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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 %
MWM
251
MorganRosel Wealth Management
Colorado
$4.7M -$482K -4,477 -9%
DWT
252
Dorsey & Whitney Trust
South Dakota
$4.54M – – –
ACA
253
Aptus Capital Advisors
Alabama
$4.53M -$964K -8,951 -18%
MWM
254
Mosley Wealth Management
California
$4.5M +$165K +1,592 +4%
SFP
255
Sterling Financial Planning
New Jersey
$4.49M +$150K +1,392 +3%
AF
256
Advisornet Financial
Minnesota
$4.49M +$53.6K +498 +1%
HG
257
Harbor Group
New Hampshire
$4.49M -$2.15K -20 -0%
SWA
258
SOA Wealth Advisors
New York
$4.46M -$62.3K -579 -1%
NPF
259
Norris Perne & French
Michigan
$4.44M +$88.9K +826 +2%
GCA
260
Greenwood Capital Associates
South Carolina
$4.43M -$375K -3,479 -8%
KFP
261
KMG Fiduciary Partners
Ohio
$4.43M -$2.68M -24,887 -38%
OMC
262
Old Mission Capital
Illinois
$4.35M +$2.59M +24,043 +147%
MA
263
Mutual Advisors
Nebraska
$4.26M +$223K +2,169 +6%
JFA
264
JNBA Financial Advisors
Minnesota
$4.23M -$182K -1,690 -4%
SWM
265
Scissortail Wealth Management
Oklahoma
$4.22M -$268M -26,881 -98%
SFS
266
Security Financial Services
Indiana
$4.21M -$529K -4,916 -11%
FPF
267
First Pacific Financial
Washington
$4.2M -$14.3K -133 -0.3%
AWA
268
Arete Wealth Advisors
Illinois
$4.18M +$951K +8,859 +29%
FRA
269
FFG Retirement Advisors
Colorado
$4.14M +$1.3M +12,067 +46%
CA
270
Claro Advisors
Massachusetts
$4.1M +$617K +5,727 +18%
EFG
271
Embree Financial Group
Illinois
$4.07M +$409K +3,802 +11%
FT
272
Fiduciary Trust
Massachusetts
$4.06M +$2.12M +19,734 +110%
WAL
273
W Advisors LLC
Tennessee
$4.02M -$449K -4,175 -10%
USCWA
274
U.S. Capital Wealth Advisors
Texas
$4.01M +$426K +3,953 +12%
KV
275
Kickstand Ventures
New York
$4M +$254K +2,361 +7%
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