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iShares MSCI EAFE Growth ETF
EFG

Overview Fund Activity

866 hedge funds and large institutions have $13.8B invested in iShares MSCI EAFE Growth ETF in 2024 Q2 according to their latest regulatory filings, with 87 funds opening new positions, 445 increasing their positions, 219 reducing their positions, and 56 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
866
Holders Change
+19
Holders Change %
+2.24%
% of All Funds
12.6%
Holding in Top 10
80
Holding in Top 10 Change
+13
Holding in Top 10 Change %
+19.4%
% of All Funds
1.16%
New
87
Increased
445
Reduced
219
Closed
56
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Envestnet Asset Management
Envestnet Asset Management
Illinois
$2.72B
2
AA
Axiom Advisory
California
$508M
3
LPL Financial
LPL Financial
California
$675M
4
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions
Illinois
$383M
5
BlackRock
BlackRock
New York
$340M

Top Sellers

1
SAG
SageView Advisory Group
California
$0
2
Jane Street
Jane Street
New York
$448K
3
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$25.7M
4
Citadel Advisors
Citadel Advisors
Florida
$639K
5
Susquehanna International Group
Susquehanna International Group
Pennsylvania
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
M&T Bank
26
M&T Bank
New York
$81.2M -$4.36M -42,585 -5%
UCFA
27
United Capital Financial Advisors
Texas
$79.6M +$28.8M +281,401 +57%
Focus Partners Wealth
28
Focus Partners Wealth
Massachusetts
$77.3M +$44.8M +437,980 +138%
AWM
29
AE Wealth Management
Kansas
$76.4M +$22.5M +219,945 +42%
Thrivent Financial for Lutherans
30
Thrivent Financial for Lutherans
Minnesota
$70.8M +$14.5M +141,955 +26%
FIA
31
Foundations Investment Advisors
Arizona
$70.2M +$26.7M +261,098 +61%
NA
32
NewEdge Advisors
Louisiana
$67.3M +$31.5M +308,040 +88%
SA
33
Sanctuary Advisors
Indiana
$66.3M +$66.3M +663,233 New
Stifel Financial
34
Stifel Financial
Missouri
$57.1M +$17.9M +174,985 +46%
Northwestern Mutual Wealth Management
35
Northwestern Mutual Wealth Management
Wisconsin
$56.9M +$149K +1,454 +0.3%
BPA
36
Beacon Pointe Advisors
California
$53.3M +$187K +1,828 +0.4%
APW
37
Austin Private Wealth
Texas
$49.1M +$16.1M +157,264 +49%
KAS
38
Kestra Advisory Services
Texas
$45.8M +$11.7M +117,263 +34%
Truist Financial
39
Truist Financial
North Carolina
$45.5M +$11M +107,580 +32%
Osaic Holdings
40
Osaic Holdings
Arizona
$44.2M +$8.71M +85,120 +25%
BAAM
41
Baker Avenue Asset Management
California
$43.9M +$1.57M +15,375 +4%
QC
42
Quent Capital
New York
$43.7M +$1.92M +18,803 +5%
CIAS
43
CFS Investment Advisory Services
New Jersey
$43.6M +$43.6M +426,248 New
Goldman Sachs
44
Goldman Sachs
New York
$42.9M -$968K -9,465 -2%
FSWA
45
Financial Synergies Wealth Advisors
Texas
$42.8M +$903K +8,830 +2%
EWA
46
EP Wealth Advisors
California
$42.1M +$40.2M +393,130 +2,164%
IWC
47
Integrated Wealth Concepts
Massachusetts
$41.6M +$16.6M +162,403 +67%
Mariner
48
Mariner
Kansas
$40M +$3.33M +32,585 +9%
FWP
49
FAS Wealth Partners
Kansas
$39.6M +$1.08M +10,558 +3%
AAS
50
Avantax Advisory Services
Texas
$39.4M +$7.06M +68,974 +22%
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