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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
SWA
201
Stratos Wealth Advisors
Ohio
$6.82M +$354K +3,410 +6%
Comerica Bank
202
Comerica Bank
Texas
$6.79M -$211K -2,029 -3%
HBS
203
Howard Bailey Securities
Indiana
$6.71M +$6.47M +62,375 New
SWM
204
SigFig Wealth Management
California
$6.67M -$299K -2,881 -4%
OPPS
205
Obsidian Personal Planning Solutions
Maryland
$6.64M +$958K +9,230 +16%
CB
206
Commerce Bank
Missouri
$6.59M -$11.1M -106,692 -64%
MYIA
207
Mount Yale Investment Advisors
Colorado
$6.49M -$481K -4,641 -7%
NP
208
NorthRock Partners
Minnesota
$6.46M -$2.96M -28,556 -32%
CC
209
Courier Capital
New York
$6.45M +$865K +8,335 +16%
JRP
210
Jasper Ridge Partners
California
$6.39M
AR
211
Apeiron RIA
Texas
$6.34M -$2.65M -25,552 -30%
NHC
212
Nicholas Hoffman & Company
Georgia
$6.21M -$297K -2,865 -5%
TVM
213
True Vision MN
Minnesota
$6.06M -$147K -1,413 -2%
1WM
214
1900 Wealth Management
Texas
$6.03M -$1.34M -12,879 -19%
MFA
215
Mayflower Financial Advisors
Massachusetts
$5.96M -$193K -1,863 -3%
KCM
216
Kathmere Capital Management
Pennsylvania
$5.93M -$102K -984 -2%
C1AG
217
Client 1st Advisory Group
Florida
$5.86M +$175K +1,691 +3%
GIS
218
Grayhawk Investment Strategies
Alberta, Canada
$5.84M +$5.63M +54,250 New
AWM
219
Apollon Wealth Management
South Carolina
$5.78M +$378K +3,640 +7%
W
220
Wealthquest
Ohio
$5.77M +$503K +4,847 +10%
GT
221
Glenmede Trust
Pennsylvania
$5.77M -$356K -3,436 -6%
Legacy Financial Group (Iowa)
222
Legacy Financial Group (Iowa)
Iowa
$5.72M +$1.11M +10,731 +25%
SPAS
223
Spectrum Planning & Advisory Services
California
$5.72M +$168K +1,619 +3%
MFS
224
Madrona Financial Services
Washington
$5.7M +$139K +1,342 +3%
BJL
225
Brighton Jones LLC
Washington
$5.68M -$117K -1,128 -2%

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.