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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
$89.9M
2
SA
Sanctuary Advisors
Indiana
$114M
3
AA
Axiom Advisory
California
$563M
4
EB
Eastern Bank
Massachusetts
$45.3M
5
TIAA Trust, National Association
TIAA Trust, National Association
North Carolina
$75.8M

Top Sellers

1
SWM
Scissortail Wealth Management
Oklahoma
$4.22M
2
Envestnet Asset Management
Envestnet Asset Management
Illinois
$2.71B
3
BlackRock
BlackRock
New York
$252M
4
SFC
Strategic Financial Concepts
Texas
$503K
5
LPL Financial
LPL Financial
California
$676M
Name Holding Trade Value Shares
Change 		Shares
Change %
HighTower Advisors
76
HighTower Advisors
Illinois
$25.2M -$234K -2,172 -0.9%
CP
77
Covenant Partners
Tennessee
$24.9M -$874K -8,121 -3%
RJFSA
78
Raymond James Financial Services Advisors
Florida
$24.4M +$974K +9,044 +4%
CCWM
79
Cassaday & Co Wealth Management
Virginia
$23.9M -$5.23M -48,587 -18%
CCB
80
Country Club Bank
Missouri
$23.1M -$423K -3,921 -2%
CSWG
81
Cardinal Strategic Wealth Guidance
Kentucky
$22.8M -$940K -8,733 -4%
RFA
82
RTD Financial Advisors
Pennsylvania
$22.2M +$71.2K +661 +0.3%
BRWA
83
B. Riley Wealth Advisors
Florida
$21.7M -$4.31M -40,479 -17%
MWP
84
Meridian Wealth Partners
Pennsylvania
$21.5M +$21.5M +200,110 New
SHJ
85
Sharkey, Howes & Javer
Colorado
$21.2M -$1.51M -14,035 -7%
SHIM
86
Stone House Investment Management
Pennsylvania
$20.9M -$998K -9,274 -5%
HGWM
87
Horst & Graben Wealth Management
Oregon
$20.8M -$907K -8,429 -4%
SW
88
SteelPeak Wealth
California
$20.7M -$1.15M -10,653 -5%
HFA
89
High Falls Advisors
New York
$20.5M -$2.02M -18,736 -9%
Pathstone Holdings
90
Pathstone Holdings
New Jersey
$19.7M +$245K +2,275 +1%
Baird Financial Group
91
Baird Financial Group
Wisconsin
$19.3M +$3.88M +36,005 +25%
SB
92
Strategic Blueprint
Georgia
$19.2M -$170K -1,581 -0.9%
Natixis Advisors
93
Natixis Advisors
Massachusetts
$18.8M -$879K -8,168 -4%
WWG
94
West Wealth Group
California
$18.4M +$741K +6,887 +4%
FFA
95
Farther Finance Advisors
California
$18.2M +$2.19M +20,347 +14%
BCI
96
Brinker Capital Investments
Pennsylvania
$17.8M -$1.72M -15,953 -9%
OPS
97
Orion Portfolio Solutions
Nebraska
$17.8M -$1.72M -15,953 -9%
CWA
98
Consilio Wealth Advisors
Washington
$17.6M +$1.29M +12,024 +8%
SWM
99
Shakespeare Wealth Management
Wisconsin
$17.3M -$522K -4,845 -3%
BTI
100
Blue Trust Inc
Georgia
$17.2M +$6.63M +64,772 +62%
2 3
4
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