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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
CPCP
176
Cedar Point Capital Partners
Iowa
$7.32M +$21.8K +213 +0.3%
FAM
177
Forte Asset Management
New York
$7.27M +$1.89M +18,535 +35%
Creative Planning
178
Creative Planning
Kansas
$7.26M +$55.4K +542 +0.8%
EL
179
EQ LLC
Washington
$7.21M +$399K +3,901 +6%
BFPW
180
BOK Financial Private Wealth
Colorado
$7.21M -$638K -6,238 -8%
Northern Trust
181
Northern Trust
Illinois
$7.19M +$96.5K +944 +1%
Nisa Investment Advisors
182
Nisa Investment Advisors
Missouri
$7.15M +$7.15M +69,900 New
CL
183
Choreo LLC
Illinois
$7.08M +$11K +108 +0.2%
1WM
184
1900 Wealth Management
Texas
$7.05M -$2.13M -20,837 -23%
KFG
185
Kingdom Financial Group
Arizona
$6.99M +$1.21M +11,811 +21%
EH
186
Equitable Holdings
New York
$6.99M +$481K +4,704 +7%
CWM
187
Certus Wealth Management
California
$6.97M +$1.3M +12,733 +23%
VHAM
188
Van Hulzen Asset Management
California
$6.92M -$27K -264 -0.4%
TWM
189
Tanglewood Wealth Management
Texas
$6.88M -$1.91M -18,668 -22%
TC
190
TownSquare Capital
Utah
$6.87M +$1.54M +15,082 +29%
KFP
191
KMG Fiduciary Partners
Ohio
$6.75M -$670K -6,551 -9%
Comerica Bank
192
Comerica Bank
Texas
$6.66M +$672K +6,574 +11%
MYIA
193
Mount Yale Investment Advisors
Colorado
$6.65M +$1.62M +15,802 +32%
SWM
194
SigFig Wealth Management
California
$6.62M +$2.57M +25,175 +64%
PAG
195
Private Advisor Group
New Jersey
$6.56M +$968K +9,467 +17%
MAM
196
MMA Asset Management
Pennsylvania
$6.35M +$159K +1,553 +3%
IA
197
IFP Advisors
Florida
$6.28M +$1.22M +11,934 +24%
NHC
198
Nicholas Hoffman & Company
Georgia
$6.19M +$32.8K +321 +0.5%
OWMIAS
199
One Wealth Management Investment & Advisory Services
Florida
$6.16M +$1.52M +14,850 +33%
SWA
200
Stratos Wealth Advisors
Ohio
$6.13M +$1.68M +16,439 +38%

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.