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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
GFA
701
Gallagher Fiduciary Advisors
Illinois
$249K +$34K +333 +16%
WCF
702
West Coast Financial
California
$248K +$38.3K +375 +18%
PWA
703
Prairie Wealth Advisors
Nebraska
$247K -$559K -5,465 -69%
KA
704
Kovack Advisors
Florida
$243K +$243K +2,373 New
WB
705
WesBanco Bank
West Virginia
$243K -$17.9K -175 -7%
SRC
706
Shufro Rose & Co
New York
$241K +$241K +2,356 New
WPW
707
Waldron Private Wealth
Pennsylvania
$241K
MIC
708
Means Investment Company
Maine
$238K -$13.7K -134 -5%
RFA
709
Rollins Financial Advisors
New York
$237K -$61.4K -601 -21%
AWM
710
Avaii Wealth Management
Wisconsin
$235K -$9.81K -96 -4%
PGFC
711
Peapack-Gladstone Financial Corp
New Jersey
$234K +$234K +2,288 New
CFS
712
CRA Financial Services
New Jersey
$232K
CAAS
713
Capital Asset Advisory Services
Michigan
$231K -$98.5K -964 -30%
Qube Research & Technologies (QRT)
714
Qube Research & Technologies (QRT)
United Kingdom
$231K -$4.52M -44,239 -95%
RMC
715
Regis Management Company
California
$230K -$22K -215 -9%
TMWM
716
Taylor & Morgan Wealth Management
Michigan
$229K +$1.94K +19 +0.9%
ES
717
Eagle Strategies
New York
$228K -$2.66M -26,054 -92%
HIP
718
HUB Investment Partners
Texas
$227K +$102 +1 +0%
SHF
719
Stage Harbor Financial
Massachusetts
$227K
GFPC
720
Global Financial Private Client
Florida
$227K +$82.2K +804 +57%
FFC
721
First Financial Corp
Indiana
$224K -$1.02K -10 -0.5%
WLIM
722
White Lighthouse Investment Management
Massachusetts
$222K -$67.7K -662 -23%
LSA
723
Lion Street Advisors
Texas
$222K +$221K +2,165 New
DIM
724
Delta Investment Management
California
$221K -$204 -2 -0.1%
PWA
725
Provenance Wealth Advisors
Florida
$219K

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.