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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 %
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$2.72B +$992M +9,697,657 +57%
Jones Financial Companies
2
Jones Financial Companies
Missouri
$765M -$13.7M -133,701 -2%
LPL Financial
3
LPL Financial
California
$675M +$223M +2,184,037 +49%
JPMorgan Chase & Co
4
JPMorgan Chase & Co
New York
$630M +$134M +1,311,286 +27%
AA
5
Axiom Advisory
California
$508M +$500M +4,889,935 +6,314%
Morgan Stanley
6
Morgan Stanley
New York
$479M +$94M +918,525 +24%
Bank of America
7
Bank of America
North Carolina
$451M +$71.3M +697,300 +19%
Envestnet Portfolio Solutions
8
Envestnet Portfolio Solutions
Illinois
$383M +$145M +1,416,067 +61%
BlackRock
9
BlackRock
New York
$340M +$141M +1,375,460 +71%
Carson Wealth (CWM LLC)
10
Carson Wealth (CWM LLC)
Nebraska
$283M +$99.6M +973,742 +54%
PAS
11
Park Avenue Securities
New York
$272M +$98.8M +965,407 +57%
MML Investors Services
12
MML Investors Services
Massachusetts
$183M +$56.1M +548,745 +44%
US Bancorp
13
US Bancorp
Minnesota
$181M +$13M +127,128 +8%
Cetera Investment Advisers
14
Cetera Investment Advisers
Illinois
$158M +$50M +489,230 +46%
Janney Montgomery Scott
15
Janney Montgomery Scott
Pennsylvania
$153M +$56.6M +552,925 +59%
OIA
16
OneDigital Investment Advisors
Kansas
$139M +$71.5M +699,090 +106%
Ameriprise
17
Ameriprise
Minnesota
$138M +$30.8M +302,720 +29%
Wells Fargo
18
Wells Fargo
California
$136M -$2.58M -25,209 -2%
Bank of New York Mellon
19
Bank of New York Mellon
New York
$128M +$40.6M +397,235 +47%
PNC Financial Services Group
20
PNC Financial Services Group
Pennsylvania
$127M -$6.36M -62,210 -5%
FWI
21
Facet Wealth Inc
Maryland
$126M +$14.6M +143,661 +13%
Fidelity Investments
22
Fidelity Investments
Massachusetts
$111M -$1.6M -15,641 -1%
UBS Group
23
UBS Group
Switzerland
$103M +$4.7M +45,922 +5%
JC
24
JB Capital
Connecticut
$84.2M +$35.1M +343,387 +72%
Commonwealth Equity Services
25
Commonwealth Equity Services
Massachusetts
$83.4M +$22.4M +219,023 +37%
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