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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 %
CC
326
Copperleaf Capital
North Carolina
$2.27M +$422K +4,066 +23%
DADC
327
D.A. Davidson & Co
Montana
$2.26M -$751K -7,233 -25%
FFA
328
Fragasso Financial Advisors
Pennsylvania
$2.25M -$197K -1,900 -8%
MWS
329
Maxwell Wealth Strategies
California
$2.24M -$502K -4,876 -18%
HSBC Holdings
330
HSBC Holdings
United Kingdom
$2.22M +$90K +867 +4%
AssetMark Inc
331
AssetMark Inc
California
$2.18M -$422K -4,070 -16%
AG
332
Ascent Group
Virginia
$2.16M -$415 -4 -0%
NC
333
Napatree Capital
Rhode Island
$2.13M +$145K +1,469 +7%
AWA
334
Arete Wealth Advisors
Illinois
$2.11M -$124K -1,195 -6%
AWM
335
Apollon Wealth Management
South Carolina
$2.08M -$501K -4,824 -19%
GVAG
336
Great Valley Advisor Group
Delaware
$2.07M -$171K -1,645 -8%
WA
337
Wambolt & Associates
Colorado
$2.06M +$306K +2,956 +17%
SAI
338
Savvy Advisors Inc
New York
$2.02M +$872K +8,397 +76%
VWA
339
Visionary Wealth Advisors
Illinois
$2.02M -$25.4K -245 -1%
CFS
340
Cannon Financial Strategists
Georgia
$2.01M +$2.08K +20 +0.1%
Cerity Partners
341
Cerity Partners
New York
$2M -$470K -4,529 -19%
RFP
342
RCS Financial Planning
Maryland
$1.98M -$130K -1,257 -6%
IA
343
IFG Advisory
Georgia
$1.94M +$64.6K +622 +3%
SOS
344
Silver Oak Securities
Tennessee
$1.94M +$53K +511 +3%
WP
345
WealthPLAN Partners
Nebraska
$1.93M +$150K +1,441 +8%
DL
346
DOHJ LLC
Washington
$1.91M -$491K -4,732 -20%
FT
347
Fiduciary Trust
Massachusetts
$1.89M -$58.6K -565 -3%
EWA
348
EP Wealth Advisors
California
$1.89M -$115K -1,104 -6%
PAG
349
Paladin Advisory Group
Iowa
$1.88M +$11.9K +115 +0.6%
TNBTD
350
Trustmark National Bank Trust Department
Mississippi
$1.87M +$415K +4,000 +28%
12 13
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