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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
+$89.5M
2
SA
Sanctuary Advisors
Indiana
+$48.7M
3
AA
Axiom Advisory
California
+$47.3M
4
EB
Eastern Bank
Massachusetts
+$45.3M
5
TIAA Trust, National Association
TIAA Trust, National Association
North Carolina
+$39.9M

Top Sellers

1
SWM
Scissortail Wealth Management
Oklahoma
-$268M
2
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$154M
3
BlackRock
BlackRock
New York
-$105M
4
SFC
Strategic Financial Concepts
Texas
-$51M
5
LPL Financial
LPL Financial
California
-$34.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
SCA
151
Snowden Capital Advisors
New York
$9.64M -$513K -4,762 -5%
JIC
152
Johnson Investment Counsel
Ohio
$9.46M +$667K +6,197 +8%
WPW
153
Watershed Private Wealth
Illinois
$9.45M -$326K -3,024 -3%
P
154
&Partners
Tennessee
$9.41M +$7.08M +65,190 +304%
TF
155
Trek Financial
Arizona
$9.38M -$845K -7,852 -8%
RIA
156
Regal Investment Advisors
Michigan
$9.35M +$1.43M +13,267 +18%
FHA
157
First Horizon Advisors
Tennessee
$9.33M -$2.05K -19 -0%
WP
158
WealthShield Partners
North Carolina
$9.25M -$427K -3,968 -4%
KFI
159
Key Financial Inc
Pennsylvania
$9.16M -$357K -3,319 -4%
PCG
160
Prosperity Consulting Group
Maryland
$8.97M +$475K +4,415 +6%
LPAM
161
Lodestar Private Asset Management
California
$8.95M +$727K +6,752 +9%
PFP
162
Pinnacle Financial Partners
Tennessee
$8.93M +$494K +4,593 +6%
SCM
163
Sterling Capital Management
North Carolina
$8.83M +$8.83M +82,050 New
ASN
164
Advisory Services Network
Georgia
$8.83M – – –
CWM
165
Cranbrook Wealth Management
Michigan
$8.78M -$280K -2,603 -3%
SW
166
Simplicity Wealth
New Jersey
$8.6M -$1.04M -9,657 -11%
CCFM
167
Clear Creek Financial Management
Washington
$8.59M -$41.6K -386 -0.5%
BHWM
168
Bay Harbor Wealth Management
Maryland
$8.51M -$71.6K -665 -0.8%
ML
169
McAdam LLC
Pennsylvania
$8.46M +$8.46M +78,567 New
OP
170
ORG Partners
Indiana
$8.38M +$36K +334 +0.4%
EL
171
EQ LLC
Washington
$8.38M +$791K +7,352 +10%
FFWA
172
Forthright Family Wealth Advisory
Texas
$8.3M +$3.44M +33,326 +71%
MFG
173
Merit Financial Group
Georgia
$8.29M -$8.93M -82,961 -52%
Franklin Resources
174
Franklin Resources
California
$8.27M -$637K -5,977 -7%
SL
175
SWMG LLC
Texas
$8.13M +$559K +5,640 +7%
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