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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
D
451
Dentgroup
Louisiana
$1.04M +$432K +4,226 +71%
GIA
452
GHP Investment Advisors
Colorado
$1.04M -$91.9K -899 -8%
KeyBank National Association
453
KeyBank National Association
Ohio
$1.04M +$475K +4,642 +85%
BFA
454
Beacon Financial Advisory
Ohio
$1.03M +$390K +3,816 +61%
HIM
455
Hanlon Investment Management
New Jersey
$1.02M +$423K +4,140 +71%
PCA
456
Pallas Capital Advisors
Massachusetts
$1.02M -$11.2K -110 -1%
1IA
457
1834 Investment Advisors
Wisconsin
$1.01M
CP
458
Canopy Partners
Ohio
$1.01M +$4.6K +45 +0.5%
CCG
459
Catalina Capital Group
California
$1.01M +$241K +2,360 +32%
EWA
460
EverSource Wealth Advisors
Alabama
$1.01M +$434K +4,245 +77%
CW
461
Cook Wealth
North Carolina
$1M -$69.1K -676 -6%
APP
462
Avantax Planning Partners
Iowa
$999K -$14.2K -139 -1%
TWP
463
Tempus Wealth Planning
California
$993K -$74.7K -731 -7%
OC
464
Oppenheimer & Co
New York
$993K +$33.1K +324 +3%
EWA
465
Emergent Wealth Advisors
New York
$989K +$87.9K +860 +10%
ASBI
466
American State Bank (Iowa)
Iowa
$989K +$75.2K +736 +8%
IC
467
IEQ Capital
California
$951K +$125K +1,227 +15%
CCM
468
Coldstream Capital Management
Washington
$941K +$354K +3,466 +60%
TWCA
469
Two West Capital Advisors
Kansas
$935K +$935K +9,143 New
KWM
470
Kingsview Wealth Management
Oregon
$926K +$59.1K +578 +7%
CIBC World Market
471
CIBC World Market
Ontario, Canada
$924K +$191K +1,871 +26%
PSP
472
Principal Street Partners
Tennessee
$907K +$7.87K +77 +0.9%
JJBC
473
James J. Burns & Company
New York
$900K +$467K +4,564 +108%
OAS
474
Optivise Advisory Services
Tennessee
$897K +$896K +8,770 New
RDFA
475
Ritter Daniher Financial Advisory
Ohio
$892K -$1.33K -13 -0.1%

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.