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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 %
CFG
476
Cooper Financial Group
California
$839K -$46.6K -449 -5%
VFPW
477
Vantage Financial Partners (Wisconsin)
Wisconsin
$838K +$4.98K +48 +0.6%
IC
478
IEQ Capital
California
$837K – – –
PAM
479
Palisade Asset Management
Minnesota
$834K -$574K -5,535 -41%
MWP
480
MYCIO Wealth Partners
Pennsylvania
$834K – – –
Kovitz Investment Group Partners
481
Kovitz Investment Group Partners
Illinois
$819K +$819K +7,890 New
PWA
482
Prairie Wealth Advisors
Nebraska
$818K +$818K +7,877 New
CPIG
483
Chicago Partners Investment Group
Illinois
$792K – – –
WG
484
Watchman Group
Texas
$788K +$26.7K +257 +4%
WAP
485
Wealthcare Advisory Partners
Pennsylvania
$777K -$118K -1,136 -13%
CCG
486
Catalina Capital Group
California
$777K -$30.7K -296 -4%
APC
487
Aspire Private Capital
North Carolina
$775K +$80.9K +779 +12%
MHB
488
Midwest Heritage Bank
Iowa
$773K -$29.8K -287 -4%
PIM
489
Penobscot Investment Management
Massachusetts
$772K +$2.6K +25 +0.3%
OFG
490
Oxford Financial Group
Indiana
$771K – – –
DCM
491
DGS Capital Management
New Jersey
$769K +$769K +7,414 New
SSW
492
Stone Summit Wealth
Florida
$763K +$87K +838 +13%
MIA
493
MainStreet Investment Advisors
Illinois
$753K -$10.2K -98 -1%
CWA
494
Cornerstone Wealth Advisors
Minnesota
$746K +$24.2K +233 +3%
NFW
495
Noble Family Wealth
Florida
$743K – – –
CIBC World Market
496
CIBC World Market
Ontario, Canada
$743K +$249K +2,400 +50%
AWM
497
Aspire Wealth Management
Massachusetts
$742K -$467K -4,503 -39%
BTWM
498
Baker Tilly Wealth Management
Wisconsin
$740K -$325K -3,134 -31%
PFG
499
Peterson Financial Group
Iowa
$735K -$43.2K -416 -6%
AF
500
Allworth Financial
California
$735K -$471K -4,542 -39%
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