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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 %
AIA
751
Arcadia Investment Advisors
Idaho
$220K – – –
BWP
752
BSW Wealth Partners
Colorado
$219K – – –
LFAS
753
Level Four Advisory Services
Texas
$217K +$217K +2,149 New
Lido Advisors
754
Lido Advisors
California
$215K -$9.91K -92 -4%
Vanguard Group
755
Vanguard Group
Pennsylvania
$214K +$214K +1,989 New
GFPC
756
Global Financial Private Client
Florida
$214K -$24.8K -230 -10%
SC
757
Scotia Capital
Ontario, Canada
$214K – – –
PMFA
758
Plante Moran Financial Advisors
Michigan
$213K – – –
AAG
759
Armstrong Advisory Group
Massachusetts
$212K – – –
NCG
760
Newport Capital Group
New Jersey
$209K +$209K +1,943 New
APW
761
Axim Planning & Wealth
Ohio
$209K +$209K +1,943 New
CNBT
762
Canandaigua National Bank & Trust
New York
$209K +$209K +1,940 New
MSA
763
Marino Stram & Associates
Massachusetts
$207K +$207K +1,922 New
HPM
764
Hudson Portfolio Management
New York
$206K +$206K +1,915 New
CCA
765
Criterion Capital Advisors
Tennessee
$206K – – –
SRWM
766
Shira Ridge Wealth Management
California
$205K +$205K +1,906 New
AL
767
Aspiriant LLC
California
$205K +$205K +1,904 New
NFP
768
NorthLanding Financial Partners
New York
$205K +$205K +1,900 New
FFC
769
First Financial Corp
Indiana
$200K -$35.5K -330 -15%
WCFA
770
Walkner Condon Financial Advisors
Wisconsin
$200K +$200K +1,859 New
PWA
771
Provenance Wealth Advisors
Florida
$192K -$38.1K -354 -17%
FFA
772
Founders Financial Alliance
North Carolina
$191K +$3.77K +35 +2%
CAS
773
Coppell Advisory Solutions
Texas
$191K -$85.5K -792 -31%
PA
774
Pineridge Advisors
Missouri
$180K -$5.06K -47 -3%
OWP
775
ORG Wealth Partners
Texas
$179K +$179K +1,663 New
29 30
31
32 33