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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 %
RCM
451
Raleigh Capital Management
North Carolina
$944K +$183K +1,761 +24%
MA
452
MONECO Advisors
Connecticut
$942K -$36.9K -356 -4%
LIA
453
LifePlan Investment Advisors
North Carolina
$942K -$142K -1,371 -13%
MIM
454
Macroview Investment Management
Maryland
$933K -$127K -1,228 -12%
BWA
455
BCU Wealth Advisors
Illinois
$922K +$63.1K +608 +7%
MWM
456
Meridian Wealth Management
Kentucky
$919K +$6.12K +59 +0.7%
SFG
457
Sovereign Financial Group
Connecticut
$907K +$59.9K +577 +7%
RDFA
458
Ritter Daniher Financial Advisory
Ohio
$907K -$22.7K -219 -2%
PSP
459
Principal Street Partners
Tennessee
$905K +$905K +8,790 New
CCG
460
Cypress Capital Group
Florida
$905K -$108K -1,039 -11%
SF
461
Synovus Financial
Georgia
$903K -$34K -328 -4%
QWM
462
Quadcap Wealth Management
Texas
$900K -$60.8K -586 -6%
MWM
463
Mission Wealth Management
California
$895K -$24.5K -236 -3%
CFO
464
Collective Family Office
Pennsylvania
$883K -$77.8K -750 -8%
KWM
465
Kingsview Wealth Management
Oregon
$879K -$14K -135 -2%
SFA
466
Sequoia Financial Advisors
Ohio
$877K -$432K -4,164 -33%
PFGIA
467
Patriot Financial Group Insurance Agency
Massachusetts
$872K +$78K +752 +10%
GP
468
Girard Partners
Pennsylvania
$869K +$47.8K +461 +6%
AFM
469
Armstrong Fleming & Moore
District of Columbia
$869K – – –
PA
470
Parallel Advisors
California
$865K +$59.1K +569 +7%
HS
471
Horan Securities
United States
$857K +$139K +1,338 +19%
AFG
472
Allegheny Financial Group
Pennsylvania
$855K -$88.1K -849 -9%
EK
473
Evensky & Katz
Florida
$850K -$519 -5 -0.1%
KWA
474
Kingswood Wealth Advisors
California
$845K -$118K -1,137 -12%
BBA
475
Braun-Bostich & Associates
Pennsylvania
$842K +$842K +8,112 New
17 18
19
20 21