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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 %
SAW
301
Signal Advisors Wealth
Michigan
$3.39M +$3.39M +31,468 New
AAS
302
Ameritas Advisory Services
Nebraska
$3.39M -$1.45M -13,472 -30%
CFG
303
Clayton Financial Group
Missouri
$3.37M +$1.32M +12,285 +65%
AFTS
304
American Financial & Tax Strategies
New York
$3.35M -$9.37K -87 -0.3%
TPWA
305
Twin Peaks Wealth Advisors
California
$3.34M +$404K +3,753 +14%
AF
306
Affiance Financial
Minnesota
$3.32M -$193K -1,797 -6%
DI
307
Disciplined Investments
Oklahoma
$3.31M +$43.7K +406 +1%
BW
308
Bison Wealth
Georgia
$3.3M -$337K -3,132 -9%
PG
309
Patten Group
Tennessee
$3.29M +$169K +1,572 +5%
DL
310
DOHJ LLC
Washington
$3.29M +$628K +5,881 +24%
QPWM
311
Quadrant Private Wealth Management
Pennsylvania
$3.28M -$49.8K -463 -1%
TWP
312
Triad Wealth Partners
Kansas
$3.26M +$3.24M +30,083 +15,271%
MAS
313
Meeder Advisory Services
Ohio
$3.22M +$872K +8,101 +37%
CAG
314
Csenge Advisory Group
Florida
$3.16M +$19.6K +185 +0.6%
AIA
315
Angeles Investment Advisors
California
$3.15M +$215K +2,000 +7%
HA
316
Hofer & Associates
California
$3.13M +$4.95K +46 +0.2%
DWMS
317
Dominguez Wealth Management Solutions
Virginia
$3.12M -$191K -1,776 -6%
FAT
318
First American Trust
California
$3.1M +$472K +4,381 +18%
AWE
319
Avidian Wealth Enterprises
Texas
$3.09M -$390K -3,622 -11%
KIG
320
Kowal Investment Group
Wisconsin
$3.07M +$18.1K +168 +0.6%
NS
321
NBC Securities
Alabama
$3.05M +$71.9K +668 +2%
CAM
322
Concorde Asset Management
Michigan
$2.96M +$344K +3,195 +13%
GWP
323
Gateway Wealth Partners
Wisconsin
$2.89M +$45.2K +420 +2%
JWCA
324
J.W. Cole Advisors
Florida
$2.89M -$73K -678 -2%
NA
325
Navellier & Associates
Nevada
$2.87M – – –
11 12
13
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