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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
KFGK
901
Keystone Financial Group (Kentucky)
Kentucky
-$322K -3,099 Closed
LLWM
902
Life Line Wealth Management
California
-$310K -2,984 Closed
SGCA
903
Steel Grove Capital Advisors
Tennessee
-$232K -2,240 Closed
FCH
904
Freestone Capital Holdings
Washington
-$225K -2,171 Closed
HP
905
Holistic Planning
Texas
-$217K -2,095 Closed
H
906
HoyleCohen
California
-$215K -2,069 Closed
MSA
907
Marino Stram & Associates
Massachusetts
-$214K -2,064 Closed
GIA
908
Goodwin Investment Advisory
Georgia
-$214K -2,060 Closed
VC
909
Veracity Capital
Georgia
-$211K -2,037 Closed
PCM
910
Pointe Capital Management
Michigan
-$210K -2,020 Closed
IGWM
911
ICA Group Wealth Management
Colorado
-$189K -1,818 Closed
First Manhattan
912
First Manhattan
New York
-$167K -1,609 Closed
HI
913
Hoey Investments
Pennsylvania
-$142K -1,370 Closed
IPW
914
Impact Partnership Wealth
Georgia
-$79.3K -764 Closed
Kayne Anderson Rudnick Investment Management
915
Kayne Anderson Rudnick Investment Management
California
-$64.2K -619 Closed
LF
916
LifeSteps Financial
California
-$26.6K -256 Closed
KIG
917
Kessler Investment Group
Indiana
-$25.9K -250 Closed
CBT
918
CoreFirst Bank & Trust
Kansas
-$9.24K -89 Closed
ETS
919
ESL Trust Services
New York
-$7.99K -77 Closed
SIC
920
SJS Investment Consulting
Ohio
-$7.58K -73 Closed
NCM
921
Northwest Capital Management
Oregon
-$6.54K -63 Closed
VL
922
Vima LLC
Michigan
-$5.25K -56 Closed
NC
923
NewSquare Capital
Pennsylvania
-$4.15K -40 Closed
HPC
924
HM Payson & Co
Maine
-$3.53K -34 Closed
CYG
925
Clean Yield Group
Vermont
-$2.91K -28 Closed

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.