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iShares MSCI EAFE Growth ETF
EFG

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: 68 → 81 (+13)

5.64% more ownership

Funds ownership: 89.14% → 94.78% (+5.6%)

2% more funds holding

Funds holding: 851 → 871 (+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
–

Top Buyers

Rank Fund Capital Flow
1
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$991M
2
AA
Axiom Advisory
California
+$500M
3
LPL Financial
LPL Financial
California
+$223M
4
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions
Illinois
+$145M
5
BlackRock
BlackRock
New York
+$141M

Top Sellers

Rank Fund Capital Flow
1
SAG
SageView Advisory Group
California
-$273M
2
Jane Street
Jane Street
New York
-$167M
3
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$24.8M
4
Citadel Advisors
Citadel Advisors
Florida
-$19.3M
5
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$18.5M
Name Holding Trade Value Shares
Change 		Change in
Stake
ACM
401
Advisors Capital Management
New Jersey
$1.44M -$32.6K -319 -2%
FCI
402
Financial Counselors Inc
Kansas
$1.42M -$8.79K -86 -0.6%
KWS
403
Keystone Wealth Services
California
$1.41M +$129K +1,266 +10%
KP
404
Keel Point
Alabama
$1.41M -$67.1K -656 -5%
IIC
405
Ironwood Investment Counsel
Arizona
$1.4M -$22.1K -216 -2%
D
406
Diversified
Delaware
$1.4M +$42.2K +413 +3%
PWM
407
Provident Wealth Management
Tennessee
$1.39M -$86.3K -844 -6%
HR
408
Hardy Reed
Mississippi
$1.38M – – –
CFG
409
Citizens Financial Group
Rhode Island
$1.33M +$965K +9,437 +264%
SCM
410
SOL Capital Management
Maryland
$1.33M +$26.6K +260 +2%
MWM
411
Modern Wealth Management
Kansas
$1.32M +$902K +8,822 +217%
LIA
412
LifePlan Investment Advisors
North Carolina
$1.3M +$374K +3,655 +40%
LFG
413
Larson Financial Group
Missouri
$1.28M +$1.43K +14 +0.1%
FFA
414
Fragasso Financial Advisors
Pennsylvania
$1.28M -$941K -9,201 -42%
SEM
415
Strategic Equity Management
Arizona
$1.26M +$777K +7,604 +160%
CF
416
Centaurus Financial
California
$1.25M -$12K -117 -0.9%
KWA
417
Kingswood Wealth Advisors
California
$1.25M +$417K +4,080 +50%
MIA
418
Milestone Investment Advisors
Wisconsin
$1.24M +$47.2K +462 +4%
AWM
419
Aspire Wealth Management
Massachusetts
$1.23M +$498K +4,869 +68%
CWA
420
Clearview Wealth Advisors
Oregon
$1.22M -$494K -4,836 -29%
VFA
421
Valeo Financial Advisors
Indiana
$1.22M +$3.37K +33 +0.3%
SCM
422
SCS Capital Management
Massachusetts
$1.21M +$121K +1,183 +11%
PCA
423
Prosperity Capital Advisors
Ohio
$1.21M +$543K +5,311 +82%
APC
424
Aspire Private Capital
North Carolina
$1.2M +$440K +4,307 +58%
CI
425
Conning Inc
Connecticut
$1.2M – – –
15 16
17
18 19

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.