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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 %
EFG
276
Embree Financial Group
Illinois
$3.24M +$632K +6,093 +24%
CA
277
CoreCap Advisors
Michigan
$3.24M -$183K -1,765 -5%
BCG
278
Breakwater Capital Group
New Jersey
$3.24M -$46.5K -448 -1%
DAS
279
Diversify Advisory Services
Utah
$3.17M +$3.17M +30,625 New
CAG
280
Csenge Advisory Group
Florida
$3.1M +$117K +1,126 +4%
MWM
281
Mosley Wealth Management
California
$3.1M +$52.5K +506 +2%
DI
282
Disciplined Investments
Oklahoma
$3.09M +$59.1K +569 +2%
GWM
283
Geneos Wealth Management
Colorado
$3.06M +$345K +3,326 +13%
HI
284
Harbour Investments
Wisconsin
$3.02M +$9.55K +92 +0.3%
CCMG
285
Clark Capital Management Group
Pennsylvania
$3.01M -$734K -7,072 -20%
HA
286
Hofer & Associates
California
$2.97M +$66.3K +639 +2%
DWMS
287
Dominguez Wealth Management Solutions
Virginia
$2.96M +$73.9K +712 +3%
TWM
288
Tradition Wealth Management
Minnesota
$2.95M +$66.6K +642 +2%
OCM
289
One Capital Management
California
$2.94M -$18.8K -181 -0.6%
ES
290
Eagle Strategies
New York
$2.94M +$2.94M +28,281 New
ELI
291
Empire Life Investments
Ontario, Canada
$2.9M +$1.1M +10,600 +61%
CW
292
Channel Wealth
California
$2.89M +$292K +2,811 +11%
BWM
293
BlackDiamond Wealth Management
New York
$2.87M -$313K -3,019 -10%
JWCA
294
J.W. Cole Advisors
Florida
$2.87M +$79.6K +767 +3%
PG
295
Patten Group
Tennessee
$2.87M +$195K +1,883 +7%
FWMM
296
Foundation Wealth Management (Missouri)
Missouri
$2.86M -$105K -1,015 -4%
AF
297
Advisornet Financial
Minnesota
$2.81M -$8.51K -82 -0.3%
SWM
298
Scissortail Wealth Management
Oklahoma
$2.8M +$2.8M +27,013 New
NA
299
Navellier & Associates
Nevada
$2.76M – – –
CFS
300
Commonwealth Financial Services
West Virginia
$2.74M -$4.36K -45 -0.2%
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