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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 %
ICP
376
Interchange Capital Partners
Pennsylvania
$2.02M -$130K -1,210 -6%
SOS
377
Silver Oak Securities
Tennessee
$1.99M -$27.6K -256 -1%
CWA
378
Clearview Wealth Advisors
Oregon
$1.99M +$702K +6,517 +55%
TCWA
379
Turtle Creek Wealth Advisors
Texas
$1.94M -$538 -5 -0%
WFS
380
WealthGarden F.S.
California
$1.9M -$219K -2,035 -10%
TPCW
381
TD Private Client Wealth
New York
$1.89M +$719K +6,679 +61%
BEI
382
Benjamin Edwards Inc
Missouri
$1.89M +$1.89M +17,576 New
ATI
383
ARK & TLK Investments
Oklahoma
$1.87M -$10.1K -94 -0.5%
FMTC
384
Farmers & Merchants Trust Company
California
$1.85M – – –
HKIMG
385
Hutchens & Kramer Investment Management Group
Indiana
$1.85M +$258K +2,411 +16%
SFG
386
Sovereign Financial Group
Connecticut
$1.83M -$70.8K -658 -4%
PFWA
387
Paces Ferry Wealth Advisors
Georgia
$1.81M +$323 +3 +0%
MOS
388
MGO One Seven
Ohio
$1.81M +$16.1K +150 +0.9%
FI
389
FWG Investments
Kentucky
$1.81M +$23.8K +221 +1%
SPI
390
Sutton Place Investors
New York
$1.8M -$33.9K -315 -2%
SPC
391
Sigma Planning Corp
Michigan
$1.76M +$81.7K +759 +5%
BWA
392
BCU Wealth Advisors
Illinois
$1.73M +$42.3K +393 +3%
TPWA
393
TRUE Private Wealth Advisors
Oregon
$1.71M -$174K -1,617 -9%
CF
394
Centaurus Financial
California
$1.7M +$381K +3,536 +29%
O3W
395
Omni 360 Wealth
New Jersey
$1.69M +$94.5K +878 +6%
LA
396
LVW Advisors
New York
$1.66M -$80.5K -748 -5%
PAG
397
Paladin Advisory Group
Iowa
$1.65M -$251K -2,335 -13%
FW
398
FullCircle Wealth
Texas
$1.64M -$240K -2,324 -13%
FCI
399
Financial Counselors Inc
Kansas
$1.63M +$134K +1,244 +9%
CCMG
400
Clark Capital Management Group
Pennsylvania
$1.63M -$106K -981 -6%
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16
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