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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 %
TCWA
351
Turtle Creek Wealth Advisors
Texas
$1.87M – – –
ATI
352
ARK & TLK Investments
Oklahoma
$1.82M -$49.5K -477 -3%
MBTD
353
Mechanics Bank - Trust Department
California
$1.79M -$63.4K -611 -3%
FMTC
354
Farmers & Merchants Trust Company
California
$1.79M – – –
CAM
355
Concorde Asset Management
Michigan
$1.78M +$156K +1,500 +10%
PS
356
Principal Securities
Iowa
$1.78M -$45.5K -438 -2%
PFWA
357
Paces Ferry Wealth Advisors
Georgia
$1.75M -$1.15M -11,072 -40%
CWA
358
Clearview Wealth Advisors
Oregon
$1.74M +$1.08M +10,387 +163%
MG
359
Mather Group
Illinois
$1.69M +$23.7K +245 +1%
USCWA
360
U.S. Capital Wealth Advisors
Texas
$1.67M +$137K +1,318 +9%
GWP
361
Gateway Wealth Partners
Wisconsin
$1.67M +$253K +2,434 +18%
BWA
362
Beam Wealth Advisors
Louisiana
$1.67M +$8.3K +80 +0.5%
EP
363
Eudaimonia Partners
Tennessee
$1.67M +$71.4K +688 +4%
CFG
364
Clayton Financial Group
Missouri
$1.65M +$411K +3,961 +33%
WWP
365
WR Wealth Planners
Missouri
$1.63M -$1.02M -9,823 -39%
LA
366
LVW Advisors
New York
$1.59M -$3.4M -32,795 -68%
TPWA
367
Twin Peaks Wealth Advisors
California
$1.59M +$415K +4,000 +35%
BG
368
Benedetti & Gucer
Georgia
$1.58M +$23.8K +229 +2%
MOS
369
MGO One Seven
Ohio
$1.58M +$112K +1,075 +8%
TPCW
370
TD Private Client Wealth
New York
$1.58M -$952K -9,177 -38%
VWM
371
Venturi Wealth Management
Texas
$1.55M -$23.2K -224 -1%
SPC
372
Sigma Planning Corp
Michigan
$1.55M +$819K +7,892 +112%
TWP
373
Total Wealth Planning
Ohio
$1.54M -$104K -1,000 -6%
RIM
374
Redwood Investment Management
Arizona
$1.54M -$157K -1,517 -9%
QPWM
375
Quadrant Private Wealth Management
Pennsylvania
$1.53M -$55.3K -533 -3%
13 14
15
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