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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
FPAS
626
Focus Partners Advisor Solutions
Missouri
$387K -$4.19K -41 -1%
UFAC
627
Urban Financial Advisory Corp
Illinois
$385K +$11.7K +114 +3%
GKWIM
628
Gerber Kawasaki Wealth & Investment Management
California
$384K +$78K +763 +25%
HPC
629
Hobart Private Capital
North Carolina
$383K -$94K -920 -20%
MSFS
630
Main Street Financial Solutions
Pennsylvania
$378K -$10.2K -100 -3%
LNB
631
Ledyard National Bank
$377K -$7.36K -72 -2%
FWA
632
FSC Wealth Advisors
New York
$373K +$210K +2,053 +129%
TCM
633
TD Capital Management
Tennessee
$371K +$2.04K +20 +0.6%
NRC
634
New Republic Capital
North Carolina
$370K +$134K +1,315 +57%
DSA
635
Droms Strauss Advisors
Missouri
$370K -$3.68K -36 -1%
ACA
636
Aspire Capital Advisors
Washington
$367K -$2.25K -22 -0.6%
QCM
637
QRG Capital Management
Illinois
$366K +$72K +704 +25%
MFC
638
Morris Financial Concepts
South Carolina
$364K +$351K +3,430 +2,744%
FMII
639
Farmers & Merchants Investments Inc
Nebraska
$360K -$7.36K -72 -2%
FCP
640
Fidelis Capital Partners
Florida
$360K +$377K +3,687 New
FTS
641
Fifth Third Securities
Ohio
$359K -$13.5K -132 -4%
NFC
642
Northeast Financial Consultants
Connecticut
$354K
EAM
643
Evanson Asset Management
California
$351K
CA
644
CGN Advisors
Kansas
$347K +$35.7K +349 +11%
AWM
645
Aprio Wealth Management
Georgia
$339K +$339K +3,318 New
WI
646
WrapManager Inc
California
$339K -$58.9K -576 -15%
CFSG
647
Community Financial Services Group
Vermont
$339K
BA
648
Bristlecone Advisors
Washington
$336K
CPG
649
Cornerstone Planning Group
New Jersey
$336K -$79.5K -778 -18%
CWM
650
Connecticut Wealth Management
Connecticut
$336K -$76.4K -747 -19%

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.