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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
WS
551
Wedbush Securities
California
$590K +$123K +1,199 +26%
SG
552
StoneX Group
New York
$580K -$24.7K -242 -4%
GIA
553
Gladstone Institutional Advisory
Florida
$569K -$130K -1,268 -19%
MFG
554
MidWestOne Financial Group
Iowa
$569K
OLVIG
555
Oliver Lagore Vanvalin Investment Group
Michigan
$566K +$163K +1,593 +40%
9WM
556
9258 Wealth Management
Ohio
$564K +$1.43K +14 +0.3%
VWWMG
557
Vermillion & White Wealth Management Group
Pennsylvania
$564K +$6.64K +65 +1%
MBT
558
Montecito Bank & Trust
California
$564K +$2.66K +26 +0.5%
WTB
559
Washington Trust Bank
Washington
$564K -$121K -1,180 -18%
BHPW
560
Beverly Hills Private Wealth
California
$563K +$180K +1,760 +47%
GM
561
GeoWealth Management
Illinois
$557K +$203K +1,987 +57%
SSWM
562
Sheets Smith Wealth Management
North Carolina
$556K +$4.19K +41 +0.8%
AF
563
Allworth Financial
California
$555K -$169K -1,652 -23%
BHIA
564
Birch Hill Investment Advisors
Massachusetts
$550K
AF
565
Alerus Financial
North Dakota
$542K -$6.24K -61 -1%
ABC
566
Associated Banc-Corp
Wisconsin
$539K -$1.12K -11 -0.2%
TPI
567
Trust Point Inc
Wisconsin
$534K +$8.69K +85 +2%
MFG
568
Magnus Financial Group
New York
$531K +$174K +1,707 +49%
SWP
569
Semus Wealth Partners
Florida
$531K +$204K +1,998 +63%
S
570
Sachetta
Massachusetts
$529K +$8.79K +86 +2%
PIA
571
Perennial Investment Advisors
California
$528K +$188K +1,837 +55%
MWA
572
Midland Wealth Advisors
Illinois
$527K +$13.2K +129 +3%
FNBT
573
FineMark National Bank & Trust
Florida
$523K -$100K -982 -16%
DC
574
Davenport & Co
Virginia
$520K +$271K +2,647 +109%
TAM
575
Tocqueville Asset Management
New York
$516K -$56.2K -550 -10%

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.