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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
DJSG
851
D.J. St. Germain
Massachusetts
$3.48K +$3.48K +34 New
CTWM
852
Cherry Tree Wealth Management
Minnesota
$3.17K – – –
SN
853
Sittner & Nelson
Oregon
$3.07K – – –
AA
854
AlphaMark Advisors
Kentucky
$3K +$2.56K +25 New
EWM
855
Evermay Wealth Management
Virginia
$2.76K – – –
LWA
856
Lowe Wealth Advisors
Maryland
$2.76K +$2.76K +27 New
HGERS
857
Householder Group Estate & Retirement Specialist
Arizona
$2K -$1.12K -11 -30%
FHC
858
First Heartland Consultants
Missouri
$1.16K +$721K +7,051 +164%
NFSG
859
Newbridge Financial Services Group
Florida
$1.13K -$511 -5 -31%
FRA
860
Front Row Advisors
California
$1.13K – – –
RMC
861
Resources Management Corp
Connecticut
$1K – – –
BFS
862
Burkett Financial Services
South Carolina
$894 – – –
GTAM
863
Global Trust Asset Management
Florida
$614 – – –
Russell Investments Group
864
Russell Investments Group
United Kingdom
$614 – – –
SWM
865
Sanctuary Wealth Management
Idaho
$614 – – –
VF
866
VitalStone Financial
Texas
$614 – – –
CTB
867
Country Trust Bank
Illinois
$614 +$613 +6 New
T
868
Tidemark
California
$516 +$511 +5 New
GC
869
Gould Capital
Washington
$512 +$511 +5 New
GI
870
GAMMA Investing
California
$409 – – –
RWMG
871
Redwood Wealth Management Group
New Jersey
$205 +$204 +2 New
CAM
872
Creekmur Asset Management
Illinois
$67 -$1.74K -17 -94%
SAG
873
SageView Advisory Group
California
– -$273M -2,788,471 Closed
Susquehanna International Group
874
Susquehanna International Group
Pennsylvania
– -$18.5M -177,873 Closed
CA
875
CSM Advisors
Pennsylvania
– -$13.3M -128,100 Closed
33 34
35
36 37

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.