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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 %
PA
276
PFG Advisors
Arizona
$3.97M +$1.23M +11,447 +45%
DAS
277
Diversify Advisory Services
Utah
$3.93M -$578K -5,600 -13%
PFBT
278
Parkside Financial Bank & Trust
Missouri
$3.92M +$111K +1,034 +3%
CWM
279
Centurion Wealth Management
Virginia
$3.91M +$3.91M +36,352 New
ELI
280
Empire Life Investments
Ontario, Canada
$3.9M -$409K -3,800 -9%
LF
281
Lantz Financial
Illinois
$3.9M +$10.6K +98 +0.3%
EFG
282
Ehrlich Financial Group
California
$3.88M +$237K +2,205 +7%
AFP
283
Alpha Financial Partners
Kentucky
$3.88M +$3.88M +36,020 New
OFG
284
Omega Financial Group
California
$3.85M -$362K -3,359 -9%
PS
285
Principal Securities
Iowa
$3.79M +$1.23M +11,427 +48%
MLA
286
My Legacy Advisors
Oregon
$3.77M -$2.57M -23,851 -41%
HI
287
Harbour Investments
Wisconsin
$3.74M -$274K -2,541 -7%
SWP
288
ShoreHaven Wealth Partners
New Jersey
$3.73M -$30.3K -281 -0.8%
IA
289
IFP Advisors
Florida
$3.66M -$2.95M -27,365 -45%
LSA
290
Lansing Street Advisors
Pennsylvania
$3.62M +$164K +1,528 +5%
PAMG
291
Patton Albertson Miller Group
Tennessee
$3.61M +$12.4K +115 +0.3%
AC
292
Avestar Capital
New York
$3.59M -$68.8K -639 -2%
SC
293
Savant Capital
Illinois
$3.58M -$196K -1,824 -5%
BCG
294
Breakwater Capital Group
New Jersey
$3.56M +$120K +1,113 +3%
BBA
295
Braun-Bostich & Associates
Pennsylvania
$3.54M -$172K -1,602 -5%
BBWP
296
Beacon Bridge Wealth Partners
Pennsylvania
$3.51M +$1.46M +13,531 +71%
QWP
297
Quotient Wealth Partners
Texas
$3.49M -$204K -1,894 -6%
HNB
298
Huntington National Bank
Ohio
$3.44M -$3.31M – –
GWM
299
Geneos Wealth Management
Colorado
$3.42M +$142K +1,315 +4%
BWA
300
Beam Wealth Advisors
Louisiana
$3.39M +$320K +2,975 +10%
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