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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
RFWA
926
RPg Family Wealth Advisory
Massachusetts
-$306K -2,987 Closed
TC
927
Trilogy Capital
California
-$280K -2,741 Closed
M1FG
928
Mach-1 Financial Group
Arkansas
-$277K -2,708 Closed
RCA
929
Resonant Capital Advisors
Wisconsin
-$266K -2,604 Closed
PWA
930
Prairie Wealth Advisors
Nebraska
-$247K -2,412 Closed
CAAS
931
Capital Asset Advisory Services
Michigan
-$231K -2,235 Closed
SW
932
SVB Wealth
Massachusetts
-$210K -2,050 Closed
PCM
933
Parsons Capital Management
Rhode Island
-$209K -2,045 Closed
PP
934
Prosperity Planning
Missouri
-$207K -2,020 Closed
TWC
935
TD Waterhouse Canada
Ontario, Canada
-$119K -1,163 Closed
OWA
936
Opal Wealth Advisors
New York
-$84.2K -823 Closed
PGAM
937
Princeton Global Asset Management
New Jersey
-$66.2K -647 Closed
WCM Investment Management
938
WCM Investment Management
California
-$63.5K -619 Closed
CB
939
Chris Bulman
California
-$63.1K -617 Closed
GI
940
Gradient Investments
Minnesota
-$63K -616 Closed
UWS
941
Unique Wealth Strategies
Illinois
-$58K -559 Closed
GWS
942
Glassman Wealth Services
Virginia
-$53.7K -525 Closed
WIA
943
Wetzel Investment Advisors
Indiana
-$27K -260 Closed
HT
944
Headlands Technologies
Illinois
-$15.6K -152 Closed
CP
945
Castleview Partners
Texas
-$7.16K -70 Closed
AA
946
AlphaMark Advisors
Kentucky
-$3K -25 Closed
NFSG
947
Newbridge Financial Services Group
Florida
-$1.13K -11 Closed
RWMG
948
Redwood Wealth Management Group
New Jersey
-$205 -2 Closed

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.