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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 %
FAM
826
Family Asset Management
South Carolina
$10.2K – – –
ST
827
Smithfield Trust
Pennsylvania
$10K +$10K +100 New
BLC
828
Brown, Lisle/Cummings
Rhode Island
$8.9K – – –
FDCP
829
Foster Dykema Cabot & Partners
Massachusetts
$8.59K – – –
DFA
830
DHJJ Financial Advisors
Illinois
$8.08K – – –
TCM
831
Tanaka Capital Management
New York
$8K – – –
SIC
832
Salem Investment Counselors
North Carolina
$7.47K -$6.04K -59 -45%
BCWM
833
Bartlett & Co Wealth Management
Ohio
$7.37K – – –
CP
834
Castleview Partners
Texas
$7.16K – – –
TAM
835
Townsend Asset Management
North Carolina
$6.54K +$102 +1 +2%
BBPWM
836
Blue Bell Private Wealth Management
Pennsylvania
$6.24K – – –
MWA
837
MFA Wealth Advisors
Pennsylvania
$5.63K +$5.63K +55 New
CIAS
838
Capital Investment Advisory Services
North Carolina
$4.71K – – –
CA
839
Crewe Advisors
Utah
$4.71K +$1.23K +12 +35%
VCM
840
Versant Capital Management
Arizona
$4.4K – – –
FIA
841
FPC Investment Advisory
California
$3.96K +$3.96K +38 New
BHWM
842
Beaird Harris Wealth Management
Texas
$3.89K +$3.89K +38 New
CWP
843
Concord Wealth Partners
Virginia
$3.68K -$6.45K -63 -64%
CSC
844
Caldwell Sutter Capital
California
$3.58K – – –
NMG
845
New Millennium Group
Utah
$3.58K +$3.58K +35 New
DJSG
846
D.J. St. Germain
Massachusetts
$3.48K +$3.48K +34 New
CTWM
847
Cherry Tree Wealth Management
Minnesota
$3.17K – – –
SN
848
Sittner & Nelson
Oregon
$3.07K – – –
AA
849
AlphaMark Advisors
Kentucky
$3K +$3K +25 New
EWM
850
Evermay Wealth Management
Virginia
$2.76K – – –
32 33
34
35 36