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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
CCG
476
Cypress Capital Group
Florida
$892K – – –
HS
477
Horan Securities
United States
$888K +$43.4K +425 +5%
CFG
478
Cooper Financial Group
California
$881K +$53.2K +520 +6%
QWM
479
Quadcap Wealth Management
Texas
$880K -$6.95K -68 -0.8%
SSW
480
Stone Summit Wealth
Florida
$872K +$120K +1,170 +16%
CFO
481
Collective Family Office
Pennsylvania
$870K – – –
AC
482
Addison Capital
Pennsylvania
$865K +$333K +3,262 +63%
SFA
483
Sequoia Financial Advisors
Ohio
$864K -$818 -8 -0.1%
AFM
484
Armstrong Fleming & Moore
District of Columbia
$856K – – –
LGG
485
Luts & Greenleigh Group
Maryland
$853K +$852K +8,337 New
DCM
486
DGS Capital Management
New Jersey
$851K +$92.7K +907 +12%
LA
487
Lifeworks Advisors
Michigan
$848K +$182K +1,783 +27%
WAP
488
Wealthcare Advisory Partners
Pennsylvania
$835K +$69K +675 +9%
EK
489
Evensky & Katz
Florida
$835K -$2.35K -23 -0.3%
LAS
490
Lloyd Advisory Services
Georgia
$832K +$831K +8,129 New
MWP
491
MYCIO Wealth Partners
Pennsylvania
$829K +$7.16K +70 +0.9%
PFG
492
Peterson Financial Group
Iowa
$825K +$100K +982 +14%
FCFC
493
First Citizens Financial Corp
Iowa
$824K +$133K +1,299 +19%
PAM
494
Palisade Asset Management
Minnesota
$822K – – –
GP
495
Girard Partners
Pennsylvania
$819K -$37.1K -363 -4%
MIM
496
Macroview Investment Management
Maryland
$819K -$101K -985 -11%
PWA
497
Pillar Wealth Advisors
Pennsylvania
$813K -$438K -4,284 -35%
CPIG
498
Chicago Partners Investment Group
Illinois
$806K +$818 +8 +0.1%
IFG
499
Independent Financial Group
California
$805K +$3.27K +32 +0.4%
SFA
500
Semmax Financial Advisors
North Carolina
$805K +$389K +3,807 +93%
18 19
20
21 22

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.