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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 %
FMII
651
Farmers & Merchants Investments Inc
Nebraska
$389K +$10.2K +95 +3%
ACA
652
Aspire Capital Advisors
Washington
$386K – – –
FTS
653
Fifth Third Securities
Ohio
$377K – – –
FCP
654
Fidelis Capital Partners
Florida
$377K – – –
AWM
655
Accurate Wealth Management
Florida
$374K +$374K +3,585 New
NFC
656
Northeast Financial Consultants
Connecticut
$373K – – –
AWM
657
Able Wealth Management
New Jersey
$372K -$164K -1,524 -31%
EAM
658
Evanson Asset Management
California
$369K – – –
VAMG
659
Voisard Asset Management Group
Michigan
$367K +$367K +3,413 New
HFO
660
Heritage Family Offices
Arizona
$367K +$41K +381 +13%
CWM
661
Connecticut Wealth Management
Connecticut
$365K +$12.3K +114 +3%
NRC
662
New Republic Capital
North Carolina
$358K -$31.3K -291 -8%
KA
663
Kovack Advisors
Florida
$358K +$102K +951 +40%
FIM
664
Freedom Investment Management
Connecticut
$357K +$5.28K +49 +2%
FCA
665
FinTrust Capital Advisors
South Carolina
$355K -$69.4K -645 -16%
WA
666
Westfuller Advisors
New York
$354K +$354K +3,292 New
BA
667
Bristlecone Advisors
Washington
$354K – – –
LWANC
668
Laurel Wealth Advisors (North Carolina)
North Carolina
$352K – – –
TAM
669
Tocqueville Asset Management
New York
$351K -$192K -1,785 -35%
TP
670
Tranquility Partners
Tennessee
$348K -$77.1K -716 -18%
FBB
671
Fulton Breakefield Broenniman
Maryland
$343K – – –
AWM
672
Aprio Wealth Management
Georgia
$343K -$14.5K -135 -4%
FCA
673
FLC Capital Advisors
California
$339K – – –
AF
674
Allworth Financial
California
$333K -$251K -2,333 -43%
FA
675
FSA Advisors
Michigan
$332K +$127K +1,240 +62%
25 26
27
28 29