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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 %
FHC
426
First Heartland Consultants
Missouri
$1.4M +$181K +1,680 +15%
SCM
427
SOL Capital Management
Maryland
$1.4M – – –
AFG
428
Allegheny Financial Group
Pennsylvania
$1.39M +$157K +1,460 +13%
CFG
429
Citizens Financial Group
Rhode Island
$1.37M -$27.8K -258 -2%
ANTB
430
AMG National Trust Bank
Colorado
$1.34M -$455K -4,225 -25%
PCA
431
Prosperity Capital Advisors
Ohio
$1.33M +$62.4K +580 +5%
EW
432
Evoke Wealth
California
$1.33M +$1.33M +12,381 New
MIA
433
Milestone Investment Advisors
Wisconsin
$1.31M – – –
AWMNH
434
Arcadia Wealth Management (New Hampshire)
New Hampshire
$1.3M +$104K +971 +9%
T. Rowe Price Associates
435
T. Rowe Price Associates
Maryland
$1.29M -$2.65M -24,655 -67%
LFG
436
Larson Financial Group
Missouri
$1.28M -$66.6K -619 -5%
NL
437
NWAM LLC
Washington
$1.27M +$1.27M +11,805 New
WSFS
438
Wilmington Savings Fund Society
Delaware
$1.26M +$1.26M +11,747 New
APC
439
Aspire Private Capital
North Carolina
$1.26M -$5.28K -49 -0.4%
DWAM
440
Duncan Williams Asset Management
Tennessee
$1.26M +$1.26M +11,702 New
Brown Advisory
441
Brown Advisory
Maryland
$1.26M +$60.2K +559 +5%
CPA
442
Cardiff Park Advisors
California
$1.23M – – –
VFA
443
Valeo Financial Advisors
Indiana
$1.23M -$50.9K -473 -4%
PW
444
Peninsula Wealth
California
$1.23M +$159K +1,530 +15%
IFWM
445
Institute for Wealth Management
Colorado
$1.23M +$58.7K +545 +5%
RJT
446
Raymond James Trust
Florida
$1.23M +$19.9K +185 +2%
TWP
447
Tempus Wealth Planning
California
$1.22M +$176K +1,633 +17%
AWM
448
Aspire Wealth Management
Massachusetts
$1.19M -$104K -965 -8%
BCM
449
BTC Capital Management
Iowa
$1.19M – – –
MCM
450
Mainstream Capital Management
California
$1.18M +$1.18M +10,937 New
16 17
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