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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 %
JWA
776
JFS Wealth Advisors
Pennsylvania
$176K – – –
GJIA
777
Glass Jacobson Investment Advisors
Maryland
$175K -$3.55K -33 -2%
SMA
778
Sage Mountain Advisors
Georgia
$169K – – –
MPCG
779
Matrix Private Capital Group
New York
$168K +$10.8K +100 +7%
AT
780
Arlington Trust
Alabama
$167K – – –
HBW
781
Hazlett, Burt & Watson
West Virginia
$167K -$537 -5 -0.3%
CIBC Private Wealth Group
782
CIBC Private Wealth Group
Georgia
$161K -$60K -557 -27%
AA
783
Addison Advisors
Vermont
$150K -$5.92K -55 -4%
WB
784
Webster Bank
Connecticut
$139K – – –
Bessemer Group
785
Bessemer Group
New Jersey
$133K – – –
ZB
786
Zions Bancorporation
Utah
$130K – – –
AWA
787
Authentikos Wealth Advisory
California
$127K +$127K +1,181 New
LCM
788
Logan Capital Management
Pennsylvania
$119K – – –
HDIM
789
Hanson & Doremus Investment Management
Vermont
$116K – – –
FGC
790
Financial Gravity Companies
Texas
$115K +$115K +1,069 New
MFT
791
Moisand Fitzgerald Tamayo
Florida
$114K – – –
SS
792
Sunbelt Securities
Texas
$111K – – –
BCMLT
793
Beacon Capital Management LLC (Tennessee)
Tennessee
$110K +$36.4K +338 +49%
AWM
794
Angeles Wealth Management
California
$105K – – –
PWS
795
Peterson Wealth Services
Utah
$103K +$103K +960 New
AWM
796
Avior Wealth Management
Nebraska
$103K -$17.8K -165 -15%
FCT
797
First Community Trust
Iowa
$101K +$101K +936 New
WWM
798
Wolff Wiese Magana
California
$101K – – –
WT
799
Whittier Trust
California
$96.9K – – –
TAM
800
Tucker Asset Management
Colorado
$95.2K -$51.1K -475 -35%
30 31
32
33 34