EFG icon

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 %
PFA
101
Pettinga Financial Advisors
Indiana
$16.9M -$2.26M -20,970 -12%
FA
102
Fountainhead AM
New Jersey
$16.8M +$1.08M +10,035 +7%
SWC
103
Spectrum Wealth Counsel
Indiana
$16.7M +$25.3K +235 +0.2%
Wealth Enhancement Advisory Services
104
Wealth Enhancement Advisory Services
Minnesota
$16.5M -$312K -2,894 -2%
OWA
105
One Wealth Advisors
California
$16.4M -$1.09M -10,139 -6%
ACA
106
Affinity Capital Advisors
California
$16.1M +$638K +5,929 +4%
I
107
INVST
Indiana
$15.9M -$10.2M -94,586 -39%
GT
108
Greenleaf Trust
Michigan
$15.8M +$314K +2,920 +2%
FTUS
109
Flow Traders U.S.
New York
$15.8M +$10.3M +96,075 +191%
SP
110
Stonebrook Private
Michigan
$15.5M +$3.63M +33,703 +30%
PWA
111
Physician Wealth Advisors
Utah
$15.4M -$388K -3,716 -2%
WA
112
Waverly Advisors
Alabama
$15.1M +$3.03M +28,104 +25%
SCA
113
STALEY CAPITAL ADVISERS
Pennsylvania
$14.9M +$309K +2,875 +2%
SA
114
Scarborough Advisors
Maryland
$14.7M +$14.7M +136,780 New
WAM
115
Wakefield Asset Management
Colorado
$14.6M -$42.1K -391 -0.3%
IWM
116
IHT Wealth Management
Illinois
$14.2M +$4.25M +39,473 +43%
KWM
117
Keebeck Wealth Management
Illinois
$14M -$521K -4,838 -4%
KFSC
118
Keystone Financial Services (Colorado)
Colorado
$14M -$1.39M -12,908 -9%
Susquehanna International Group
119
Susquehanna International Group
Pennsylvania
$13.9M +$13.9M +129,409 New
RWP
120
RWA Wealth Partners
Massachusetts
$13.9M -$6.22M -57,806 -31%
PWM
121
Perigon Wealth Management
California
$13.9M +$636K +5,911 +5%
William Blair & Company
122
William Blair & Company
Illinois
$13.7M -$410K -3,804 -3%
CCA
123
Checchi Capital Advisers
California
$13.5M -$265K -2,464 -2%
T
124
TNF
Montana
$13.2M -$112K -1,094 -0.8%
SPIA
125
Steward Partners Investment Advisory
New York
$13.1M -$668K -6,203 -5%
3 4
5
6 7