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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
BW
276
Bison Wealth
Georgia
$3.51M
QWP
277
Quotient Wealth Partners
Texas
$3.51M -$640K -6,262 -15%
EFG
278
Embree Financial Group
Illinois
$3.48M +$281K +2,748 +9%
AC
279
Avestar Capital
New York
$3.47M -$178K -1,740 -5%
EFG
280
Ehrlich Financial Group
California
$3.46M +$1.11M +10,832 +47%
PAMG
281
Patton Albertson Miller Group
Tennessee
$3.42M -$224K -2,187 -6%
USCWA
282
U.S. Capital Wealth Advisors
Texas
$3.41M +$1.76M +17,195 +107%
VCP
283
Verus Capital Partners
Arizona
$3.38M +$895K +8,753 +36%
SAI
284
Savvy Advisors Inc
New York
$3.38M +$1.39M +13,573 +70%
AF
285
Affiance Financial
Minnesota
$3.33M -$163K -1,593 -5%
CA
286
Claro Advisors
Massachusetts
$3.31M +$2.1M +20,555 +174%
HNB
287
Huntington National Bank
Ohio
$3.31M
AWE
288
Avidian Wealth Enterprises
Texas
$3.3M +$771K +7,541 +30%
LSA
289
Lansing Street Advisors
Pennsylvania
$3.28M -$46.1K -451 -1%
BCG
290
Breakwater Capital Group
New Jersey
$3.27M +$83.5K +817 +3%
GRP
291
Global Retirement Partners
California
$3.25M +$958K +9,372 +42%
CSPAM
292
Cary Street Partners Asset Management
Virginia
$3.2M -$3.01M -29,468 -49%
AFTS
293
American Financial & Tax Strategies
New York
$3.2M
QPWM
294
Quadrant Private Wealth Management
Pennsylvania
$3.17M +$1.66M +16,259 +111%
DWMS
295
Dominguez Wealth Management Solutions
Virginia
$3.15M +$233K +2,276 +8%
GWM
296
Geneos Wealth Management
Colorado
$3.12M +$95.3K +932 +3%
DI
297
Disciplined Investments
Oklahoma
$3.1M +$60.3K +590 +2%
FAIM
298
Financial Advocates Investment Management
Washington
$3.1M +$1.19M +11,666 +220%
AWA
299
Arete Wealth Advisors
Illinois
$3.07M +$993K +9,717 +48%
MWM
300
Maripau Wealth Management
Indiana
$3.07M +$763K +7,468 +33%

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.