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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 %
LC
826
Lindbrook Capital
California
$39.3K +$39.3K +365 New
GWSG
827
GPS Wealth Strategies Group
Colorado
$34.9K +$19.9K +185 +133%
PFM
828
Phillips Financial Management
Indiana
$34.4K – – –
AIM
829
Anchor Investment Management
South Carolina
$32.4K – – –
PPC
830
Park Place Capital
Alabama
$32K – – –
BWP
831
Baldwin Wealth Partners
Massachusetts
$31.2K – – –
RWM
832
Ruedi Wealth Management
Illinois
$30.8K – – –
TSMHT
833
Thurston Springer Miller Herd & Titak
Indiana
$30K +$19.2K +178 +176%
VCM
834
Viewpoint Capital Management
Washington
$29.7K +$29.7K +275 New
AAP
835
Arax Advisory Partners
Colorado
$27.9K – – –
EWM
836
Evermay Wealth Management
Virginia
$27.1K +$24.2K +225 +833%
RTC
837
Riverview Trust Company
Washington
$26.7K – – –
WFA
838
Wells Financial Advisors
Massachusetts
$26.1K -$1.22M -11,358 -98%
TCOV
839
Trust Company of Vermont
Vermont
$25.7K +$25.7K +239 New
DCM
840
Davis Capital Management
Florida
$24.7K +$24.7K +229 New
FDCP
841
Foster Dykema Cabot & Partners
Massachusetts
$24.4K +$15.4K +143 +170%
GWANC
842
Guardian Wealth Advisors (North Carolina)
North Carolina
$22.6K – – –
ADL
843
Asset Dedication LLC
California
$21.9K +$3.98K +37 +22%
POIA
844
Pin Oak Investment Advisors
Texas
$21K – – –
RL
845
Rogco LP
Oklahoma
$20.2K -$17.1K -159 -46%
PCMC
846
Private Capital Management (Colorado)
Colorado
$19.4K – – –
EWM
847
EPG Wealth Management
Georgia
$19.2K +$19.2K +178 New
TF
848
Tompkins Financial
New York
$18K -$5.6K -52 -24%
W
849
WealthCollab
Washington
$17.8K – – –
WOSD
850
WFA of San Diego
California
$16.9K – – –
32 33
34
35 36