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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
PI
576
Pachira Investments
California
$513K +$4.39K +43 +0.9%
GCM
577
Gables Capital Management
Florida
$512K
MA
578
MONECO Advisors
Connecticut
$511K -$417K -4,080 -45%
RT
579
Rockland Trust
Massachusetts
$511K -$17K -166 -3%
BFM
580
Boston Financial Management
Massachusetts
$510K
AWM
581
Able Wealth Management
New Jersey
$509K -$41.2K -403 -7%
MHR
582
Matthew Hamilton Rosenberg
$509K +$113K +1,110 +29%
SAM
583
Strategy Asset Managers
California
$507K +$319K +3,120 +142%
TA
584
TrueWealth Advisors
Alabama
$503K +$131K +1,283 +35%
GFS
585
GYL Financial Synergies
Connecticut
$501K +$204 +2 +0%
CFO
586
Colony Family Offices
North Carolina
$494K
WEG
587
World Equity Group
Illinois
$485K -$173K -1,689 -26%
RRCM
588
Rappaport Reiches Capital Management
Illinois
$478K -$2.76K -27 -0.6%
SPWG
589
Syntegra Private Wealth Group
Missouri
$473K +$111K +1,085 +31%
KFS
590
Kelly Financial Services
Massachusetts
$469K +$139K +1,362 +42%
AIM
591
Athena Investment Management
California
$464K +$10.2K +100 +2%
IAN
592
Integrated Advisors Network
Texas
$463K +$9.1K +89 +2%
LCM
593
Leisure Capital Management
California
$462K
SFSG
594
Sound Financial Strategies Group
Mississippi
$457K +$457K +4,469 New
SF
595
Summit Financial
New Jersey
$455K +$237K +2,317 +109%
PFS
596
Prospera Financial Services
Texas
$453K +$6.24K +61 +1%
WANY
597
Wealthspire Advisors (New York)
New York
$452K -$212K -2,073 -32%
MSWM
598
McGlone Suttner Wealth Management
Wisconsin
$452K +$139K +1,362 +41%
Koshinski Asset Management
599
Koshinski Asset Management
Illinois
$452K +$36.7K +359 +9%
MC
600
Montag & Caldwell
Georgia
$449K +$3.99K +39 +0.9%

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.