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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
SWA
351
Strata Wealth Advisors
Texas
$2.11M -$246K -2,404 -10%
VPP
352
Vertex Planning Partners
Illinois
$2.11M +$803K +7,856 +62%
CRI
353
Commonwealth Retirement Investments
Virginia
$2.08M +$805K +7,876 +63%
SWM
354
Spire Wealth Management
Virginia
$2.05M -$2.55M -24,925 -55%
TNBTD
355
Trustmark National Bank Trust Department
Mississippi
$2.05M +$204K +1,993 +11%
ICP
356
Interchange Capital Partners
Pennsylvania
$2.05M +$729K +7,127 +55%
WFS
357
WealthGarden F.S.
California
$2.01M +$2.01M +19,643 New
CFD
358
Creative Financial Designs
Indiana
$2.01M -$13.9M -136,391 -87%
CIA
359
Concurrent Investment Advisors
Florida
$2M +$756K +7,399 +61%
MG
360
Mather Group
Illinois
$1.99M +$177K +1,728 +10%
CFS
361
Cannon Financial Strategists
Georgia
$1.99M
WA
362
Wambolt & Associates
Colorado
$1.97M -$66.3K -649 -3%
CFG
363
Clayton Financial Group
Missouri
$1.97M +$318K +3,115 +20%
BBWP
364
Beacon Bridge Wealth Partners
Pennsylvania
$1.95M -$362K -3,542 -16%
BFEC
365
Benjamin F. Edwards & Company
Missouri
$1.94M +$485K +4,744 +33%
Cerity Partners
366
Cerity Partners
New York
$1.92M -$44.9K -439 -2%
SOS
367
Silver Oak Securities
Tennessee
$1.91M +$5.52K +54 +0.3%
FW
368
FullCircle Wealth
Texas
$1.85M +$1.86M +18,217 New
TCWA
369
Turtle Creek Wealth Advisors
Texas
$1.84M +$511 +5 +0%
FT
370
Fiduciary Trust
Massachusetts
$1.84M -$17.9K -175 -1%
PAG
371
Paladin Advisory Group
Iowa
$1.81M -$55.2K -540 -3%
SFG
372
Sovereign Financial Group
Connecticut
$1.8M +$909K +8,894 +102%
TPWA
373
TRUE Private Wealth Advisors
Oregon
$1.79M +$537K +5,253 +43%
ATI
374
ARK & TLK Investments
Oklahoma
$1.78M -$12.6K -123 -0.7%
FMTC
375
Farmers & Merchants Trust Company
California
$1.76M

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.