We are live on ! Find out more
EFG icon

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
DAS
426
Dynamic Advisor Solutions
Arizona
$1.19M +$862K +8,433 +261%
WFA
427
Wells Financial Advisors
Massachusetts
$1.19M +$1.19M +11,600 New
CPA
428
Cardiff Park Advisors
California
$1.17M +$183K +1,786 +18%
AFG
429
Allegheny Financial Group
Pennsylvania
$1.17M +$325K +3,176 +39%
MCM
430
Mendel Capital Management
Arkansas
$1.16M +$14.7K +144 +1%
PA
431
Pinnacle Associates
New York
$1.15M – – –
RJT
432
Raymond James Trust
Florida
$1.15M +$46.7K +457 +4%
Brown Advisory
433
Brown Advisory
Maryland
$1.14M -$295K -2,890 -21%
AWMNH
434
Arcadia Wealth Management (New Hampshire)
New Hampshire
$1.14M +$24.4K +239 +2%
AFG
435
Atomi Financial Group
New York
$1.13M -$78K -763 -6%
BCM
436
BTC Capital Management
Iowa
$1.13M – – –
EWM
437
Evercore Wealth Management
New York
$1.13M -$102K -1,000 -8%
PTC
438
Private Trust Company
Ohio
$1.12M +$133K +1,299 +14%
TPCW
439
TD Private Client Wealth
New York
$1.12M -$438K -4,282 -28%
IFWM
440
Institute for Wealth Management
Colorado
$1.11M -$16.3K -159 -1%
VCA
441
Verdence Capital Advisors
Maryland
$1.11M -$2.66K -26 -0.2%
PW
442
Peninsula Wealth
California
$1.09M +$1.05M +10,272 New
AWA
443
Arkadios Wealth Advisors
Georgia
$1.08M +$811K +7,931 +297%
WT
444
Washington Trust
Rhode Island
$1.08M – – –
BW
445
BIP Wealth
Georgia
$1.08M -$122K -1,197 -10%
MPWT
446
MassMutual Private Wealth & Trust
Connecticut
$1.08M +$613K +6,000 +133%
GWMIA
447
Global Wealth Management Investment Advisory
Florida
$1.07M +$39.4K +385 +4%
FA
448
Fiducient Advisors
Illinois
$1.07M +$1.07M +10,460 New
SWP
449
Stratos Wealth Partners
Ohio
$1.06M +$30.9K +302 +3%
ACM
450
Absolute Capital Management
Pennsylvania
$1.05M +$433K +4,233 +70%
16 17
18
19 20

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.