We are live on ! Find out more
EFG icon

iShares MSCI EAFE Growth ETF
EFG

986 hedge funds and large institutions have $14.8B invested in iShares MSCI EAFE Growth ETF in 2024 Q4 according to their latest regulatory filings, with 146 funds opening new positions, 493 increasing their positions, 222 reducing their positions, and 51 closing their positions.

New
Increased
Maintained
Reduced
Closed

186% more first-time investments, than exits

New positions opened: 146 | Existing positions closed: 51

122% more repeat investments, than reductions

Existing positions increased: 493 | Existing positions reduced: 222

8% more funds holding

Funds holding: 913 → 986 (+73)

3% more funds holding in top 10

Funds holding in top 10: 79 → 81 (+2)

3% more capital invested

Capital invested by funds: $14.3B → $14.8B (+$448M)

0.4% more ownership

Funds ownership: 93.72% → 94.12% (+0.4%)

Holders
986
Holders Change
+73
Holders Change %
+8%
% of All Funds
12.99%
Holding in Top 10
81
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+2.53%
% of All Funds
1.07%
New
146
Increased
493
Reduced
222
Closed
51
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$545M
2
LPL Financial
LPL Financial
California
+$292M
3
JP Morgan Chase
JP Morgan Chase
New York
+$137M
4
DWM
Dynasty Wealth Management
Florida
+$81.8M
5
BlackRock
BlackRock
New York
+$79.1M

Top Sellers

Rank Fund Capital Flow
1
Jones Financial Companies
Jones Financial Companies
Missouri
-$97.2M
2
Jane Street
Jane Street
New York
-$75.6M
3
CSPIA
Cary Street Partners Investment Advisory
Virginia
-$32.5M
4
Prudential Financial
Prudential Financial
New Jersey
-$21.6M
5
CIAS
CFS Investment Advisory Services
New Jersey
-$17.8M
Name Holding Trade Value Shares
Change 		Change in
Stake
HWP
951
Highline Wealth Partners
California
$6.1K – – –
BBPWM
952
Blue Bell Private Wealth Management
Pennsylvania
$5.91K – – –
HNW
953
High Note Wealth
Minnesota
$5.62K +$5.89K +58 New
RIL
954
Rothschild Investment LLC
Illinois
$5.42K -$244K -2,400 -98%
RF
955
Roxbury Financial
New Jersey
$5.2K +$5.18K +51 New
CT
956
Caldwell Trust
Florida
$5.04K +$5.28K +52 New
HI
957
Horizon Investments
North Carolina
$5.04K +$5.28K +52 New
MBFW
958
Morton Brown Family Wealth
Pennsylvania
$4.94K – – –
CIAS
959
Capital Investment Advisory Services
North Carolina
$4.46K – – –
VCM
960
Versant Capital Management
Arizona
$4.16K – – –
MWA
961
Medallion Wealth Advisors
Connecticut
$4.07K +$4.27K +42 New
HHGA
962
Halbert Hargrove Global Advisors
California
$3.97K +$4.17K +41 New
CA
963
Clearstead Advisors
Ohio
$3.87K +$1.93K +19 +90%
FIA
964
FPC Investment Advisory
California
$3.87K – – –
CWP
965
Concord Wealth Partners
Virginia
$3.49K – – –
BNP Paribas Financial Markets
966
BNP Paribas Financial Markets
France
$3.39K -$2.95K -29 -45%
CSC
967
Caldwell Sutter Capital
California
$3.39K – – –
DJSG
968
D.J. St. Germain
Massachusetts
$3.29K – – –
AIC
969
Archer Investment Corporation
Indiana
$3.29K +$3.46K +34 New
OC
970
Oarsman Capital
Wisconsin
$3.14K – – –
CTWM
971
Cherry Tree Wealth Management
Minnesota
$3K – – –
TC
972
Trust Company
Kansas
$3K – – –
SN
973
Sittner & Nelson
Oregon
$2.9K – – –
NS
974
NBC Securities
Alabama
$2.86K -$2.88M -28,348 -100%
LWA
975
Lowe Wealth Advisors
Maryland
$2.61K – – –
37 38
39
40 41

EFG Hedge Fund Activity: Q4 2024 in Review

986 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in iShares MSCI EAFE Growth ETF (EFG) for Q4 2024, worth a combined $14.8B — up 3.1% from $14.3B a quarter earlier.

Buyers outnumbered sellers: 146 funds opened new EFG positions and 51 closed out — a net gain of 95 holders — while 493 added to existing stakes and 222 trimmed.

The largest buyer was Envestnet Asset Management, adding an estimated $545M. The largest seller was Jones Financial Companies, cutting an estimated $97.2M.

  • 986 institutional investors held iShares MSCI EAFE Growth ETF (EFG) as of Q4 2024, up from 913 in Q3 2024.
  • Funds reported $14.8B of iShares MSCI EAFE Growth ETF stock for Q4 2024, up 3.1% quarter-over-quarter.
  • 146 funds opened new iShares MSCI EAFE Growth ETF positions in Q4 2024 and 51 closed out, a net change of +95 holders.
  • The largest iShares MSCI EAFE Growth ETF buyer in Q4 2024 was Envestnet Asset Management, an estimated $545M added.
  • The largest iShares MSCI EAFE Growth ETF seller in Q4 2024 was Jones Financial Companies, an estimated $97.2M sold.

Based on aggregated 13F filings for Q4 2024.