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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 %
WAP
501
Wealthcare Advisory Partners
Pennsylvania
$875K -$4.31K -40 -0.5%
MWP
502
MYCIO Wealth Partners
Pennsylvania
$872K – – –
QWM
503
Quadcap Wealth Management
Texas
$867K -$58.9K -547 -6%
PAM
504
Palisade Asset Management
Minnesota
$865K – – –
EK
505
Evensky & Katz
Florida
$863K -$16K -149 -2%
WG
506
Watchman Group
Texas
$857K +$35.2K +327 +4%
UF
507
Univest Financial
Pennsylvania
$855K +$855K +7,943 New
MCC
508
Maiden Cove Capital
Maine
$841K +$68.3K +634 +9%
WFAG
509
Wescott Financial Advisory Group
Pennsylvania
$838K +$91K +845 +12%
SF
510
Synovus Financial
Georgia
$833K -$646 -6 -0.1%
DCM
511
DGS Capital Management
New Jersey
$831K -$65.1K -605 -7%
RFN
512
RDA Financial Network
Iowa
$826K +$77.8K +723 +10%
MWM
513
Mission Wealth Management
California
$811K -$10.3K -96 -1%
LAS
514
Lloyd Advisory Services
Georgia
$806K -$69.3K -644 -8%
SWA
515
Sax Wealth Advisors
New Jersey
$806K +$167K +1,547 +26%
PFG
516
Peterson Financial Group
Iowa
$805K -$62.5K -581 -7%
PA
517
Parallel Advisors
California
$802K +$72.7K +675 +10%
OFG
518
Oxford Financial Group
Indiana
$799K – – –
ATPW
519
Ashton Thomas Private Wealth
Arizona
$786K -$12.5K -116 -2%
CWA
520
Cornerstone Wealth Advisors
Minnesota
$783K -$5.92K -55 -0.8%
MIM
521
Macroview Investment Management
Maryland
$778K -$83.5K -776 -10%
CWA
522
Canvas Wealth Advisors
Kansas
$776K +$29.5K +274 +4%
NFW
523
Noble Family Wealth
Florida
$771K – – –
AIA
524
Accelerate Investment Advisors
California
$768K +$768K +7,130 New
SFA
525
Semmax Financial Advisors
North Carolina
$764K -$24.4K -245 -3%
19 20
21
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