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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
$89.9M
2
SA
Sanctuary Advisors
Indiana
$114M
3
AA
Axiom Advisory
California
$563M
4
EB
Eastern Bank
Massachusetts
$45.3M
5
TIAA Trust, National Association
TIAA Trust, National Association
North Carolina
$75.8M

Top Sellers

1
SWM
Scissortail Wealth Management
Oklahoma
$4.22M
2
Envestnet Asset Management
Envestnet Asset Management
Illinois
$2.71B
3
BlackRock
BlackRock
New York
$252M
4
SFC
Strategic Financial Concepts
Texas
$503K
5
LPL Financial
LPL Financial
California
$676M
Name Holding Trade Value Shares
Change 		Shares
Change %
AAS
51
Avantax Advisory Services
Texas
$41.7M +$322K +2,990 +0.8%
EWA
52
EP Wealth Advisors
California
$40.6M -$3.69M -34,287 -8%
Truist Financial
53
Truist Financial
North Carolina
$40.2M -$7.67M -71,260 -16%
KAS
54
Kestra Advisory Services
Texas
$40M -$9.27M -86,089 -19%
AWS
55
Atria Wealth Solutions
New York
$39.8M -$1.03M -9,613 -3%
RJA
56
Raymond James & Associates
Florida
$38.1M -$517K -4,799 -1%
HB
57
HTLF Bank
Colorado
$37.5M +$208K +1,929 +0.6%
CSPIA
58
Cary Street Partners Investment Advisory
Virginia
$34.9M +$1.38M +12,853 +4%
AI
59
Atria Investments
North Carolina
$34.3M -$3.08M -28,579 -8%
MCWS
60
McKinley Carter Wealth Services
West Virginia
$34M +$4M +37,143 +13%
OWA
61
Octavia Wealth Advisors
Ohio
$32.3M +$2.11M +19,643 +7%
AWMS
62
Advocacy Wealth Management Services
Georgia
$32.2M -$4.75M -44,168 -13%
Cambridge Investment Research Advisors
63
Cambridge Investment Research Advisors
Iowa
$31.8M -$183K -1,696 -0.6%
Royal Bank of Canada
64
Royal Bank of Canada
Ontario, Canada
$31.5M +$4.39M +40,811 +16%
IWA
65
Icon Wealth Advisors
Texas
$31.2M +$591K +5,490 +2%
BF
66
BOK Financial
Oklahoma
$31M -$427K -4,042 -1%
CW
67
CreativeOne Wealth
Kansas
$30M +$8.61M +79,979 +40%
Corient Private Wealth
68
Corient Private Wealth
Florida
$29.6M -$872K -8,101 -3%
NB
69
NBT Bank
New York
$28.2M +$1.34M +12,471 +5%
Prudential Financial
70
Prudential Financial
New Jersey
$28M -$1.23M -11,462 -4%
Bank of Montreal
71
Bank of Montreal
Ontario, Canada
$27.4M +$195K +1,805 +0.7%
MC
72
McMorgan & Co
California
$25.8M -$804K -7,471 -3%
Mercer Global Advisors
73
Mercer Global Advisors
Colorado
$25.8M +$1.06M +9,982 +4%
CAPTRUST Financial Advisors
74
CAPTRUST Financial Advisors
North Carolina
$25.5M +$431K +4,006 +2%
MPW
75
MA Private Wealth
California
$25.3M +$490K +4,556 +2%
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