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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 %
SFA
376
Seneca Financial Advisors
New York
$1.51M – – –
KP
377
Keel Point
Alabama
$1.51M -$44.8K -432 -3%
BIG
378
Bush Investment Group
Georgia
$1.5M +$31.2K +301 +2%
PWM
379
Provident Wealth Management
Tennessee
$1.5M +$67.9K +654 +5%
ACM
380
Advisors Capital Management
New Jersey
$1.49M -$88.7K -855 -6%
CAL
381
Capital Analysts LLC
Pennsylvania
$1.49M -$4.26K -41 -0.3%
BFEC
382
Benjamin F. Edwards & Company
Missouri
$1.48M -$467K -4,496 -24%
FI
383
FWG Investments
Kentucky
$1.47M -$51.3K -494 -3%
FAT
384
First American Trust
California
$1.46M +$1.12M +10,755 +329%
FCI
385
Financial Counselors Inc
Kansas
$1.45M -$130K -1,257 -8%
Brown Advisory
386
Brown Advisory
Maryland
$1.45M -$2.6K -25 -0.2%
IIC
387
Ironwood Investment Counsel
Arizona
$1.44M – – –
HR
388
Hardy Reed
Mississippi
$1.4M – – –
PS
389
Portfolio Strategies
New York
$1.4M +$1.4M +13,470 New
T
390
TCWP
Ohio
$1.39M -$59.4K -572 -4%
D
391
Diversified
Delaware
$1.37M +$54.8K +528 +4%
VNA
392
Valley National Advisers
Pennsylvania
$1.35M +$148K +1,423 +12%
UAS
393
United Asset Strategies
New York
$1.34M +$49.6K +478 +4%
ICP
394
Interchange Capital Partners
Pennsylvania
$1.33M -$4.76K -46 -0.4%
VPP
395
Vertex Planning Partners
Illinois
$1.32M +$294K +2,833 +29%
SCM
396
SOL Capital Management
Maryland
$1.32M -$425K -4,100 -24%
KWS
397
Keystone Wealth Services
California
$1.3M +$638K +6,143 +96%
RFG
398
REAP Financial Group
Texas
$1.3M -$71K -684 -5%
CRI
399
Commonwealth Retirement Investments
Virginia
$1.29M +$34.4K +331 +3%
LFG
400
Larson Financial Group
Missouri
$1.29M -$19.6K -189 -1%
14 15
16
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