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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 %
SF
601
Summit Financial
New Jersey
$478K -$538 -5 -0.1%
QP
602
Quartz Partners
New York
$475K +$475K +4,409 New
QCM
603
QRG Capital Management
Illinois
$474K +$89.6K +832 +23%
RFG
604
REAP Financial Group
Texas
$473K -$185K -1,723 -28%
LCM
605
Leisure Capital Management
California
$472K -$14.3K -133 -3%
BOSSRA
606
B.O.S.S. Retirement Advisors
Utah
$471K +$167K +1,553 +55%
KFS
607
Kelly Financial Services
Massachusetts
$471K -$22.6K -210 -5%
MC
608
Montag & Caldwell
Georgia
$467K -$5.71K -53 -1%
PCS
609
Personal CFO Solutions
New Jersey
$466K -$188K -1,745 -29%
GKWIM
610
Gerber Kawasaki Wealth & Investment Management
California
$463K +$58.5K +543 +14%
PIA
611
Pinion Investment Advisors
Kansas
$462K +$462K +4,291 New
SPWG
612
Syntegra Private Wealth Group
Missouri
$461K -$36.9K -343 -7%
FA
613
Fermata Advisors
California
$458K +$21.7K +202 +5%
WANY
614
Wealthspire Advisors (New York)
New York
$453K -$22.9K -213 -5%
Koshinski Asset Management
615
Koshinski Asset Management
Illinois
$453K -$17.3K -161 -4%
FA
616
Fiducient Advisors
Illinois
$452K -$675K -6,266 -60%
WFM
617
Wolff Financial Management
Michigan
$451K +$451K +4,185 New
BWL
618
Bogart Wealth LLC
Virginia
$449K -$9.47K -88 -2%
FLPIM
619
F.L. Putnam Investment Management
Massachusetts
$448K – – –
CWM
620
Cornerstone Wealth Management
Missouri
$448K -$7.97K -74 -2%
HA
621
Herold Advisors
New York
$447K +$447K +4,155 New
CA
622
Continuum Advisory
Idaho
$446K +$48.3K +488 +12%
HCMT
623
Highland Capital Management (Tennessee)
Tennessee
$444K – – –
BL
624
Balentine LLC
Georgia
$441K +$310K +2,877 +236%
FA
625
Flagstar Advisors
New York
$441K -$24.9K -231 -5%
23 24
25
26 27