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iShares MSCI EAFE Growth ETF
EFG

Overview Fund Activity

908 hedge funds and large institutions have $14.3B invested in iShares MSCI EAFE Growth ETF in 2024 Q3 according to their latest regulatory filings, with 88 funds opening new positions, 299 increasing their positions, 362 reducing their positions, and 34 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
908
Holders Change
+42
Holders Change %
+4.85%
% of All Funds
13.13%
Holding in Top 10
78
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-2.5%
% of All Funds
1.13%
New
88
Increased
299
Reduced
362
Closed
34
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Jane Street
Jane Street
New York
+$89.5M
2
SA
Sanctuary Advisors
Indiana
+$48.7M
3
AA
Axiom Advisory
California
+$47.3M
4
EB
Eastern Bank
Massachusetts
+$45.3M
5
TIAA Trust, National Association
TIAA Trust, National Association
North Carolina
+$39.9M

Top Sellers

1
SWM
Scissortail Wealth Management
Oklahoma
-$268M
2
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$154M
3
BlackRock
BlackRock
New York
-$105M
4
SFC
Strategic Financial Concepts
Texas
-$51M
5
LPL Financial
LPL Financial
California
-$34.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
FWP
226
Firethorn Wealth Partners
Georgia
$5.49M +$215K +1,998 +4%
CFS
227
Commonwealth Financial Services
West Virginia
$5.46M +$278K +2,602 +5%
GWP
228
Gen-Wealth Partners
Michigan
$5.4M +$307K +3,017 +6%
RSWM
229
Robertson Stephens Wealth Management
California
$5.34M -$142K -1,322 -3%
CAL
230
Capital Analysts LLC
Pennsylvania
$5.33M +$1.35M +12,510 +34%
ATS
231
Ashton Thomas Securities
New York
$5.29M -$823K -7,646 -13%
JSW
232
Journey Strategic Wealth
New Jersey
$5.29M +$282K +2,620 +6%
WFPG
233
Waller Financial Planning Group
Ohio
$5.28M +$174K +1,616 +3%
CTC
234
Central Trust Company
Missouri
$5.25M -$983K -9,130 -16%
SVWG
235
Shared Vision Wealth Group
United States
$5.25M -$287K -2,670 -5%
AssetMark Inc
236
AssetMark Inc
California
$5.23M -$486K -4,513 -9%
ECG
237
Edge Capital Group
Georgia
$5.16M -$2.91K -27 -0.1%
CFO
238
Callan Family Office
Pennsylvania
$5.12M +$70K +650 +1%
WPIC
239
White Pine Investment Company
Michigan
$5.09M +$543K +5,044 +12%
AA
240
Ancora Advisors
Ohio
$5.06M +$769K +7,141 +18%
PWPS
241
Pinnacle Wealth Planning Services
Ohio
$5.06M +$85.7K +796 +2%
TWM
242
Tradition Wealth Management
Minnesota
$5.05M -$29.6K -275 -0.6%
CSPAM
243
Cary Street Partners Asset Management
Virginia
$5.03M +$1.67M +15,473 +49%
LWM
244
Liberty Wealth Management
California
$5.02M -$17.5M -162,772 -78%
VA
245
Valmark Advisers
Ohio
$5M -$350K -3,254 -7%
CCM
246
Condor Capital Management
New Jersey
$4.92M +$59.7K +555 +1%
RWP
247
Revolve Wealth Partners
New Jersey
$4.84M -$58.6K -544 -1%
VCP
248
Verus Capital Partners
Arizona
$4.8M +$453K +4,206 +10%
CA
249
CoreCap Advisors
Michigan
$4.79M +$4.79M +44,525 New
RCAG
250
Rehmann Capital Advisory Group
Michigan
$4.75M +$89.4K +830 +2%
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