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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 %
SFA
476
Sequoia Financial Advisors
Ohio
$999K +$89.5K +831 +10%
HIM
477
Hanlon Investment Management
New Jersey
$995K -$82.2K -764 -8%
FFA
478
Fragasso Financial Advisors
Pennsylvania
$992K -$351K -3,259 -26%
ACM
479
Absolute Capital Management
Pennsylvania
$988K -$115K -1,071 -10%
CCG
480
Catalina Capital Group
California
$986K -$73.8K -686 -7%
APP
481
Avantax Planning Partners
Iowa
$981K -$70.1K -651 -7%
RDFA
482
Ritter Daniher Financial Advisory
Ohio
$975K +$35.7K +332 +4%
LA
483
Latitude Advisors
Florida
$974K +$228K +2,114 +31%
1IA
484
1834 Investment Advisors
Wisconsin
$948K -$114K -1,057 -11%
LA
485
Lifeworks Advisors
Michigan
$945K +$52.6K +489 +6%
JJBC
486
James J. Burns & Company
New York
$945K -$2.05K -19 -0.2%
Kovitz Investment Group Partners
487
Kovitz Investment Group Partners
Illinois
$938K +$400K +5,827 +74%
CCG
488
Cypress Capital Group
Florida
$938K – – –
HS
489
Horan Securities
United States
$937K +$2.15K +20 +0.2%
MWM
490
Meridian Wealth Management
Kentucky
$934K +$934K +8,677 New
TWCA
491
Two West Capital Advisors
Kansas
$918K -$66.2K -615 -7%
LGG
492
Luts & Greenleigh Group
Maryland
$914K +$16.4K +152 +2%
PSP
493
Principal Street Partners
Tennessee
$907K – – –
AFM
494
Armstrong Fleming & Moore
District of Columbia
$901K – – –
AFG
495
Atomi Financial Group
New York
$893K -$301K -2,799 -25%
CCM
496
Coldstream Capital Management
Washington
$890K -$100K -932 -10%
CFO
497
Collective Family Office
Pennsylvania
$889K -$26.9K -250 -3%
FCFC
498
First Citizens Financial Corp
Iowa
$888K +$21.3K +198 +2%
LI
499
LMCG Investments
Massachusetts
$888K +$57.4K +533 +7%
VFPW
500
Vantage Financial Partners (Wisconsin)
Wisconsin
$877K +$147K +1,366 +20%
18 19
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