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iShares MSCI EAFE Growth ETF
EFG

Overview Fund Activity

866 hedge funds and large institutions have $13.8B invested in iShares MSCI EAFE Growth ETF in 2024 Q2 according to their latest regulatory filings, with 87 funds opening new positions, 445 increasing their positions, 219 reducing their positions, and 56 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
866
Holders Change
+19
Holders Change %
+2.24%
% of All Funds
12.6%
Holding in Top 10
80
Holding in Top 10 Change
+13
Holding in Top 10 Change %
+19.4%
% of All Funds
1.16%
New
87
Increased
445
Reduced
219
Closed
56
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Envestnet Asset Management
Envestnet Asset Management
Illinois
$2.72B
2
AA
Axiom Advisory
California
$508M
3
LPL Financial
LPL Financial
California
$675M
4
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions
Illinois
$383M
5
BlackRock
BlackRock
New York
$340M

Top Sellers

1
SAG
SageView Advisory Group
California
$0
2
Jane Street
Jane Street
New York
$448K
3
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$25.7M
4
Citadel Advisors
Citadel Advisors
Florida
$639K
5
Susquehanna International Group
Susquehanna International Group
Pennsylvania
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
AWS
51
Atria Wealth Solutions
New York
$38.8M +$12.2M +119,028 +46%
KIM
52
Kestra Investment Management
Texas
$38.6M +$38.6M +377,751 New
RJA
53
Raymond James & Associates
Florida
$36.7M +$1.39M +13,617 +4%
AI
54
Atria Investments
North Carolina
$35.6M +$13.4M +131,413 +61%
HB
55
HTLF Bank
Colorado
$35.4M +$199K +1,943 +0.6%
AWMS
56
Advocacy Wealth Management Services
Georgia
$35.1M +$22.4M +219,384 +178%
TIAA Trust, National Association
57
TIAA Trust, National Association
North Carolina
$34.2M +$6.07M +59,340 +22%
CSPIA
58
Cary Street Partners Investment Advisory
Virginia
$31.8M -$1.28M -12,477 -4%
PLFA
59
Pacific Life Fund Advisors
California
$30.9M +$30.9M +301,715 New
BF
60
BOK Financial
Oklahoma
$30.5M +$98.3K +961 +0.3%
Cambridge Investment Research Advisors
61
Cambridge Investment Research Advisors
Iowa
$30.4M +$8.79M +85,916 +41%
IWA
62
Icon Wealth Advisors
Texas
$29.4M +$7.07M +68,429 +32%
Corient Private Wealth
63
Corient Private Wealth
Florida
$29M -$1.24M -12,099 -4%
OWA
64
Octavia Wealth Advisors
Ohio
$28.7M +$1.09M +10,671 +4%
MCWS
65
McKinley Carter Wealth Services
West Virginia
$28.5M +$485K +4,739 +2%
Prudential Financial
66
Prudential Financial
New Jersey
$27.8M +$7.57M +73,982 +37%
CCWM
67
Cassaday & Co Wealth Management
Virginia
$27.7M -$489K -4,780 -2%
Bank of Montreal
68
Bank of Montreal
Ontario, Canada
$26M +$5.37M +52,037 +26%
Royal Bank of Canada
69
Royal Bank of Canada
Ontario, Canada
$25.7M -$24.8M -242,522 -49%
NB
70
NBT Bank
New York
$25.5M -$166K -1,620 -0.6%
MC
71
McMorgan & Co
California
$25.3M -$4.51M -44,050 -15%
BRWA
72
B. Riley Wealth Advisors
Florida
$25M -$5.26M -51,439 -17%
I
73
INVST
Indiana
$24.8M +$12.1M +118,386 +95%
CP
74
Covenant Partners
Tennessee
$24.5M -$1.86M -18,186 -7%
HighTower Advisors
75
HighTower Advisors
Illinois
$24.1M +$1.44M +14,073 +6%
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