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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
NRA
876
NSI Retail Advisors
Pennsylvania
– -$13.3M -128,100 Closed
PPP
877
Private Portfolio Partners
New Jersey
– -$10.5M -101,352 Closed
GIS
878
Grayhawk Investment Strategies
Alberta, Canada
– -$5.63M -54,250 Closed
LNC
879
Lincoln National Corp
Pennsylvania
– -$5.24M -50,466 Closed
CAM
880
Crestone Asset Management
Colorado
– -$3.56M -34,315 Closed
SAW
881
Signal Advisors Wealth
Michigan
– -$3.3M -31,784 Closed
CA
882
CoreCap Advisors
Michigan
– -$3.24M -31,214 Closed
CW
883
Channel Wealth
California
– -$2.89M -27,798 Closed
ASFA
884
All Season Financial Advisors
Colorado
– -$2.68M -25,863 Closed
AIA
885
Alternative Investment Advisors
Florida
– -$2.57M -24,859 Closed
PS
886
Portfolio Strategies
New York
– -$1.4M -13,470 Closed
UAS
887
United Asset Strategies
New York
– -$1.34M -12,874 Closed
EW
888
Evoke Wealth
California
– -$1.2M -11,605 Closed
Renaissance Technologies
889
Renaissance Technologies
New York
– -$1.05M -10,100 Closed
NL
890
NWAM LLC
Washington
– -$985K -9,644 Closed
Barclays
891
Barclays
United Kingdom
– -$961K -9,260 Closed
MWM
892
Meridian Wealth Management
Kentucky
– -$919K -8,855 Closed
FF
893
Fluent Financial
Texas
– -$604K -5,822 Closed
LFAS
894
Level Four Advisory Services
Texas
– -$528K -5,456 Closed
RF
895
RHS Financial
California
– -$512K -4,929 Closed
WFM
896
Wolff Financial Management
Michigan
– -$433K -4,168 Closed
AT
897
American Trust
Kentucky
– -$396K -3,811 Closed
TIA
898
Traphagen Investment Advisors
New Jersey
– -$350K -3,374 Closed
DS
899
DRW Securities
Illinois
– -$342K -3,298 Closed
Squarepoint
900
Squarepoint
New York
– -$326K -3,138 Closed
34 35
36
37 38

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.