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iShares MSCI EAFE Growth ETF

871 hedge funds and large institutions have $13.8B invested in iShares MSCI EAFE Growth ETF in 2024 Q2 according to their latest regulatory filings, with 88 funds opening new positions, 449 increasing their positions, 219 reducing their positions, and 56 closing their positions.

New
Increased
Maintained
Reduced
Closed

105% more repeat investments, than reductions

Existing positions increased: 449 | Existing positions reduced: 219

57% more first-time investments, than exits

New positions opened: 88 | Existing positions closed: 56

27% more capital invested

Capital invested by funds: $10.9B → $13.8B (+$2.96B)

19% more funds holding in top 10

Funds holding in top 10: 6881 (+13)

5.64% more ownership

Funds ownership: 89.14%94.78% (+5.6%)

2% more funds holding

Funds holding: 851871 (+20)

Holders
871
Holders Change
+20
Holders Change %
+2.35%
% of All Funds
12.58%
Holding in Top 10
81
Holding in Top 10 Change
+13
Holding in Top 10 Change %
+19.12%
% of All Funds
1.17%
New
88
Increased
449
Reduced
219
Closed
56
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
GWP
226
Gen-Wealth Partners
Michigan
$5.12M +$1.39M +13,569 +37%
MIS
227
Morningstar Investment Services
Illinois
$5.1M +$2.52M +24,680 +99%
VA
228
Valmark Advisers
Ohio
$5.09M +$690K +6,755 +16%
CFS
229
Commonwealth Financial Services
West Virginia
$5.04M +$2.07M +20,203 +71%
W
230
Wealthquest
Ohio
$5.03M +$288K +2,814 +6%
FWP
231
Firethorn Wealth Partners
Georgia
$5.01M +$1.33M +13,045 +36%
MWM
232
MorganRosel Wealth Management
Colorado
$4.92M +$69K +675 +1%
ECG
233
Edge Capital Group
Georgia
$4.91M +$46.6K +456 +1%
WFPG
234
Waller Financial Planning Group
Ohio
$4.85M -$129K -1,263 -3%
TWM
235
Tradition Wealth Management
Minnesota
$4.82M +$1.91M +18,715 +66%
FFWA
236
Forthright Family Wealth Advisory
Texas
$4.81M +$348K +3,402 +8%
CFO
237
Callan Family Office
Pennsylvania
$4.8M -$32.7K -320 -0.7%
LWM
238
Liberty Wealth Management
California
$4.78M +$17.7M +173,455 +483%
JSW
239
Journey Strategic Wealth
New Jersey
$4.75M +$805K +7,872 +20%
BSW
240
Buckingham Strategic Wealth
Missouri
$4.73M -$21.5K -210 -0.5%
PWPS
241
Pinnacle Wealth Planning Services
Ohio
$4.72M +$145K +1,416 +3%
RWP
242
Revolve Wealth Partners
New Jersey
$4.65M -$101K -991 -2%
CCM
243
Condor Capital Management
New Jersey
$4.62M -$119K -1,165 -3%
AAS
244
Ameritas Advisory Services
Nebraska
$4.6M -$363K -3,551 -7%
GCA
245
Greenwood Capital Associates
South Carolina
$4.57M -$212K -2,074 -4%
DAS
246
Diversify Advisory Services
Utah
$4.52M +$1.33M +13,039 +43%
SFS
247
Security Financial Services
Indiana
$4.5M +$1.84M +18,005 +69%
RCAG
248
Rehmann Capital Advisory Group
Michigan
$4.43M -$483K -4,729 -10%
CFA
249
Cahill Financial Advisors
Minnesota
$4.4M -$6.91M -67,595 -61%
Legacy Financial Group (Iowa)
250
Legacy Financial Group (Iowa)
Iowa
$4.34M +$184K +1,796 +4%

EFG Hedge Fund Activity: Q2 2024 in Review

871 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in iShares MSCI EAFE Growth ETF (EFG) for Q2 2024, worth a combined $13.8B — up 27% from $10.9B a quarter earlier.

Buyers outnumbered sellers: 88 funds opened new EFG positions and 56 closed out — a net gain of 32 holders — while 449 added to existing stakes and 219 trimmed.

The largest buyer was Envestnet Asset Management, adding an estimated $991M. The largest seller was SageView Advisory Group, exiting entirely with an estimated $273M sold.

  • 871 institutional investors held iShares MSCI EAFE Growth ETF (EFG) as of Q2 2024, up from 851 in Q1 2024.
  • Funds reported $13.8B of iShares MSCI EAFE Growth ETF stock for Q2 2024, up 27% quarter-over-quarter.
  • 88 funds opened new iShares MSCI EAFE Growth ETF positions in Q2 2024 and 56 closed out, a net change of +32 holders.
  • The largest iShares MSCI EAFE Growth ETF buyer in Q2 2024 was Envestnet Asset Management, an estimated $991M added.
  • The largest iShares MSCI EAFE Growth ETF seller in Q2 2024 was SageView Advisory Group, an estimated $273M sold.

Based on aggregated 13F filings for Q2 2024.