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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 %
Commonwealth Equity Services
26
Commonwealth Equity Services
Massachusetts
$61.9M -$2.29M -22,059 -4%
Northwestern Mutual Wealth Management
27
Northwestern Mutual Wealth Management
Wisconsin
$57.5M -$843K -8,120 -1%
Thrivent Financial for Lutherans
28
Thrivent Financial for Lutherans
Minnesota
$57.1M +$16.4M +157,608 +40%
AWM
29
AE Wealth Management
Kansas
$54.7M -$47.9M -461,890 -47%
BPA
30
Beacon Pointe Advisors
California
$53.9M +$172K +1,659 +0.3%
UCFA
31
United Capital Financial Advisors
Texas
$51.6M +$1.16M +11,146 +2%
Royal Bank of Canada
32
Royal Bank of Canada
Ontario, Canada
$51.3M +$8.36M +80,571 +19%
JC
33
JB Capital
Connecticut
$49.8M +$3.98M +38,373 +9%
Goldman Sachs
34
Goldman Sachs
New York
$44.5M +$10.2M +98,239 +30%
FIA
35
Foundations Investment Advisors
Arizona
$44.1M +$1.9M +18,347 +5%
BAAM
36
Baker Avenue Asset Management
California
$42.9M +$1.27M +12,268 +3%
FSWA
37
Financial Synergies Wealth Advisors
Texas
$42.5M +$1.94M +18,725 +5%
QC
38
Quent Capital
New York
$42.4M +$3.59M +34,557 +9%
Stifel Financial
39
Stifel Financial
Missouri
$39.8M +$2.14M +20,600 +6%
CT
40
Cambridge Trust
Massachusetts
$39.7M +$39.6M +381,948 +58,047%
FWP
41
FAS Wealth Partners
Kansas
$39.1M +$31.3K +302 +0.1%
CAN
42
Cetera Advisor Networks
California
$38.2M +$4.54M +43,744 +14%
Mariner
43
Mariner
Kansas
$37.2M +$2.78M +26,809 +8%
NA
44
NewEdge Advisors
Louisiana
$36.3M +$1.4M +13,479 +4%
Osaic Holdings
45
Osaic Holdings
Arizona
$36M -$128M -1,228,185 -78%
RJA
46
Raymond James & Associates
Florida
$35.8M -$3.31M -31,904 -8%
HB
47
HTLF Bank
Colorado
$35.7M -$798K -7,689 -2%
KAS
48
Kestra Advisory Services
Texas
$35.3M +$5.5M +53,009 +18%
Truist Financial
49
Truist Financial
North Carolina
$35M +$1.3M +12,546 +4%
CSPIA
50
Cary Street Partners Investment Advisory
Virginia
$33.6M +$5.84M +56,242 +21%
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