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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 %
VCA
426
Verdence Capital Advisors
Maryland
$1.13M -$794K -7,650 -41%
RJT
427
Raymond James Trust
Florida
$1.11M -$92K -886 -8%
SPI
428
Sutton Place Investors
New York
$1.11M +$383K +3,688 +53%
IWM
429
IHT Wealth Management
Illinois
$1.1M +$483K +4,654 +78%
SCM
430
SCS Capital Management
Massachusetts
$1.1M +$82.9K +799 +8%
WT
431
Washington Trust
Rhode Island
$1.1M – – –
TF
432
Theory Financial
Colorado
$1.09M +$388K +3,742 +55%
TWP
433
Tempus Wealth Planning
California
$1.08M -$17.4K -168 -2%
CW
434
Cook Wealth
North Carolina
$1.07M +$64.8K +649 +6%
Betterment LLC
435
Betterment LLC
New York
$1.07M +$142K +1,365 +15%
Renaissance Technologies
436
Renaissance Technologies
New York
$1.05M +$1.05M +10,100 New
GWMIA
437
Global Wealth Management Investment Advisory
Florida
$1.05M -$86.4K -832 -8%
SWP
438
Stratos Wealth Partners
Ohio
$1.05M +$156K +1,502 +18%
PCA
439
Pallas Capital Advisors
Massachusetts
$1.04M -$314K -3,023 -23%
APP
440
Avantax Planning Partners
Iowa
$1.03M +$4.05K +39 +0.4%
1IA
441
1834 Investment Advisors
Wisconsin
$1.02M -$83K -800 -8%
ICG
442
InterOcean Capital Group
Tennessee
$1.02M -$109K -1,053 -10%
CP
443
Canopy Partners
Ohio
$1.02M +$1.02M +9,806 New
CPA
444
Cardiff Park Advisors
California
$1M – – –
MAS
445
Meeder Advisory Services
Ohio
$1M +$778K +7,494 +347%
PTC
446
Private Trust Company
Ohio
$997K +$3.32K +32 +0.3%
WHCI
447
W.H. Cornerstone Investments
Massachusetts
$993K -$361K -3,477 -27%
NL
448
NWAM LLC
Washington
$985K +$30.6K +300 +3%
OC
449
Oppenheimer & Co
New York
$974K -$55K -530 -5%
Barclays
450
Barclays
United Kingdom
$961K +$961K +9,260 New
16 17
18
19 20