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iShares MSCI EAFE Growth ETF
EFG

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: 871 → 913 (+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: 81 → 79 (-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
–

Top Buyers

Rank Fund Capital Flow
1
Jane Street
Jane Street
New York
+$86.2M
2
SA
Sanctuary Advisors
Indiana
+$51.1M
3
AA
Axiom Advisory
California
+$47.3M
4
EB
Eastern Bank
Massachusetts
+$43.6M
5
TIAA Trust, National Association
TIAA Trust, National Association
North Carolina
+$38.4M

Top Sellers

Rank Fund Capital Flow
1
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$149M
2
BlackRock
BlackRock
New York
-$102M
3
SFC
Strategic Financial Concepts
Texas
-$49.1M
4
LPL Financial
LPL Financial
California
-$33.1M
5
PAS
Park Avenue Securities
New York
-$28.1M
Name Holding Trade Value Shares
Change 		Change in
Stake
FRA
901
Front Row Advisors
California
$1.18K – – –
RMC
902
Resources Management Corp
Connecticut
$1K – – –
BFS
903
Burkett Financial Services
South Carolina
$941 – – –
CTB
904
Country Trust Bank
Illinois
$646 – – –
GTAM
905
Global Trust Asset Management
Florida
$646 – – –
Russell Investments Group
906
Russell Investments Group
United Kingdom
$646 – – –
SWM
907
Sanctuary Wealth Management
Idaho
$646 – – –
VF
908
VitalStone Financial
Texas
$646 – – –
T
909
Tidemark
California
$543 – – –
GC
910
Gould Capital
Washington
$538 – – –
GI
911
GAMMA Investing
California
$431 – – –
AWM
912
Abound Wealth Management
Tennessee
$110 +$104 +1 New
CAM
913
Creekmur Asset Management
Illinois
$70 – – –
CMP
914
Coston McIsaac & Partners
Maine
$51 – – –
DWM
915
Dynasty Wealth Management
Florida
– -$12.8M -125,243 Closed
Nisa Investment Advisors
916
Nisa Investment Advisors
Missouri
– -$7.15M -69,900 Closed
OWMIAS
917
One Wealth Management Investment & Advisory Services
Florida
– -$6.16M -60,215 Closed
T
918
TCWP
Ohio
– -$1.49M -14,598 Closed
PWA
919
Pillar Wealth Advisors
Pennsylvania
– -$813K -7,947 Closed
AWM
920
Axxcess Wealth Management
California
– -$591K -5,776 Closed
SAM
921
Strategy Asset Managers
California
– -$507K -5,315 Closed
CFO
922
Colony Family Offices
North Carolina
– -$494K -4,828 Closed
IAIM
923
International Assets Investment Management
Florida
– -$429K -4,195 Closed
IIA
924
Integral Investment Advisors
California
– -$397K -3,870 Closed
GAA
925
Global Assets Advisory
Florida
– -$314K -3,071 Closed
34 35 36
37
38

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.