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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 %
FMTCOCP
726
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$250K +$58.1K +539 +30%
PGFC
727
Peapack-Gladstone Financial Corp
New Jersey
$249K +$3.22K +30 +1%
Fifth Third Bancorp
728
Fifth Third Bancorp
Ohio
$248K +$166K +1,542 +202%
AWM
729
Avaii Wealth Management
Wisconsin
$247K -$646 -6 -0.3%
WB
730
WesBanco Bank
West Virginia
$246K -$8.83K -82 -3%
MSWM
731
McGlone Suttner Wealth Management
Wisconsin
$245K -$258K -2,393 -51%
RFA
732
Rollins Financial Advisors
New York
$244K -$5.49K -51 -2%
Financial Engines Advisors
733
Financial Engines Advisors
California
$243K -$19.7K -183 -7%
SRC
734
Shufro Rose & Co
New York
$241K – – –
ES
735
Eagle Strategies
New York
$241K +$861 +8 +0.4%
TMWM
736
Taylor & Morgan Wealth Management
Michigan
$241K – – –
HIP
737
HUB Investment Partners
Texas
$239K – – –
SHF
738
Stage Harbor Financial
Massachusetts
$235K – – –
WLIM
739
White Lighthouse Investment Management
Massachusetts
$234K +$861 +8 +0.4%
RFC
740
Regions Financial Corp
Alabama
$233K +$233K +2,161 New
DIM
741
Delta Investment Management
California
$232K -$323 -3 -0.1%
CFS
742
CRA Financial Services
New Jersey
$229K -$15.2K -141 -6%
NCM
743
Neumann Capital Management
California
$229K – – –
BAM
744
Belpointe Asset Management
Nevada
$229K -$452K -4,201 -66%
FCA
745
Fortis Capital Advisors
Kansas
$229K +$229K +2,123 New
SW
746
SMART Wealth
Nebraska
$228K +$228K +2,118 New
BTWM
747
Baker Tilly Wealth Management
Wisconsin
$226K -$61.3K -569 -21%
CFP
748
Catalyst Financial Partners
Massachusetts
$225K +$225K +2,089 New
FA
749
FF Advisors
California
$224K – – –
WHCI
750
W.H. Cornerstone Investments
Massachusetts
$223K -$472K -4,379 -68%
28 29
30
31 32