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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
LA
526
LexAurum Advisors
Kansas
$683K +$213K +2,079 +45%
OSAM
527
O'Shaughnessy Asset Management
Connecticut
$661K +$193K +1,884 +41%
HWM
528
HRC Wealth Management
Idaho
$661K +$4.5K +44 +0.7%
WHCI
529
W.H. Cornerstone Investments
Massachusetts
$660K -$319K -3,119 -33%
BIM
530
Bridges Investment Management
Nebraska
$659K +$658K +6,440 New
AA
531
Advisory Alpha
Michigan
$659K -$28.1K -275 -4%
BAM
532
Belpointe Asset Management
Nevada
$647K +$646K +6,324 New
MHB
533
Midwest Heritage Bank
Iowa
$641K -$121K -1,182 -16%
Citadel Advisors
534
Citadel Advisors
Florida
$639K -$19.3M -188,516 -97%
DT
535
Diversified Trust
Tennessee
$633K +$84.2K +824 +15%
Wealthfront Advisers
536
Wealthfront Advisers
California
$629K +$5.42K +53 +0.9%
RFG
537
REAP Financial Group
Texas
$626K -$657K -6,427 -51%
JSL
538
JT Stratford LLC
Georgia
$625K +$245K +2,392 +64%
PCS
539
Personal CFO Solutions
New Jersey
$622K +$381K +3,726 +158%
CIA
540
Choate Investment Advisors
Massachusetts
$616K
Fisher Asset Management
541
Fisher Asset Management
Washington
$615K +$282K +2,759 +85%
LFA
542
LGT Financial Advisors
Texas
$613K +$294K +2,881 +93%
SWA
543
Sax Wealth Advisors
New Jersey
$608K +$607K +5,939 New
IBOK
544
Independence Bank of Kentucky
Kentucky
$604K -$70.3K -688 -10%
HCA
545
Harbour Capital Advisors
Virginia
$603K
Betterment LLC
546
Betterment LLC
New York
$603K -$449K -4,394 -43%
FEM
547
Fulcrum Equity Management
Texas
$600K +$600K +5,867 New
NW
548
NewEdge Wealth
Pennsylvania
$597K +$4.6K +45 +0.8%
SIS
549
Sound Income Strategies
Florida
$596K +$30.4K +297 +5%
AWM
550
Axxcess Wealth Management
California
$591K -$79.2K -775 -12%

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.