We are live on ! Find out more
EFG icon

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
HighTower Advisors
76
HighTower Advisors
Illinois
$25.2M -$225K -2,172 -0.9%
CP
77
Covenant Partners
Tennessee
$24.9M -$843K -8,121 -3%
RJFSA
78
Raymond James Financial Services Advisors
Florida
$24.4M +$938K +9,044 +4%
CCWM
79
Cassaday & Co Wealth Management
Virginia
$23.9M -$5.04M -48,587 -18%
CCB
80
Country Club Bank
Missouri
$23.1M -$407K -3,921 -2%
CSWG
81
Cardinal Strategic Wealth Guidance
Kentucky
$22.8M -$906K -8,733 -4%
RFA
82
RTD Financial Advisors
Pennsylvania
$22.2M +$68.6K +661 +0.3%
BRWA
83
B. Riley Wealth Advisors
Florida
$21.7M -$4.2M -40,479 -17%
MWP
84
Meridian Wealth Partners
Pennsylvania
$21.5M +$20.8M +200,110 New
SHJ
85
Sharkey, Howes & Javer
Colorado
$21.2M -$1.46M -14,035 -7%
SHIM
86
Stone House Investment Management
Pennsylvania
$20.9M -$962K -9,274 -5%
HGWM
87
Horst & Graben Wealth Management
Oregon
$20.8M -$874K -8,429 -4%
SW
88
SteelPeak Wealth
California
$20.7M -$1.11M -10,653 -5%
HFA
89
High Falls Advisors
New York
$20.5M -$1.94M -18,736 -9%
Pathstone Holdings
90
Pathstone Holdings
New Jersey
$19.7M +$236K +2,275 +1%
Baird Financial Group
91
Baird Financial Group
Wisconsin
$19.3M +$3.74M +36,005 +25%
SB
92
Strategic Blueprint
Georgia
$19.2M -$164K -1,581 -0.9%
Natixis Advisors
93
Natixis Advisors
Massachusetts
$18.8M -$847K -8,168 -4%
WWG
94
West Wealth Group
California
$18.4M +$715K +6,887 +4%
FFA
95
Farther Finance Advisors
California
$18.2M +$2.11M +20,347 +14%
BCI
96
Brinker Capital Investments
Pennsylvania
$17.8M -$1.66M -15,953 -9%
OPS
97
Orion Portfolio Solutions
Nebraska
$17.8M -$1.66M -15,953 -9%
CWA
98
Consilio Wealth Advisors
Washington
$17.6M +$1.25M +12,024 +8%
SWM
99
Shakespeare Wealth Management
Wisconsin
$17.3M -$503K -4,845 -3%
BTI
100
Blue Trust Inc
Georgia
$17.2M +$6.72M +64,772 +62%

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.