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iShares MSCI EAFE Growth ETF
EFG

Overview Fund Activity

847 hedge funds and large institutions have $10.8B invested in iShares MSCI EAFE Growth ETF in 2024 Q1 according to their latest regulatory filings, with 70 funds opening new positions, 341 increasing their positions, 305 reducing their positions, and 48 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
847
Holders Change
+5
Holders Change %
+0.59%
% of All Funds
12.28%
Holding in Top 10
67
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-6.94%
% of All Funds
0.97%
New
70
Increased
341
Reduced
305
Closed
48
Calls
$1K
Puts
–
Net Calls
+$1K
Net Calls Change
+$1K

Top Buyers

1
SAG
SageView Advisory Group
California
+$273M
2
Jane Street
Jane Street
New York
+$130M
3
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$87.9M
4
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC)
Nebraska
+$76.7M
5
Cetera Investment Advisers
Cetera Investment Advisers
Illinois
+$57M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
-$371M
2
Osaic Holdings
Osaic Holdings
Arizona
-$128M
3
Jones Financial Companies
Jones Financial Companies
Missouri
-$80.6M
4
AWM
AE Wealth Management
Kansas
-$47.9M
5
FGAM
Financial Gravity Asset Management
Texas
-$28.2M
Name Holding Trade Value Shares
Change 		Shares
Change %
CCM
226
Condor Capital Management
New Jersey
$4.81M -$53.6K -516 -1%
W
227
Wealthquest
Ohio
$4.81M -$166K -1,595 -3%
OWMIAS
228
One Wealth Management Investment & Advisory Services
Florida
$4.71M +$416K +4,006 +10%
SWM
229
Spire Wealth Management
Virginia
$4.67M +$134K +1,287 +3%
PWPS
230
Pinnacle Wealth Planning Services
Ohio
$4.65M +$103K +993 +2%
RSWM
231
Robertson Stephens Wealth Management
California
$4.58M -$961K -9,257 -17%
CC
232
Courier Capital
New York
$4.53M +$334K +3,221 +8%
FFWA
233
Forthright Family Wealth Advisory
Texas
$4.52M +$213K +2,049 +5%
SWA
234
Stratos Wealth Advisors
Ohio
$4.51M +$438K +4,216 +11%
VA
235
Valmark Advisers
Ohio
$4.46M -$70.5K -679 -2%
DWT
236
Dorsey & Whitney Trust
South Dakota
$4.38M – – –
SWA
237
SOA Wealth Advisors
New York
$4.38M +$40.6K +391 +0.9%
DWM
238
Dynasty Wealth Management
Florida
$4.37M +$4.37M +42,086 New
HG
239
Harbor Group
New Hampshire
$4.35M -$86.5K -833 -2%
JFA
240
JNBA Financial Advisors
Minnesota
$4.33M -$267K -2,570 -6%
FPF
241
First Pacific Financial
Washington
$4.28M -$520K -5,011 -11%
HPM
242
Hoxton Planning & Management
West Virginia
$4.27M +$131K +1,262 +3%
OFG
243
Omega Financial Group
California
$4.23M -$55.9K -539 -1%
Legacy Financial Group (Iowa)
244
Legacy Financial Group (Iowa)
Iowa
$4.22M +$4M +38,570 +1,854%
QWP
245
Quotient Wealth Partners
Texas
$4.21M -$1.89M -18,169 -31%
NPF
246
Norris Perne & French
Michigan
$4.14M -$33.9K -327 -0.8%
WAL
247
W Advisors LLC
Tennessee
$4.13M -$13.1K -126 -0.3%
SWM
248
SigFig Wealth Management
California
$4.1M +$271K +2,608 +7%
JSW
249
Journey Strategic Wealth
New Jersey
$4.01M +$368K +3,542 +10%
SFP
250
Sterling Financial Planning
New Jersey
$3.99M -$30.8K -297 -0.8%
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