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
SPI
376
Sutton Place Investors
New York
$1.74M +$653K +6,393 +60%
Rockefeller Capital Management
377
Rockefeller Capital Management
New York
$1.73M +$618K +6,050 +56%
PFWA
378
Paces Ferry Wealth Advisors
Georgia
$1.72M +$716 +7 +0%
ANTB
379
AMG National Trust Bank
Colorado
$1.71M +$479K +4,683 +39%
MOS
380
MGO One Seven
Ohio
$1.7M +$145K +1,418 +9%
FI
381
FWG Investments
Kentucky
$1.69M +$245K +2,396 +17%
OMC
382
Old Mission Capital
Illinois
$1.68M -$13.4M -130,628 -89%
PFGIA
383
Patriot Financial Group Insurance Agency
Massachusetts
$1.67M +$807K +7,898 +94%
LA
384
LVW Advisors
New York
$1.65M +$82.4K +806 +5%
CCMG
385
Clark Capital Management Group
Pennsylvania
$1.65M -$1.32M -12,925 -45%
BWA
386
BCU Wealth Advisors
Illinois
$1.6M +$691K +6,761 +76%
SPC
387
Sigma Planning Corp
Michigan
$1.59M +$62.6K +612 +4%
TWP
388
Total Wealth Planning
Ohio
$1.59M +$12.8K +125 +0.8%
SWM
389
Sagace Wealth Management
Florida
$1.59M +$1.57M +15,353 New
WWP
390
WR Wealth Planners
Missouri
$1.59M -$17.1K -167 -1%
SFC
391
Strategic Financial Concepts
Texas
$1.57M +$46.5M +454,841 +1,942%
PIM
392
Penobscot Investment Management
Massachusetts
$1.55M +$793K +7,755 +104%
VNA
393
Valley National Advisers
Pennsylvania
$1.52M +$193K +1,890 +15%
HKIMG
394
Hutchens & Kramer Investment Management Group
Indiana
$1.52M +$403K +3,938 +36%
WIA
395
World Investment Advisors
California
$1.52M +$1.52M +14,868 New
O3W
396
Omni 360 Wealth
New Jersey
$1.52M +$337K +3,297 +29%
MWA
397
Merkkuri Wealth Advisors
New York
$1.51M +$1.51M +14,741 New
SFA
398
Seneca Financial Advisors
New York
$1.5M +$9.51K +93 +0.6%
T
399
TCWP
Ohio
$1.49M +$123K +1,203 +9%
RCM
400
Raleigh Capital Management
North Carolina
$1.44M +$513K +5,020 +55%

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.