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
+$89.5M
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 %
SWP
176
Stratos Wealth Partners
Ohio
$8.12M +$7.01M +65,073 +627%
JFGIW
177
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$8.11M -$36.2K -336 -0.4%
FAM
178
Forte Asset Management
New York
$8.02M +$365K +3,392 +5%
MGWM
179
Marks Group Wealth Management
Minnesota
$7.92M -$1.04M -9,642 -12%
WWA
180
WCG Wealth Advisors
Nevada
$7.82M +$28.2K +262 +0.4%
FFN
181
Focus Financial Network
Minnesota
$7.81M -$172K -1,594 -2%
Creative Planning
182
Creative Planning
Kansas
$7.74M +$95.7K +889 +1%
Citigroup
183
Citigroup
New York
$7.73M +$2.05K +19 +0%
EH
184
Equitable Holdings
New York
$7.72M +$369K +3,430 +5%
CPCP
185
Cedar Point Capital Partners
Iowa
$7.72M +$14K +130 +0.2%
CL
186
Choreo LLC
Illinois
$7.6M +$196K +1,832 +3%
VHAM
187
Van Hulzen Asset Management
California
$7.53M +$254K +2,359 +3%
KFG
188
Kingdom Financial Group
Arizona
$7.45M +$95.2K +884 +1%
CWM
189
Certus Wealth Management
California
$7.4M +$62.3K +579 +0.8%
Northern Trust
190
Northern Trust
Illinois
$7.4M -$169K -1,573 -2%
KCM
191
KM Capital Management
Texas
$7.18M -$531K -4,932 -7%
TWM
192
Tanglewood Wealth Management
Texas
$7.15M -$82.5K -766 -1%
MIS
193
Morningstar Investment Services
Illinois
$7.14M +$1.77M +16,418 +33%
BFPW
194
BOK Financial Private Wealth
Colorado
$7.12M -$472K -4,383 -6%
AIA
195
Alera Investment Advisors
Illinois
$7.1M -$1.25M -11,625 -15%
LL
196
LWMG LLC
Minnesota
$7.09M +$840K +7,803 +13%
CAM
197
Cobblestone Asset Management
Virginia
$7.04M -$708K -6,574 -9%
TC
198
TownSquare Capital
Utah
$6.96M -$267K -2,477 -4%
LA
199
Lane & Associates
New Jersey
$6.9M +$1.27M +11,808 +23%
SWA
200
Stratos Wealth Advisors
Ohio
$6.82M +$367K +3,410 +6%
6 7
8
9 10