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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
TC
676
Trilogy Capital
California
$280K +$280K +2,741 New
EAM
677
Empirical Asset Management
Massachusetts
$278K +$277K +2,713 New
M1FG
678
Mach-1 Financial Group
Arkansas
$277K +$277K +2,708 New
BTWM
679
Baker Tilly Wealth Management
Wisconsin
$273K -$456K -4,457 -63%
FWM
680
Fonville Wealth Management
Virginia
$271K -$3.07K -30 -1%
APWA
681
Atlas Private Wealth Advisors
New Jersey
$270K +$270K +2,641 New
CA
682
Cortland Associates
Missouri
$267K – – –
RCA
683
Resonant Capital Advisors
Wisconsin
$266K -$174K -1,701 -40%
LWAM
684
Legacy Wealth Asset Management
Minnesota
$265K – – –
GA
685
Goldstein Advisors
Wisconsin
$263K – – –
CAS
686
Coppell Advisory Solutions
Texas
$262K +$262K +2,561 New
OGF
687
Orin Green Financial
California
$262K +$262K +2,560 New
OC
688
Oakworth Capital
Alabama
$260K – – –
LJAC
689
L.J. Altfest & Co
New York
$260K +$259K +2,538 New
FPGK
690
Financial Partners Group (Kansas)
Kansas
$259K -$43.4K -425 -14%
CGL
691
Clarius Group LLC
Washington
$256K – – –
ECM
692
Evergreen Capital Management
Washington
$255K – – –
TW
693
TritonPoint Wealth
Maryland
$255K -$17.1K -167 -6%
SFG
694
Synergy Financial Group
California
$253K – – –
EFL
695
ERn Financial LLC
Wisconsin
$252K – – –
RIL
696
Rothschild Investment LLC
Illinois
$251K +$245K +2,400 +4,286%
MIM
697
Miller Investment Management
Pennsylvania
$251K – – –
MPCL
698
My Personal CFO LLC
Washington
$250K -$2.96K -29 -1%
FGAM
699
Financial Gravity Asset Management
Texas
$250K -$484K -4,734 -66%
Financial Engines Advisors
700
Financial Engines Advisors
California
$250K +$3.88K +38 +2%
26 27
28
29 30

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.