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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
$89.9M
2
SA
Sanctuary Advisors
Indiana
$114M
3
AA
Axiom Advisory
California
$563M
4
EB
Eastern Bank
Massachusetts
$45.3M
5
TIAA Trust, National Association
TIAA Trust, National Association
North Carolina
$75.8M

Top Sellers

1
SWM
Scissortail Wealth Management
Oklahoma
$4.22M
2
Envestnet Asset Management
Envestnet Asset Management
Illinois
$2.71B
3
BlackRock
BlackRock
New York
$252M
4
SFC
Strategic Financial Concepts
Texas
$503K
5
LPL Financial
LPL Financial
California
$676M
Name Holding Trade Value Shares
Change 		Shares
Change %
JC
26
JB Capital
Connecticut
$83M -$5.64M -52,401 -6%
AWM
27
AE Wealth Management
Kansas
$81.6M +$1.22M +11,301 +2%
Commonwealth Equity Services
28
Commonwealth Equity Services
Massachusetts
$80.6M -$7.11M -66,082 -8%
M&T Bank
29
M&T Bank
New York
$79.4M -$6.01M -55,817 -7%
NA
30
NewEdge Advisors
Louisiana
$76.6M +$5.83M +54,118 +8%
UCFA
31
United Capital Financial Advisors
Texas
$76M -$7.83M -72,722 -9%
TIAA Trust, National Association
32
TIAA Trust, National Association
North Carolina
$75.8M +$39.9M +370,183 +111%
FIA
33
Foundations Investment Advisors
Arizona
$72.8M -$1.09M -10,138 -1%
Northwestern Mutual Wealth Management
34
Northwestern Mutual Wealth Management
Wisconsin
$68.9M +$9.05M +84,025 +15%
Thrivent Financial for Lutherans
35
Thrivent Financial for Lutherans
Minnesota
$66M -$8.5M -78,958 -11%
Stifel Financial
36
Stifel Financial
Missouri
$56.5M -$3.56M -33,051 -6%
BPA
37
Beacon Pointe Advisors
California
$54.9M -$1.21M -11,257 -2%
Focus Partners Wealth
38
Focus Partners Wealth
Massachusetts
$52.2M -$29.1M -270,306 -36%
APW
39
Austin Private Wealth
Texas
$51.3M -$281K -2,607 -0.5%
KIM
40
Kestra Investment Management
Texas
$49.8M +$9.11M +84,583 +22%
Osaic Holdings
41
Osaic Holdings
Arizona
$48M +$1.43M +13,233 +3%
QC
42
Quent Capital
New York
$46.5M +$525K +4,875 +1%
BAAM
43
Baker Avenue Asset Management
California
$46.5M +$351K +3,262 +0.8%
IWC
44
Integrated Wealth Concepts
Massachusetts
$46.5M +$2.73M +25,331 +6%
FSWA
45
Financial Synergies Wealth Advisors
Texas
$45.9M +$893K +8,299 +2%
EB
46
Eastern Bank
Massachusetts
$45.3M +$45.3M +420,720 New
Goldman Sachs
47
Goldman Sachs
New York
$43.9M -$1.23M -11,468 -3%
CIAS
48
CFS Investment Advisory Services
New Jersey
$42.6M -$3.24M -30,086 -7%
FWP
49
FAS Wealth Partners
Kansas
$42.6M +$925K +8,595 +2%
Mariner
50
Mariner
Kansas
$42.6M +$525K +4,874 +1%
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