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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
SL
176
SWMG LLC
Texas
$8.13M +$585K +5,640 +7%
SWP
177
Stratos Wealth Partners
Ohio
$8.12M +$6.75M +65,073 +627%
JFGIW
178
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$8.11M -$34.9K -336 -0.4%
FAM
179
Forte Asset Management
New York
$8.02M +$352K +3,392 +5%
MGWM
180
Marks Group Wealth Management
Minnesota
$7.92M -$1M -9,642 -12%
WWA
181
WCG Wealth Advisors
Nevada
$7.82M +$27.2K +262 +0.4%
FFN
182
Focus Financial Network
Minnesota
$7.81M -$165K -1,594 -2%
Creative Planning
183
Creative Planning
Kansas
$7.74M +$92.2K +889 +1%
Citigroup
184
Citigroup
New York
$7.73M +$1.97K +19 +0%
EH
185
Equitable Holdings
New York
$7.72M +$356K +3,430 +5%
CPCP
186
Cedar Point Capital Partners
Iowa
$7.72M +$13.5K +130 +0.2%
CL
187
Choreo LLC
Illinois
$7.6M +$190K +1,832 +3%
VHAM
188
Van Hulzen Asset Management
California
$7.53M +$245K +2,359 +3%
KFG
189
Kingdom Financial Group
Arizona
$7.45M +$91.7K +884 +1%
CWM
190
Certus Wealth Management
California
$7.4M +$60.1K +579 +0.8%
Northern Trust
191
Northern Trust
Illinois
$7.4M -$163K -1,573 -2%
KCM
192
KM Capital Management
Texas
$7.18M -$512K -4,932 -7%
TWM
193
Tanglewood Wealth Management
Texas
$7.15M -$79.5K -766 -1%
MIS
194
Morningstar Investment Services
Illinois
$7.14M +$1.7M +16,418 +33%
BFPW
195
BOK Financial Private Wealth
Colorado
$7.12M -$455K -4,383 -6%
AIA
196
Alera Investment Advisors
Illinois
$7.1M -$1.21M -11,625 -15%
LL
197
LWMG LLC
Minnesota
$7.09M +$810K +7,803 +13%
CAM
198
Cobblestone Asset Management
Virginia
$7.04M -$682K -6,574 -9%
TC
199
TownSquare Capital
Utah
$6.96M -$257K -2,477 -4%
LA
200
Lane & Associates
New Jersey
$6.9M +$1.23M +11,808 +23%

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.