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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
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$2.72B +$991M +9,697,657 +57%
Jones Financial Companies
2
Jones Financial Companies
Missouri
$765M -$13.7M -133,701 -2%
LPL Financial
3
LPL Financial
California
$675M +$223M +2,184,037 +49%
JP Morgan Chase
4
JP Morgan Chase
New York
$630M +$134M +1,311,286 +27%
AA
5
Axiom Advisory
California
$508M +$500M +4,889,935 +6,314%
Morgan Stanley
6
Morgan Stanley
New York
$479M +$93.9M +918,525 +24%
Bank of America
7
Bank of America
North Carolina
$451M +$71.3M +697,300 +19%
Envestnet Portfolio Solutions
8
Envestnet Portfolio Solutions
Illinois
$383M +$145M +1,416,067 +61%
BlackRock
9
BlackRock
New York
$340M +$141M +1,375,460 +71%
Carson Wealth (CWM LLC)
10
Carson Wealth (CWM LLC)
Nebraska
$283M +$99.5M +973,742 +54%
PAS
11
Park Avenue Securities
New York
$272M +$98.7M +965,407 +57%
MML Investors Services
12
MML Investors Services
Massachusetts
$183M +$56.1M +548,745 +44%
US Bancorp
13
US Bancorp
Minnesota
$181M +$13M +127,128 +8%
Cetera Investment Advisers
14
Cetera Investment Advisers
Illinois
$158M +$50M +489,230 +46%
Janney Montgomery Scott
15
Janney Montgomery Scott
Pennsylvania
$153M +$56.5M +552,925 +59%
OIA
16
OneDigital Investment Advisors
Kansas
$139M +$71.5M +699,090 +106%
Ameriprise
17
Ameriprise
Minnesota
$138M +$30.9M +302,720 +29%
Wells Fargo
18
Wells Fargo
California
$136M -$2.58M -25,209 -2%
Bank of New York Mellon
19
Bank of New York Mellon
New York
$128M +$40.6M +397,235 +47%
PNC Financial Services Group
20
PNC Financial Services Group
Pennsylvania
$127M -$6.36M -62,210 -5%
FWI
21
Facet Wealth Inc
Maryland
$126M +$14.7M +143,661 +13%
Fidelity Investments
22
Fidelity Investments
Massachusetts
$111M -$1.6M -15,641 -1%
UBS Group
23
UBS Group
Switzerland
$103M +$4.69M +45,922 +5%
JC
24
JB Capital
Connecticut
$84.2M +$35.1M +343,387 +72%
Commonwealth Equity Services
25
Commonwealth Equity Services
Massachusetts
$83.4M +$22.4M +219,023 +37%

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.