +49 New
CIAS
884
Capital Investment Advisory Services
North Carolina
$4.96K
CA
885
Crewe Advisors
Utah
$4.95K
VCM
886
Versant Capital Management
Arizona
$4.63K
FIA
887
FPC Investment Advisory
California
$4.01K
CWP
888
Concord Wealth Partners
Virginia
$3.88K
CSC
889
Caldwell Sutter Capital
California
$3.77K
DJSG
890
D.J. St. Germain
Massachusetts
$3.66K
OC
891
Oarsman Capital
Wisconsin
$3.5K +$3.32K +32 New
CTWM
892
Cherry Tree Wealth Management
Minnesota
$3.34K
NMG
893
New Millennium Group
Utah
$3.34K -$415 -4 -11%
TC
894
Trust Company
Kansas
$3.34K +$3.22K +31 New
SN
895
Sittner & Nelson
Oregon
$3.23K
LWA
896
Lowe Wealth Advisors
Maryland
$2.91K
Qube Research & Technologies (QRT)
897
Qube Research & Technologies (QRT)
United Kingdom
$2.58K -$231K -2,230 -99%
CA
898
Clearstead Advisors
Ohio
$2.26K -$32.3K -311 -94%
HGERS
899
Householder Group Estate & Retirement Specialist
Arizona
$2K
HR
900
Howe & Rusling
New York
$1.72K +$1.66K +16 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.