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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
JRP
201
Jasper Ridge Partners
California
$6.08M
MLA
202
My Legacy Advisors
Oregon
$6.02M +$2.18M +21,358 +57%
LL
203
LWMG LLC
Minnesota
$5.94M +$675K +6,602 +13%
CTC
204
Central Trust Company
Missouri
$5.92M -$772K -7,556 -12%
TVM
205
True Vision MN
Minnesota
$5.91M +$2.1M +20,535 +55%
ATS
206
Ashton Thomas Securities
New York
$5.88M +$5.8M +56,778 New
MFA
207
Mayflower Financial Advisors
Massachusetts
$5.86M +$2.18M +21,371 +60%
GT
208
Glenmede Trust
Pennsylvania
$5.84M +$86.2K +843 +2%
OPPS
209
Obsidian Personal Planning Solutions
Maryland
$5.79M +$408K +3,996 +8%
KCM
210
Kathmere Capital Management
Pennsylvania
$5.73M -$110K -1,073 -2%
HPM
211
Hoxton Planning & Management
West Virginia
$5.56M +$1.34M +13,145 +32%
BJL
212
Brighton Jones LLC
Washington
$5.51M +$39.5K +386 +0.7%
AssetMark Inc
213
AssetMark Inc
California
$5.43M +$3.28M +32,116 +153%
C1AG
214
Client 1st Advisory Group
Florida
$5.39M -$237K -2,314 -4%
LA
215
Lane & Associates
New Jersey
$5.35M +$566K +5,534 +12%
CC
216
Courier Capital
New York
$5.28M +$815K +7,969 +18%
MFS
217
Madrona Financial Services
Washington
$5.28M +$355K +3,477 +7%
SPAS
218
Spectrum Planning & Advisory Services
California
$5.28M +$5.26M +51,478 New
SVWG
219
Shared Vision Wealth Group
United States
$5.26M +$1.47M +14,352 +39%
CDH
220
Charles D. Hyman
$5.25M -$10.7K -105 -0.2%
ACA
221
Aptus Capital Advisors
Alabama
$5.22M -$2.18M -21,374 -30%
RSWM
222
Robertson Stephens Wealth Management
California
$5.21M +$697K +6,818 +15%
SYBT
223
Stock Yards Bank & Trust
Kentucky
$5.2M +$330K +3,224 +7%
FTUS
224
Flow Traders U.S.
New York
$5.15M +$62.1K +608 +1%
AWM
225
Apollon Wealth Management
South Carolina
$5.12M +$3.07M +30,006 +149%

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.