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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
RL
801
Rogco LP
Oklahoma
$35.5K -$17.9K -175 -34%
CA
802
Clearstead Advisors
Ohio
$34K
IFAM
803
Institutional & Family Asset Management
Colorado
$33K +$102 +1 +0.3%
PFM
804
Phillips Financial Management
Indiana
$32.7K +$12.2K +119 +59%
AIM
805
Anchor Investment Management
South Carolina
$30.8K
PPC
806
Park Place Capital
Alabama
$30.4K -$14.3K -140 -32%
BWP
807
Baldwin Wealth Partners
Massachusetts
$29.7K
RWM
808
Ruedi Wealth Management
Illinois
$29.3K
WIA
809
Wetzel Investment Advisors
Indiana
$27K
AAP
810
Arax Advisory Partners
Colorado
$26.5K +$15.1K +148 +133%
RTC
811
Riverview Trust Company
Washington
$25.4K
TF
812
Tompkins Financial
New York
$22.4K +$22.4K +219 New
GWANC
813
Guardian Wealth Advisors (North Carolina)
North Carolina
$21.5K
TWP
814
Triad Wealth Partners
Kansas
$20.2K +$20.1K +197 New
POIA
815
Pin Oak Investment Advisors
Texas
$20K
PCMC
816
Private Capital Management (Colorado)
Colorado
$18.4K -$511 -5 -3%
S
817
SignatureFD
Georgia
$17.4K
ADL
818
Asset Dedication LLC
California
$17K
W
819
WealthCollab
Washington
$17K +$204 +2 +1%
EWM
820
EPG Wealth Management
Georgia
$16.6K -$16.6K -162 Closed
WOSD
821
WFA of San Diego
California
$16.1K +$16K +157 New
HT
822
Headlands Technologies
Illinois
$15.6K +$15.5K +152 New
GWSG
823
GPS Wealth Strategies Group
Colorado
$14.2K +$8.07K +79 +132%
AWA
824
Alaska Wealth Advisors
Alaska
$14.2K -$613 -6 -4%
DF
825
Dunhill Financial
United Kingdom
$12.9K +$12.9K +126 New

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.