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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
CFGS
151
Concourse Financial Group Securities
Alabama
$9.94M -$861K -8,299 -8%
SCA
152
Snowden Capital Advisors
New York
$9.64M -$494K -4,762 -5%
JIC
153
Johnson Investment Counsel
Ohio
$9.46M +$643K +6,197 +8%
WPW
154
Watershed Private Wealth
Illinois
$9.45M -$314K -3,024 -3%
P
155
&Partners
Tennessee
$9.41M +$6.76M +65,190 +304%
TF
156
Trek Financial
Arizona
$9.38M -$815K -7,852 -8%
RIA
157
Regal Investment Advisors
Michigan
$9.35M +$1.38M +13,267 +18%
FHA
158
First Horizon Advisors
Tennessee
$9.33M -$1.97K -19 -0%
WP
159
WealthShield Partners
North Carolina
$9.25M -$412K -3,968 -4%
KFI
160
Key Financial Inc
Pennsylvania
$9.16M -$344K -3,319 -4%
PCG
161
Prosperity Consulting Group
Maryland
$8.97M +$458K +4,415 +6%
LPAM
162
Lodestar Private Asset Management
California
$8.95M +$701K +6,752 +9%
PFPT
163
Pinnacle Financial Partners (Tennessee)
Tennessee
$8.93M +$477K +4,593 +6%
SCM
164
Sterling Capital Management
North Carolina
$8.83M +$8.51M +82,050 New
ASN
165
Advisory Services Network
Georgia
$8.83M
CWM
166
Cranbrook Wealth Management
Michigan
$8.78M -$270K -2,603 -3%
SW
167
Simplicity Wealth
New Jersey
$8.6M -$1M -9,657 -11%
CCFM
168
Clear Creek Financial Management
Washington
$8.59M -$40K -386 -0.5%
BHWM
169
Bay Harbor Wealth Management
Maryland
$8.51M -$69K -665 -0.8%
ML
170
McAdam LLC
Pennsylvania
$8.46M +$8.15M +78,567 New
OP
171
ORG Partners
Indiana
$8.38M +$34.7K +334 +0.4%
EL
172
EQ LLC
Washington
$8.38M +$763K +7,352 +10%
FFWA
173
Forthright Family Wealth Advisory
Texas
$8.3M +$3.46M +33,326 +71%
MFG
174
Merit Financial Group
Georgia
$8.29M -$8.61M -82,961 -52%
Franklin Resources
175
Franklin Resources
California
$8.27M -$620K -5,977 -7%

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.