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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 %
WWA
251
WCG Wealth Advisors
Nevada
$3.93M +$1.95M +18,812 +99%
SC
252
Savant Capital
Illinois
$3.89M -$630K -6,066 -14%
MLA
253
My Legacy Advisors
Oregon
$3.89M +$359K +3,455 +10%
SWP
254
ShoreHaven Wealth Partners
New Jersey
$3.87M -$85.4K -823 -2%
SVWG
255
Shared Vision Wealth Group
United States
$3.85M -$364K -3,506 -9%
GWP
256
Gen-Wealth Partners
Michigan
$3.78M +$3.78M +36,454 New
APWM
257
Atlas Private Wealth Management
New York
$3.77M +$948K +9,134 +34%
FWP
258
Firethorn Wealth Partners
Georgia
$3.73M +$216K +2,085 +6%
LWM
259
Liberty Wealth Management
California
$3.73M +$3.73M +35,948 New
MFA
260
Mayflower Financial Advisors
Massachusetts
$3.72M +$439K +4,226 +13%
TVM
261
True Vision MN
Minnesota
$3.72M +$822K +8,222 +28%
AC
262
Avestar Capital
New York
$3.7M +$3.7M +35,694 New
PAMG
263
Patton Albertson Miller Group
Tennessee
$3.7M -$689K -6,643 -16%
PFBT
264
Parkside Financial Bank & Trust
Missouri
$3.67M +$147K +1,412 +4%
CAM
265
Crestone Asset Management
Colorado
$3.56M +$118K +1,136 +3%
AF
266
Affiance Financial
Minnesota
$3.55M -$525K -5,055 -13%
HNB
267
Huntington National Bank
Ohio
$3.52M -$3.18M – –
MA
268
Mutual Advisors
Nebraska
$3.52M -$801K -7,717 -19%
BW
269
Bison Wealth
Georgia
$3.51M +$967K +9,317 +38%
VW
270
Vance Wealth
California
$3.48M +$54.4K +524 +2%
LSA
271
Lansing Street Advisors
Pennsylvania
$3.38M -$34.8K -335 -1%
KIG
272
Kowal Investment Group
Wisconsin
$3.35M -$177K -1,705 -5%
Pathstone Holdings
273
Pathstone Holdings
New Jersey
$3.32M -$11.8M -113,413 -78%
SAW
274
Signal Advisors Wealth
Michigan
$3.3M +$829K +7,992 +34%
AFTS
275
American Financial & Tax Strategies
New York
$3.24M -$64.8K -624 -2%
9 10
11
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