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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
CAPTRUST Financial Advisors
76
CAPTRUST Financial Advisors
North Carolina
$23.8M +$2.95M +28,902 +14%
Mercer Global Advisors
77
Mercer Global Advisors
Colorado
$23.7M -$1.71M -16,707 -7%
MPW
78
MA Private Wealth
California
$23.6M -$125K -1,222 -0.5%
CSWG
79
Cardinal Strategic Wealth Guidance
Kentucky
$22.5M +$2.33M +22,817 +12%
CCB
80
Country Club Bank
Missouri
$22.3M -$3.36M -32,907 -13%
RJFSA
81
Raymond James Financial Services Advisors
Florida
$22.2M +$766K +7,489 +4%
SHJ
82
Sharkey, Howes & Javer
Colorado
$21.6M +$6.97M +68,224 +48%
HFA
83
High Falls Advisors
New York
$21.4M +$7.51M +73,438 +54%
RFA
84
RTD Financial Advisors
Pennsylvania
$21M -$121K -1,186 -0.6%
SHIM
85
Stone House Investment Management
Pennsylvania
$20.8M +$8.22M +80,379 +65%
SW
86
SteelPeak Wealth
California
$20.7M +$8.89M +86,928 +75%
HGWM
87
Horst & Graben Wealth Management
Oregon
$20.6M +$7.34M +71,797 +55%
CW
88
CreativeOne Wealth
Kansas
$20.3M +$2.75M +26,884 +16%
RWP
89
RWA Wealth Partners
Massachusetts
$19.1M +$7.05K +69 +0%
Natixis Advisors
90
Natixis Advisors
Massachusetts
$18.7M -$3.29M -32,225 -15%
BCI
91
Brinker Capital Investments
Pennsylvania
$18.5M +$6.4M +62,590 +53%
OPS
92
Orion Portfolio Solutions
Nebraska
$18.5M +$6.4M +62,590 +53%
Pathstone Holdings
93
Pathstone Holdings
New Jersey
$18.5M +$15.2M +148,949 +465%
SB
94
Strategic Blueprint
Georgia
$18.4M +$5.42M +53,065 +42%
PFA
95
Pettinga Financial Advisors
Indiana
$18.2M +$7.71M +75,399 +73%
CB
96
Commerce Bank
Missouri
$17.2M -$385K -3,768 -2%
SWM
97
Shakespeare Wealth Management
Wisconsin
$17M -$3.26M -31,882 -16%
WWG
98
West Wealth Group
California
$16.8M +$4.8M +46,939 +40%
MFG
99
Merit Financial Group
Georgia
$16.4M +$5.44M +53,184 +50%
OWA
100
One Wealth Advisors
California
$16.3M +$5.28M +51,650 +47%

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.