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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
PWA
101
Physician Wealth Advisors
Utah
$16M +$5.83M +57,042 +60%
Wealth Enhancement Advisory Services
102
Wealth Enhancement Advisory Services
Minnesota
$16M +$82.6K +808 +0.5%
SWC
103
Spectrum Wealth Counsel
Indiana
$15.8M +$5.3M +51,803 +50%
CWA
104
Consilio Wealth Advisors
Washington
$15.5M +$381K +3,727 +3%
FFA
105
Farther Finance Advisors
California
$15.2M +$3.8M +37,204 +33%
FA
106
Fountainhead AM
New Jersey
$14.9M +$152K +1,487 +1%
GT
107
Greenleaf Trust
Michigan
$14.7M -$521K -5,096 -3%
ACA
108
Affinity Capital Advisors
California
$14.7M +$1.45M +14,159 +11%
Baird Financial Group
109
Baird Financial Group
Wisconsin
$14.7M +$1.13M +11,059 +8%
KFSC
110
Keystone Financial Services (Colorado)
Colorado
$14.6M +$5.58M +54,632 +62%
WAM
111
Wakefield Asset Management
Colorado
$13.9M -$527K -5,153 -4%
SCA
112
STALEY CAPITAL ADVISERS
Pennsylvania
$13.9M +$613 +6 +0%
KWM
113
Keebeck Wealth Management
Illinois
$13.8M +$2.13M +20,790 +18%
RF
114
Robinswood Financial
Washington
$13.6M +$40.5K +396 +0.3%
William Blair & Company
115
William Blair & Company
Illinois
$13.4M -$572K -5,597 -4%
T
116
TNF
Montana
$13.1M +$3M +29,368 +29%
SPIA
117
Steward Partners Investment Advisory
New York
$13.1M +$3.61M +35,289 +38%
CCA
118
Checchi Capital Advisers
California
$13.1M -$1.49M -14,589 -10%
CWS
119
Cypress Wealth Services
California
$12.9M +$3.88M +37,966 +43%
DWM
120
Dynasty Wealth Management
Florida
$12.8M +$8.5M +83,157 +198%
RA
121
RFG Advisory
Alabama
$12.8M +$2.64M +25,837 +26%
OAP
122
One Advisory Partners
Kansas
$12.7M +$4.31M +42,183 +52%
PWM
123
Perigon Wealth Management
California
$12.6M +$5.35M +52,358 +74%
BFC
124
Bedel Financial Consulting
Indiana
$12.4M -$333K -3,262 -3%
WA
125
Wealth Alliance
New York
$12.3M +$4.86M +47,584 +66%
3 4
5
6 7

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.