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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
PPWM
826
PFG Private Wealth Management
Florida
$12.6K – – –
HFS
827
Hantz Financial Services
Michigan
$12K +$1.43K +14 +14%
CFFP
828
Center for Financial Planning
Michigan
$11.3K – – –
TSMHT
829
Thurston Springer Miller Herd & Titak
Indiana
$10.3K +$10.3K +101 New
FAM
830
Family Asset Management
South Carolina
$10.2K – – –
TIM
831
Tortoise Investment Management
New York
$10.2K – – –
ST
832
Smithfield Trust
Pennsylvania
$10K +$10.2K +100 New
BLC
833
Brown, Lisle/Cummings
Rhode Island
$8.9K – – –
FDCP
834
Foster Dykema Cabot & Partners
Massachusetts
$8.59K – – –
DFA
835
DHJJ Financial Advisors
Illinois
$8.08K – – –
TCM
836
Tanaka Capital Management
New York
$8K – – –
SIC
837
Salem Investment Counselors
North Carolina
$7.47K -$6.03K -59 -45%
BCWM
838
Bartlett & Co Wealth Management
Ohio
$7.37K – – –
CP
839
Castleview Partners
Texas
$7.16K – – –
TAM
840
Townsend Asset Management
North Carolina
$6.54K +$102 +1 +2%
BBPWM
841
Blue Bell Private Wealth Management
Pennsylvania
$6.24K – – –
MWA
842
MFA Wealth Advisors
Pennsylvania
$5.63K +$5.62K +55 New
CIAS
843
Capital Investment Advisory Services
North Carolina
$4.71K – – –
CA
844
Crewe Advisors
Utah
$4.71K +$1.23K +12 +35%
VCM
845
Versant Capital Management
Arizona
$4.4K – – –
FIA
846
FPC Investment Advisory
California
$3.96K +$3.88K +38 New
BHWM
847
Beaird Harris Wealth Management
Texas
$3.89K +$3.88K +38 New
CWP
848
Concord Wealth Partners
Virginia
$3.68K -$6.44K -63 -64%
CSC
849
Caldwell Sutter Capital
California
$3.58K – – –
NMG
850
New Millennium Group
Utah
$3.58K +$3.58K +35 New
32 33
34
35 36

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.