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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 %
CWS
126
Cypress Wealth Services
California
$13.1M -$491K -4,561 -4%
BFC
127
Bedel Financial Consulting
Indiana
$12.8M -$264K -2,449 -2%
LWA
128
Lineweaver Wealth Advisors
Ohio
$12.5M +$424K +3,939 +4%
OAP
129
One Advisory Partners
Kansas
$12.2M -$1.08M -10,027 -8%
CAM
130
Cresset Asset Management
Illinois
$12.1M -$10.6K -98 -0.1%
RW
131
Regimen Wealth
Georgia
$12.1M -$5.92K -55 -0%
PFG
132
PAX Financial Group
Texas
$11.9M +$338K +3,141 +3%
KOC
133
Koss-Olinger Consulting
Florida
$11.7M +$72.1K +670 +0.6%
EWM
134
Empirical Wealth Management
Washington
$11.6M +$1.94M +17,989 +20%
PPP
135
Private Portfolio Partners
New Jersey
$11.2M +$11.2M +104,278 New
MAM
136
MMA Asset Management
Pennsylvania
$11.1M +$4.96M +50,292 +81%
WA
137
Wealth Alliance
New York
$11M -$1.9M -17,617 -15%
KPWS
138
Kestra Private Wealth Services
Texas
$10.9M +$2.37M +21,957 +28%
TWM
139
TSA Wealth Management
Texas
$10.8M -$1.68M -15,611 -14%
PLFA
140
Pacific Life Fund Advisors
California
$10.7M -$21.8M -202,119 -67%
SXL
141
Summit X LLC
Missouri
$10.7M -$533K -5,208 -5%
BCM
142
Brookstone Capital Management
Illinois
$10.6M -$212K -1,972 -2%
FLA
143
Financial Life Advisors
Texas
$10.5M +$387K +3,592 +4%
MW
144
Maia Wealth
Colorado
$10.4M +$737K +7,181 +8%
RA
145
RFG Advisory
Alabama
$10.4M -$3.09M -28,736 -23%
MCCA
146
Mill Creek Capital Advisors
Pennsylvania
$10.3M – – –
SAI
147
Savvy Advisors Inc
New York
$10.2M +$6.63M +61,622 +186%
MGIA
148
Moneta Group Investment Advisors
Missouri
$10.1M -$1.43M -13,312 -12%
PAG
149
Private Advisor Group
New Jersey
$10M +$3.11M +28,891 +45%
CFGS
150
Concourse Financial Group Securities
Alabama
$9.94M -$893K -8,299 -8%
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