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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 %
FHA
351
Flagship Harbor Advisors
Massachusetts
$2.38M +$2.38M +22,079 New
Rockefeller Capital Management
352
Rockefeller Capital Management
New York
$2.34M +$520K +4,829 +29%
VPP
353
Vertex Planning Partners
Illinois
$2.33M +$118K +1,096 +5%
CIC
354
Carnegie Investment Counsel
Ohio
$2.33M -$281K -2,612 -11%
NC
355
Napatree Capital
Rhode Island
$2.32M -$138K -1,281 -6%
DADC
356
D.A. Davidson & Co
Montana
$2.32M +$84.3K +783 +4%
FFA
357
First Foundation Advisors
California
$2.31M -$69.3K -644 -3%
VWA
358
Visionary Wealth Advisors
Illinois
$2.29M +$58.6K +544 +3%
Cerity Partners
359
Cerity Partners
New York
$2.28M +$251K +2,331 +12%
GVAG
360
Great Valley Advisor Group
Delaware
$2.27M +$17.1K +159 +0.8%
WA
361
Wambolt & Associates
Colorado
$2.26M +$197K +1,845 +10%
HSBC Holdings
362
HSBC Holdings
United Kingdom
$2.24M -$2.21M -20,557 -50%
SWA
363
Strata Wealth Advisors
Texas
$2.22M +$2.15K +20 +0.1%
MWS
364
Maxwell Wealth Strategies
California
$2.22M -$111K -1,083 -5%
RIM
365
Redwood Investment Management
Arizona
$2.22M -$12.1K -112 -0.5%
CFD
366
Creative Financial Designs
Indiana
$2.21M +$92K +855 +4%
CIA
367
Concurrent Investment Advisors
Florida
$2.18M +$79.7K +740 +4%
CRI
368
Commonwealth Retirement Investments
Virginia
$2.17M -$17.8K -165 -0.8%
TNBTD
369
Trustmark National Bank Trust Department
Mississippi
$2.16M – – –
CWP
370
Cyndeo Wealth Partners
Florida
$2.15M -$382K -3,551 -15%
WWP
371
WR Wealth Planners
Missouri
$2.13M +$460K +4,275 +28%
SEM
372
Strategic Equity Management
Arizona
$2.1M +$774K +7,186 +58%
SWM
373
Sagace Wealth Management
Florida
$2.1M +$468K +4,397 +29%
SWM
374
Spire Wealth Management
Virginia
$2.1M -$62.3K -579 -3%
CFS
375
Cannon Financial Strategists
Georgia
$2.05M -$40.8K -379 -2%
13 14
15
16 17