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
M&T Bank
26
M&T Bank
New York
$81.2M -$4.35M -42,585 -5%
UCFA
27
United Capital Financial Advisors
Texas
$79.6M +$28.8M +281,401 +57%
Focus Partners Wealth
28
Focus Partners Wealth
Massachusetts
$77.3M +$44.8M +437,980 +138%
AWM
29
AE Wealth Management
Kansas
$76.4M +$22.5M +219,945 +42%
Thrivent Financial for Lutherans
30
Thrivent Financial for Lutherans
Minnesota
$70.8M +$14.5M +141,955 +26%
FIA
31
Foundations Investment Advisors
Arizona
$70.2M +$26.7M +261,098 +61%
NA
32
NewEdge Advisors
Louisiana
$67.3M +$31.5M +308,040 +88%
SA
33
Sanctuary Advisors
Indiana
$66.3M +$67.8M +663,233 New
Stifel Financial
34
Stifel Financial
Missouri
$57.1M +$17.9M +174,985 +46%
Northwestern Mutual Wealth Management
35
Northwestern Mutual Wealth Management
Wisconsin
$56.9M +$149K +1,454 +0.3%
BPA
36
Beacon Pointe Advisors
California
$53.3M +$187K +1,828 +0.4%
APW
37
Austin Private Wealth
Texas
$49.1M +$16.1M +157,264 +49%
KAS
38
Kestra Advisory Services
Texas
$45.8M +$12M +117,263 +34%
Truist Financial
39
Truist Financial
North Carolina
$45.5M +$11M +107,580 +32%
Osaic Holdings
40
Osaic Holdings
Arizona
$44.2M +$8.7M +85,120 +25%
BAAM
41
Baker Avenue Asset Management
California
$43.9M +$1.57M +15,375 +4%
QC
42
Quent Capital
New York
$43.7M +$1.92M +18,803 +5%
CIAS
43
CFS Investment Advisory Services
New Jersey
$43.6M +$43.6M +426,248 New
Goldman Sachs
44
Goldman Sachs
New York
$42.9M -$968K -9,465 -2%
FSWA
45
Financial Synergies Wealth Advisors
Texas
$42.8M +$903K +8,830 +2%
EWA
46
EP Wealth Advisors
California
$42.1M +$40.2M +393,130 +2,164%
IWC
47
Integrated Wealth Concepts
Massachusetts
$41.6M +$16.6M +162,403 +67%
Mariner
48
Mariner
Kansas
$40M +$3.33M +32,585 +9%
FWP
49
FAS Wealth Partners
Kansas
$39.6M +$1.08M +10,558 +3%
AAS
50
Avantax Advisory Services
Texas
$39.4M +$7.05M +68,974 +22%
1
2
3 4 5

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.