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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
LWANC
651
Laurel Wealth Advisors (North Carolina)
North Carolina
$334K
FIM
652
Freedom Investment Management
Connecticut
$334K +$109K +1,069 +49%
FBB
653
Fulton Breakefield Broenniman
Maryland
$326K +$11.2K +110 +4%
FCA
654
FLC Capital Advisors
California
$322K
GWSA
655
Global Wealth Strategies & Associates
Colorado
$322K -$32.9K -322 -9%
WAM
656
Weinberger Asset Management
California
$320K -$42.6K -417 -12%
WWM
657
Western Wealth Management
Colorado
$320K -$28.8K -282 -8%
SI
658
Stephens Inc
Arkansas
$319K -$57K -558 -15%
GAA
659
Global Assets Advisory
Florida
$314K +$314K +3,071 New
HWMA
660
Heritage Wealth Management (Arizona)
Arizona
$310K -$25.8K -252 -8%
HFO
661
Heritage Family Offices
Arizona
$310K +$309K +3,026 New
TC
662
TAP Consulting
Missouri
$309K +$6.64K +65 +2%
RFWA
663
RPg Family Wealth Advisory
Massachusetts
$306K +$6.85K +67 +2%
JIP
664
Jaffetilchin Investment Partners
Florida
$296K +$2.15K +21 +0.7%
ESB
665
Essex Savings Bank
Connecticut
$296K -$37.6K -368 -11%
LIG
666
Lokken Investment Group
Delaware
$295K +$4.19K +41 +1%
GF
667
GGM Financials
Ohio
$293K +$293K +2,862 New
TFF
668
The Family Firm
Maryland
$290K +$2.45K +24 +0.9%
BOSSRA
669
B.O.S.S. Retirement Advisors
Utah
$289K +$289K +2,824 New
AFP
670
Ausdal Financial Partners
Iowa
$288K +$44.1K +431 +18%
ATC
671
Argent Trust Co
Tennessee
$287K
SJGA
672
Stephen J. Garry & Associates
New York
$285K
WPC
673
Wedmont Private Capital
Pennsylvania
$282K +$271K +2,654 New
MWP
674
Madison Wealth Partners
Wisconsin
$281K -$2.86K -28 -1%
LWA
675
Lantern Wealth Advisors
New York
$281K +$36K +352 +15%

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.