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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
BCMLT
776
Beacon Capital Management LLC (Tennessee)
Tennessee
$70K – – –
TFGT
777
TS Financial Group (TSFG)
Illinois
$68K +$511 +5 +0.8%
PGAM
778
Princeton Global Asset Management
New Jersey
$66.2K +$66.1K +647 New
APW
779
Atlantic Private Wealth
North Carolina
$65.4K – – –
WCM Investment Management
780
WCM Investment Management
California
$63.5K +$63.3K +619 New
CB
781
Chris Bulman
California
$63.1K +$63.1K +617 New
GI
782
Gradient Investments
Minnesota
$63K +$28K +274 +80%
National Bank of Canada
783
National Bank of Canada
Quebec, Canada
$61.2K – – –
SWM
784
Sugarloaf Wealth Management
Georgia
$58.1K +$27.7K +271 +91%
UWS
785
Unique Wealth Strategies
Illinois
$58K +$57.1K +559 New
HIA
786
Harbor Investment Advisory
Maryland
$56.7K +$16.9K +165 +42%
HWM
787
HighMark Wealth Management
Minnesota
$55.4K – – –
Allspring Global Investments
788
Allspring Global Investments
North Carolina
$54.2K – – –
GWS
789
Glassman Wealth Services
Virginia
$53.7K +$53.7K +525 New
KPP
790
Kings Path Partners
Texas
$53.2K +$53.2K +520 New
RCM
791
Richardson Capital Management
Wisconsin
$53K -$8.79K -86 -14%
HWP
792
Highline Wealth Partners
California
$51.3K – – –
FFA
793
Frazier Financial Advisors
Ohio
$50.4K -$7.67K -75 -13%
CMP
794
Coston McIsaac & Partners
Maine
$49K – – –
OIA
795
Optimum Investment Advisors
Illinois
$45.7K – – –
BCPWM
796
Bradley & Co Private Wealth Management
Florida
$43.2K – – –
JWM
797
Janiczek Wealth Management
Colorado
$39.1K – – –
CT
798
Colonial Trust
South Carolina
$38.3K – – –
CFO
799
CVA Family Office
Colorado
$38K – – –
EW
800
Element Wealth
Mississippi
$37.2K -$613 -6 -2%
30 31
32
33 34

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.