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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 %
KFI
151
Key Financial Inc
Pennsylvania
$9.05M -$377K -3,690 -4%
FHA
152
First Horizon Advisors
Tennessee
$8.87M +$3.48M +34,034 +65%
ASN
153
Advisory Services Network
Georgia
$8.83M +$2.79M +27,232 +46%
AR
154
Apeiron RIA
Texas
$8.64M +$1.81M +17,665 +26%
CWM
155
Cranbrook Wealth Management
Michigan
$8.61M -$324K -3,171 -4%
Franklin Resources
156
Franklin Resources
California
$8.55M -$274K -2,682 -3%
MGWM
157
Marks Group Wealth Management
Minnesota
$8.52M +$3.28M +32,079 +63%
JIC
158
Johnson Investment Counsel
Ohio
$8.36M +$619K +6,052 +8%
CCFM
159
Clear Creek Financial Management
Washington
$8.2M +$1.21M +11,820 +17%
BHWM
160
Bay Harbor Wealth Management
Maryland
$8.16M +$3.21M +31,422 +65%
PCG
161
Prosperity Consulting Group
Maryland
$8.07M -$73.6K -719 -0.9%
KPWS
162
Kestra Private Wealth Services
Texas
$8.04M +$404K +3,951 +5%
PFP
163
Pinnacle Financial Partners
Tennessee
$8.01M +$692K +6,765 +9%
AIA
164
Alera Investment Advisors
Illinois
$7.94M -$13.4M -131,415 -63%
OP
165
ORG Partners
Indiana
$7.92M +$7.92M +77,547 New
SL
166
SWMG LLC
Texas
$7.82M +$3.01M +29,386 +62%
LPAM
167
Lodestar Private Asset Management
California
$7.82M +$816K +7,981 +12%
JFGIW
168
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$7.74M -$510K -4,987 -6%
FFN
169
Focus Financial Network
Minnesota
$7.73M +$2.04M +19,600 +36%
RIA
170
Regal Investment Advisors
Michigan
$7.53M +$2.57M +25,132 +52%
WWA
171
WCG Wealth Advisors
Nevada
$7.4M +$3.53M +34,491 +91%
CAM
172
Cobblestone Asset Management
Virginia
$7.36M +$2.56M +25,057 +53%
Citigroup
173
Citigroup
New York
$7.34M +$604K +5,905 +9%
KCM
174
KM Capital Management
Texas
$7.33M +$154K +1,501 +2%
CPCP
175
Cedar Point Capital Partners
Iowa
$7.32M +$21.8K +213 +0.3%
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