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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 %
SFS
301
Security Financial Services
Indiana
$2.7M -$195K -1,879 -7%
CWM
302
Centurion Wealth Management
Virginia
$2.69M +$141K +1,362 +6%
ASFA
303
All Season Financial Advisors
Colorado
$2.68M +$2.34M +22,507 +671%
MSWMA
304
Market Street Wealth Management Advisors
Indiana
$2.66M -$448K -4,314 -14%
FRA
305
FFG Retirement Advisors
Colorado
$2.65M +$53.3K +514 +2%
MIS
306
Morningstar Investment Services
Illinois
$2.61M -$472K -4,537 -15%
AIA
307
Alternative Investment Advisors
Florida
$2.57M +$584K +5,643 +29%
AWE
308
Avidian Wealth Enterprises
Texas
$2.57M -$133K -1,277 -5%
FCFC
309
First Commonwealth Financial Corp
Pennsylvania
$2.57M +$272K +2,623 +12%
CIC
310
Carnegie Investment Counsel
Ohio
$2.57M -$103K -993 -4%
SFS
311
Sowell Financial Services
Arkansas
$2.56M +$89.8K +865 +4%
LF
312
Lantz Financial
Illinois
$2.56M +$139K +1,335 +6%
PA
313
PFG Advisors
Arizona
$2.56M +$11.1K +107 +0.4%
VCP
314
Verus Capital Partners
Arizona
$2.53M +$501K +4,823 +25%
NS
315
NBC Securities
Alabama
$2.52M +$161K +1,555 +7%
IFS
316
Ifrah Financial Services
Arkansas
$2.48M +$48.8K +470 +2%
SFC
317
Strategic Financial Concepts
Texas
$2.43M +$544K +5,243 +29%
BFG
318
Berger Financial Group
Minnesota
$2.42M -$186K -1,792 -7%
TCA
319
Transcend Capital Advisors
New Jersey
$2.4M -$28.9K -278 -1%
SWA
320
Strata Wealth Advisors
Texas
$2.39M +$302K +2,911 +14%
EFG
321
Ehrlich Financial Group
California
$2.39M +$272K +2,616 +13%
BBWP
322
Beacon Bridge Wealth Partners
Pennsylvania
$2.35M +$164K +1,584 +8%
MWM
323
Maripau Wealth Management
Indiana
$2.34M -$57.2K -551 -2%
GRP
324
Global Retirement Partners
California
$2.33M +$36.1K +348 +2%
AA
325
Ancora Advisors
Ohio
$2.32M +$1.21M +11,652 +109%
11 12
13
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