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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
PFA
101
Pettinga Financial Advisors
Indiana
$16.9M -$2.18M -20,970 -12%
FA
102
Fountainhead AM
New Jersey
$16.8M +$1.04M +10,035 +7%
SWC
103
Spectrum Wealth Counsel
Indiana
$16.7M +$24.4K +235 +0.2%
Wealth Enhancement Advisory Services
104
Wealth Enhancement Advisory Services
Minnesota
$16.5M -$300K -2,894 -2%
OWA
105
One Wealth Advisors
California
$16.4M -$1.05M -10,139 -6%
ACA
106
Affinity Capital Advisors
California
$16.1M +$615K +5,929 +4%
I
107
INVST
Indiana
$15.9M -$9.81M -94,586 -39%
GT
108
Greenleaf Trust
Michigan
$15.8M +$303K +2,920 +2%
FTUS
109
Flow Traders U.S.
New York
$15.8M +$9.97M +96,075 +191%
SP
110
Stonebrook Private
Michigan
$15.5M +$3.5M +33,703 +30%
PWA
111
Physician Wealth Advisors
Utah
$15.4M -$386K -3,716 -2%
WA
112
Waverly Advisors
Alabama
$15.1M +$2.92M +28,104 +25%
SCA
113
STALEY CAPITAL ADVISERS
Pennsylvania
$14.9M +$298K +2,875 +2%
RF
114
Robinswood Financial
Washington
$14.8M +$426K +4,107 +3%
SA
115
Scarborough Advisors
Maryland
$14.7M +$14.2M +136,780 New
WAM
116
Wakefield Asset Management
Colorado
$14.6M -$40.6K -391 -0.3%
IWM
117
IHT Wealth Management
Illinois
$14.2M +$4.1M +39,473 +43%
KWM
118
Keebeck Wealth Management
Illinois
$14M -$502K -4,838 -4%
KFSC
119
Keystone Financial Services (Colorado)
Colorado
$14M -$1.34M -12,908 -9%
Susquehanna International Group
120
Susquehanna International Group
Pennsylvania
$13.9M +$13.4M +129,409 New
RWP
121
RWA Wealth Partners
Massachusetts
$13.9M -$6M -57,806 -31%
PWM
122
Perigon Wealth Management
California
$13.9M +$613K +5,911 +5%
William Blair & Company
123
William Blair & Company
Illinois
$13.7M -$395K -3,804 -3%
CCA
124
Checchi Capital Advisers
California
$13.5M -$256K -2,464 -2%
T
125
TNF
Montana
$13.2M -$114K -1,094 -0.8%

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.