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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 %
MWM
401
Modern Wealth Management
Kansas
$1.61M +$226K +2,103 +16%
ACM
402
Advisors Capital Management
New Jersey
$1.6M +$92.6K +860 +6%
SFA
403
Seneca Financial Advisors
New York
$1.58M – – –
EFG
404
Elios Financial Group
Ohio
$1.57M +$1.57M +14,624 New
MWA
405
Merkkuri Wealth Advisors
New York
$1.57M -$16.4K -152 -1%
WIA
406
World Investment Advisors
California
$1.56M -$44.6K -414 -3%
PIM
407
Penobscot Investment Management
Massachusetts
$1.56M -$80.7K -750 -5%
SYBT
408
Stock Yards Bank & Trust
Kentucky
$1.55M -$3.92M -36,404 -72%
PFGIA
409
Patriot Financial Group Insurance Agency
Massachusetts
$1.53M -$223K -2,069 -13%
KWS
410
Keystone Wealth Services
California
$1.53M +$42K +390 +3%
KP
411
Keel Point
Alabama
$1.49M -$1.29K -12 -0.1%
MI
412
Moneywise Inc
Virginia
$1.48M +$721K +6,702 +95%
D
413
Diversified
Delaware
$1.48M +$13.7K +127 +0.9%
DE
414
Diversified Enterprises
Delaware
$1.48M +$1.48M +13,773 New
SFG
415
Shum Financial Group
California
$1.48M +$1.48M +14,512 New
IIC
416
Ironwood Investment Counsel
Arizona
$1.48M +$5.38K +50 +0.4%
UW
417
Unique Wealth
Florida
$1.47M +$1.47M +13,691 New
TWP
418
Total Wealth Planning
Ohio
$1.46M -$160K -1,485 -10%
HR
419
Hardy Reed
Mississippi
$1.45M – – –
LIA
420
LifePlan Investment Advisors
North Carolina
$1.44M +$72.9K +677 +5%
SCM
421
SCS Capital Management
Massachusetts
$1.44M +$167K +1,554 +13%
PWM
422
Provident Wealth Management
Tennessee
$1.43M -$38.1K -354 -3%
MCM
423
Mendel Capital Management
Arkansas
$1.42M +$192K +1,779 +16%
PI
424
Pachira Investments
California
$1.42M +$876K +8,142 +162%
RCM
425
Raleigh Capital Management
North Carolina
$1.41M -$111K -1,028 -7%
15 16
17
18 19