EFG icon

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 %
TF
326
Theory Financial
Colorado
$2.87M +$19K +188 +0.7%
VW
327
Vance Wealth
California
$2.84M -$179K -1,665 -6%
BWM
328
BlackDiamond Wealth Management
New York
$2.84M -$5.58K -56 -0.2%
MWM
329
Maripau Wealth Management
Indiana
$2.82M -$411K -3,815 -13%
WP
330
WealthPLAN Partners
Nebraska
$2.81M -$23.1K -215 -0.8%
FWMM
331
Foundation Wealth Management (Missouri)
Missouri
$2.8M -$158K -1,467 -5%
CPWA
332
Cerro Pacific Wealth Advisors
California
$2.78M +$77.6K +759 +3%
KWA
333
Kingswood Wealth Advisors
California
$2.76M +$1.45M +13,442 +110%
TCA
334
Transcend Capital Advisors
New Jersey
$2.73M -$410K -3,808 -13%
GRP
335
Global Retirement Partners
California
$2.73M -$695K -6,457 -20%
BFG
336
Berger Financial Group
Minnesota
$2.65M -$27.1K -252 -1%
MBTD
337
Mechanics Bank - Trust Department
California
$2.64M +$304K +2,820 +13%
BIG
338
Bush Investment Group
Georgia
$2.62M +$79.6K +739 +3%
IFS
339
Ifrah Financial Services
Arkansas
$2.58M +$9.58K +89 +0.4%
MSWMA
340
Market Street Wealth Management Advisors
Indiana
$2.58M -$6.46K -60 -0.3%
CC
341
Copperleaf Capital
North Carolina
$2.51M +$148K +1,373 +6%
OCM
342
One Capital Management
California
$2.49M -$342K -3,178 -12%
CFA
343
Cahill Financial Advisors
Minnesota
$2.47M -$2.15M -19,992 -47%
IA
344
IFG Advisory
Georgia
$2.46M -$575K -5,342 -19%
SFS
345
Sowell Financial Services
Arkansas
$2.41M -$366K -3,400 -13%
VWM
346
Venturi Wealth Management
Texas
$2.4M -$55.5K -516 -2%
FCFC
347
First Commonwealth Financial Corp
Pennsylvania
$2.4M -$97.4K -905 -4%
RFP
348
RCS Financial Planning
Maryland
$2.4M -$190K -1,762 -7%
MG
349
Mather Group
Illinois
$2.4M +$331K +3,074 +16%
AG
350
Ascent Group
Virginia
$2.39M -$221K -2,057 -8%
12 13
14
15 16