We are live on ! Find out more
EFG icon

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
BFG
326
Berger Financial Group
Minnesota
$2.54M +$160K +1,561 +7%
FAT
327
First American Trust
California
$2.5M +$1.06M +10,416 +74%
CAM
328
Concorde Asset Management
Michigan
$2.48M +$730K +7,140 +42%
AG
329
Ascent Group
Virginia
$2.48M +$347K +3,395 +16%
CIC
330
Carnegie Investment Counsel
Ohio
$2.48M -$51.9K -508 -2%
RFP
331
RCS Financial Planning
Maryland
$2.46M +$511K +4,995 +26%
MSWMA
332
Market Street Wealth Management Advisors
Indiana
$2.45M -$163K -1,593 -6%
IFS
333
Ifrah Financial Services
Arkansas
$2.44M -$2.96K -29 -0.1%
PS
334
Principal Securities
Iowa
$2.44M +$684K +6,695 +39%
BIG
335
Bush Investment Group
Georgia
$2.42M +$937K +9,166 +63%
CWP
336
Cyndeo Wealth Partners
Florida
$2.4M +$1.23M +12,041 +105%
FCFC
337
First Commonwealth Financial Corp
Pennsylvania
$2.37M -$157K -1,535 -6%
FHA
338
Flagship Harbor Advisors
Massachusetts
$2.35M +$2.35M +23,002 New
NC
339
Napatree Capital
Rhode Island
$2.34M +$137K +1,341 +6%
VWM
340
Venturi Wealth Management
Texas
$2.34M +$806K +7,887 +53%
MWS
341
Maxwell Wealth Strategies
California
$2.34M +$111K +1,086 +5%
FFA
342
First Foundation Advisors
California
$2.26M +$1.01M +9,909 +81%
CC
343
Copperleaf Capital
North Carolina
$2.24M +$2.86K +28 +0.1%
MAS
344
Meeder Advisory Services
Ohio
$2.23M +$1.24M +12,113 +125%
MBTD
345
Mechanics Bank - Trust Department
California
$2.22M +$462K +4,524 +26%
P
346
&Partners
Tennessee
$2.19M +$1.77M +17,350 +426%
GVAG
347
Great Valley Advisor Group
Delaware
$2.14M +$101K +986 +5%
DADC
348
D.A. Davidson & Co
Montana
$2.12M -$104K -1,021 -5%
VWA
349
Visionary Wealth Advisors
Illinois
$2.12M +$132K +1,296 +7%
RIM
350
Redwood Investment Management
Arizona
$2.12M +$597K +5,841 +39%

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.