We are live on ! Find out more
EFG icon

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
Jane Street
601
Jane Street
New York
$448K -$167M -1,633,737 -100%
JCM
602
Jacobi Capital Management
Pennsylvania
$444K +$443K +4,336 New
MCM
603
MAI Capital Management
Ohio
$443K +$3.68K +36 +0.8%
FA
604
Flagstar Advisors
New York
$443K +$143K +1,403 +48%
BWL
605
Bogart Wealth LLC
Virginia
$436K +$6.03K +59 +1%
CWM
606
Cornerstone Wealth Management
Missouri
$433K -$16.5K -161 -4%
PCIA
607
Prime Capital Investment Advisors
Kansas
$431K -$270K -2,638 -39%
IAIM
608
International Assets Investment Management
Florida
$429K -$44.6K -436 -9%
DA
609
Doliver Advisors
Texas
$426K -$3.07K -30 -0.7%
FLPIM
610
F.L. Putnam Investment Management
Massachusetts
$426K +$15K +147 +4%
HCMT
611
Highland Capital Management (Tennessee)
Tennessee
$422K -$15.1K -148 -3%
WFC
612
Western Financial Corp
California
$420K +$144K +1,413 +52%
MCA
613
MSH Capital Advisors
Arizona
$419K +$418K +4,093 New
FA
614
Fermata Advisors
California
$415K -$15.3K -150 -4%
CA
615
Continuum Advisory
Idaho
$411K +$122K +1,190 +42%
ACP
616
Aveo Capital Partners
Colorado
$410K +$148K +1,448 +57%
LNWWM
617
Laird Norton Wetherby Wealth Management
California
$407K +$38.1K +373 +10%
TP
618
Tranquility Partners
Tennessee
$404K
FCA
619
FinTrust Capital Advisors
South Carolina
$403K +$153K +1,494 +61%
IIA
620
Integral Investment Advisors
California
$397K -$75.1K -735 -16%
HNB
621
Hilltop National Bank
Wyoming
$396K
PFA
622
Pinnacle Family Advisors
Missouri
$394K -$75.2K -736 -16%
FP
623
Financial Perspectives
Minnesota
$394K -$511 -5 -0.1%
UB
624
UMB Bank
Missouri
$389K -$27.9K -273 -7%
HTC
625
Haverford Trust Company
Pennsylvania
$388K +$77.4K +757 +25%

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.