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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 %
CF
401
Centaurus Financial
California
$1.28M -$17.4K -168 -1%
TPWA
402
TRUE Private Wealth Advisors
Oregon
$1.27M -$124K -1,198 -9%
PWA
403
Pillar Wealth Advisors
Pennsylvania
$1.27M -$39.3K -379 -3%
FFA
404
First Foundation Advisors
California
$1.27M +$69.2K +667 +6%
CIA
405
Concurrent Investment Advisors
Florida
$1.26M +$347K +3,346 +38%
ANTB
406
AMG National Trust Bank
Colorado
$1.25M -$9.34K -90 -0.7%
EWM
407
Evercore Wealth Management
New York
$1.25M – – –
T. Rowe Price Associates
408
T. Rowe Price Associates
Maryland
$1.25M -$77K -742 -6%
AFG
409
Atomi Financial Group
New York
$1.23M -$2.18M -20,961 -64%
CA
410
Claro Advisors
Massachusetts
$1.22M +$803K +7,733 +191%
BW
411
BIP Wealth
Georgia
$1.22M +$101K +970 +9%
CI
412
Conning Inc
Connecticut
$1.22M – – –
MIA
413
Milestone Investment Advisors
Wisconsin
$1.22M – – –
EW
414
Evoke Wealth
California
$1.2M +$1.2M +11,605 New
O3W
415
Omni 360 Wealth
New Jersey
$1.2M +$60.4K +582 +5%
CWP
416
Cyndeo Wealth Partners
Florida
$1.19M +$444K +4,282 +60%
VFA
417
Valeo Financial Advisors
Indiana
$1.18M -$97.7K -980 -8%
PA
418
Pinnacle Associates
New York
$1.17M -$31.1K -300 -3%
MCM
419
Mendel Capital Management
Arkansas
$1.17M +$5.29K +51 +0.5%
GIA
420
GHP Investment Advisors
Colorado
$1.15M -$66.6K -642 -5%
BCM
421
BTC Capital Management
Iowa
$1.14M +$1.14M +11,025 New
IFWM
422
Institute for Wealth Management
Colorado
$1.14M -$7.58K -73 -0.7%
HKIMG
423
Hutchens & Kramer Investment Management Group
Indiana
$1.13M +$304K +2,940 +37%
Rockefeller Capital Management
424
Rockefeller Capital Management
New York
$1.13M -$68.6K -661 -6%
AWMNH
425
Arcadia Wealth Management (New Hampshire)
New Hampshire
$1.13M -$4.05K -39 -0.4%
15 16
17
18 19