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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 %
CAM
126
Cresset Asset Management
Illinois
$11.5M +$133K +1,300 +1%
WA
127
Waverly Advisors
Alabama
$11.5M +$6.43M +62,815 +126%
RW
128
Regimen Wealth
Georgia
$11.5M +$121K +1,183 +1%
LWA
129
Lineweaver Wealth Advisors
Ohio
$11.5M +$71.9K +703 +0.6%
SP
130
Stonebrook Private
Michigan
$11.3M +$1.92M +18,720 +20%
SXL
131
Summit X LLC
Missouri
$11.3M +$4.62M +45,094 +70%
KOC
132
Koss-Olinger Consulting
Florida
$11.1M +$11.1M +108,166 New
PFG
133
PAX Financial Group
Texas
$11M +$4.02M +39,294 +57%
MGIA
134
Moneta Group Investment Advisors
Missouri
$11M -$958K -9,367 -8%
GC
135
Gratus Capital
Georgia
$10.8M +$422K +4,126 +4%
BTI
136
Blue Trust Inc
Georgia
$10.8M – – –
BCM
137
Brookstone Capital Management
Illinois
$10.5M +$4.07M +39,053 +63%
CFGS
138
Concourse Financial Group Securities
Alabama
$10.3M +$3.56M +34,754 +53%
MW
139
Maia Wealth
Colorado
$9.9M +$9.9M +94,003 New
MCCA
140
Mill Creek Capital Advisors
Pennsylvania
$9.79M -$2.5M -24,395 -20%
TF
141
Trek Financial
Arizona
$9.72M +$3.5M +34,249 +56%
SCA
142
Snowden Capital Advisors
New York
$9.65M +$3.49M +34,135 +57%
FLA
143
Financial Life Advisors
Texas
$9.59M +$251K +2,454 +3%
SL
144
Sentinus LLC
Illinois
$9.58M +$3.99M +39,043 +71%
IWM
145
IHT Wealth Management
Illinois
$9.46M +$8.38M +81,881 +770%
WPW
146
Watershed Private Wealth
Illinois
$9.29M +$3.92M +38,362 +73%
EWM
147
Empirical Wealth Management
Washington
$9.21M +$926K +9,051 +11%
WP
148
WealthShield Partners
North Carolina
$9.2M +$3.15M +30,772 +52%
SW
149
Simplicity Wealth
New Jersey
$9.16M -$142K -1,391 -2%
NP
150
NorthRock Partners
Minnesota
$9.06M -$6.09M -59,529 -40%
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