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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
AWS
51
Atria Wealth Solutions
New York
$38.8M +$12.2M +119,028 +46%
KIM
52
Kestra Investment Management
Texas
$38.6M +$38.6M +377,751 New
RJA
53
Raymond James & Associates
Florida
$36.7M +$1.39M +13,617 +4%
AI
54
Atria Investments
North Carolina
$35.6M +$13.4M +131,413 +61%
HB
55
HTLF Bank
Colorado
$35.4M +$199K +1,943 +0.6%
AWMS
56
Advocacy Wealth Management Services
Georgia
$35.1M +$22.4M +219,384 +178%
TIAA Trust, National Association
57
TIAA Trust, National Association
North Carolina
$34.2M +$6.07M +59,340 +22%
CSPIA
58
Cary Street Partners Investment Advisory
Virginia
$31.8M -$1.28M -12,477 -4%
PLFA
59
Pacific Life Fund Advisors
California
$30.9M +$30.8M +301,715 New
BF
60
BOK Financial
Oklahoma
$30.5M +$98.2K +961 +0.3%
Cambridge Investment Research Advisors
61
Cambridge Investment Research Advisors
Iowa
$30.4M +$8.78M +85,916 +41%
IWA
62
Icon Wealth Advisors
Texas
$29.4M +$6.99M +68,429 +32%
Corient Private Wealth
63
Corient Private Wealth
Florida
$29M -$1.24M -12,099 -4%
OWA
64
Octavia Wealth Advisors
Ohio
$28.7M +$1.09M +10,671 +4%
MCWS
65
McKinley Carter Wealth Services
West Virginia
$28.5M +$484K +4,739 +2%
Prudential Financial
66
Prudential Financial
New Jersey
$27.8M +$7.56M +73,982 +37%
CCWM
67
Cassaday & Co Wealth Management
Virginia
$27.7M -$489K -4,780 -2%
Bank of Montreal
68
Bank of Montreal
Ontario, Canada
$26M +$5.32M +52,037 +26%
Royal Bank of Canada
69
Royal Bank of Canada
Ontario, Canada
$25.7M -$24.8M -242,522 -49%
NB
70
NBT Bank
New York
$25.5M -$166K -1,620 -0.6%
MC
71
McMorgan & Co
California
$25.3M -$4.5M -44,050 -15%
BRWA
72
B. Riley Wealth Advisors
Florida
$25M -$5.26M -51,439 -17%
I
73
INVST
Indiana
$24.8M +$12.1M +118,386 +95%
CP
74
Covenant Partners
Tennessee
$24.5M -$1.86M -18,186 -7%
HighTower Advisors
75
HighTower Advisors
Illinois
$24.1M +$1.44M +14,073 +6%

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.