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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
SPIA
126
Steward Partners Investment Advisory
New York
$13.1M -$644K -6,203 -5%
CWS
127
Cypress Wealth Services
California
$13.1M -$473K -4,561 -4%
BFC
128
Bedel Financial Consulting
Indiana
$12.8M -$254K -2,449 -2%
LWA
129
Lineweaver Wealth Advisors
Ohio
$12.5M +$409K +3,939 +4%
OAP
130
One Advisory Partners
Kansas
$12.2M -$1.04M -10,027 -8%
CAM
131
Cresset Asset Management
Illinois
$12.1M -$10.2K -98 -0.1%
RW
132
Regimen Wealth
Georgia
$12.1M -$5.71K -55 -0%
PFG
133
PAX Financial Group
Texas
$11.9M +$326K +3,141 +3%
KOC
134
Koss-Olinger Consulting
Florida
$11.7M +$69.5K +670 +0.6%
EWM
135
Empirical Wealth Management
Washington
$11.6M +$1.87M +17,989 +20%
PPP
136
Private Portfolio Partners
New Jersey
$11.2M +$10.8M +104,278 New
MAM
137
MMA Asset Management
Pennsylvania
$11.1M +$5.22M +50,292 +81%
WA
138
Wealth Alliance
New York
$11M -$1.83M -17,617 -15%
KPWS
139
Kestra Private Wealth Services
Texas
$10.9M +$2.28M +21,957 +28%
TWM
140
TSA Wealth Management
Texas
$10.8M -$1.62M -15,611 -14%
PLFA
141
Pacific Life Fund Advisors
California
$10.7M -$21M -202,119 -67%
SXL
142
Summit X LLC
Missouri
$10.7M -$540K -5,208 -5%
BCM
143
Brookstone Capital Management
Illinois
$10.6M -$205K -1,972 -2%
FLA
144
Financial Life Advisors
Texas
$10.5M +$373K +3,592 +4%
MW
145
Maia Wealth
Colorado
$10.4M +$745K +7,181 +8%
RA
146
RFG Advisory
Alabama
$10.4M -$2.98M -28,736 -23%
MCCA
147
Mill Creek Capital Advisors
Pennsylvania
$10.3M
SAI
148
Savvy Advisors Inc
New York
$10.2M +$6.39M +61,622 +186%
MGIA
149
Moneta Group Investment Advisors
Missouri
$10.1M -$1.38M -13,312 -12%
PAG
150
Private Advisor Group
New Jersey
$10M +$3M +28,891 +45%

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.