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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
Kovitz Investment Group Partners
501
Kovitz Investment Group Partners
Illinois
$804K -$3.58K -35 -0.4%
AWM
502
Alterna Wealth Management
Texas
$802K +$285K +2,788 +55%
SF
503
Synovus Financial
Georgia
$793K -$97.5K -954 -11%
LI
504
LMCG Investments
Massachusetts
$789K +$101K +987 +15%
RFA
505
Resurgent Financial Advisors
Georgia
$787K +$261K +2,549 +50%
WG
506
Watchman Group
Texas
$781K +$4.19K +41 +0.5%
MWM
507
Mission Wealth Management
California
$781K -$102K -995 -12%
BFG
508
Beacon Financial Group
Texas
$770K +$76.8K +751 +11%
OFG
509
Oxford Financial Group
Indiana
$760K
ATPW
510
Ashton Thomas Private Wealth
Arizona
$758K +$91.6K +896 +14%
CWA
511
Cornerstone Wealth Advisors
Minnesota
$750K +$14.8K +145 +2%
MCC
512
Maiden Cove Capital
Maine
$742K +$734K +7,180 New
NFW
513
Noble Family Wealth
Florida
$732K
MI
514
Moneywise Inc
Virginia
$725K +$380K +3,719 +110%
BMCM
515
Bryn Mawr Capital Management
Pennsylvania
$716K +$511 +5 +0.1%
SDWMA
516
Schneider Downs Wealth Management Advisors
Pennsylvania
$714K
SFG
517
Sage Financial Group
Pennsylvania
$714K -$6.13K -60 -0.9%
RFN
518
RDA Financial Network
Iowa
$711K +$711K +6,953 New
WFAG
519
Wescott Financial Advisory Group
Pennsylvania
$710K +$168K +1,641 +31%
LA
520
Latitude Advisors
Florida
$709K +$79.8K +781 +13%
MIA
521
MainStreet Investment Advisors
Illinois
$705K -$37.3K -365 -5%
CWA
522
Canvas Wealth Advisors
Kansas
$704K +$154K +1,509 +28%
VFPW
523
Vantage Financial Partners (Wisconsin)
Wisconsin
$694K -$132K -1,288 -16%
PA
524
Parallel Advisors
California
$693K -$160K -1,561 -19%
JIR
525
James Investment Research
Ohio
$690K +$19.2K +188 +3%

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.