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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 %
Comerica Bank
201
Comerica Bank
Texas
$6.79M -$218K -2,029 -3%
HBS
202
Howard Bailey Securities
Indiana
$6.71M +$6.71M +62,375 New
SWM
203
SigFig Wealth Management
California
$6.67M -$311K -2,881 -4%
OPPS
204
Obsidian Personal Planning Solutions
Maryland
$6.64M +$931K +9,230 +16%
CB
205
Commerce Bank
Missouri
$6.59M -$11.5M -106,692 -64%
MYIA
206
Mount Yale Investment Advisors
Colorado
$6.49M -$500K -4,641 -7%
NP
207
NorthRock Partners
Minnesota
$6.46M -$3.07M -28,556 -32%
CC
208
Courier Capital
New York
$6.45M +$897K +8,335 +16%
JRP
209
Jasper Ridge Partners
California
$6.39M – – –
AR
210
Apeiron RIA
Texas
$6.34M -$2.75M -25,552 -30%
NHC
211
Nicholas Hoffman & Company
Georgia
$6.21M -$308K -2,865 -5%
TVM
212
True Vision MN
Minnesota
$6.06M -$152K -1,413 -2%
1WM
213
1900 Wealth Management
Texas
$6.03M -$1.39M -12,879 -19%
MFA
214
Mayflower Financial Advisors
Massachusetts
$5.96M -$201K -1,863 -3%
KCM
215
Kathmere Capital Management
Pennsylvania
$5.93M -$106K -984 -2%
C1AG
216
Client 1st Advisory Group
Florida
$5.86M +$182K +1,691 +3%
GIS
217
Grayhawk Investment Strategies
Alberta, Canada
$5.84M +$5.84M +54,250 New
AWM
218
Apollon Wealth Management
South Carolina
$5.78M +$392K +3,640 +7%
W
219
Wealthquest
Ohio
$5.77M +$518K +4,847 +10%
GT
220
Glenmede Trust
Pennsylvania
$5.77M -$370K -3,436 -6%
Legacy Financial Group (Iowa)
221
Legacy Financial Group (Iowa)
Iowa
$5.72M +$1.16M +10,731 +25%
SPAS
222
Spectrum Planning & Advisory Services
California
$5.72M +$174K +1,619 +3%
MFS
223
Madrona Financial Services
Washington
$5.7M +$144K +1,342 +3%
BJL
224
Brighton Jones LLC
Washington
$5.68M -$121K -1,128 -2%
HPM
225
Hoxton Planning & Management
West Virginia
$5.52M -$322K -2,991 -6%
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