EFG icon

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 %
SFG
501
Sage Financial Group
Pennsylvania
$730K – – –
BMCM
502
Bryn Mawr Capital Management
Pennsylvania
$726K – – –
SDWMA
503
Schneider Downs Wealth Management Advisors
Pennsylvania
$725K – – –
FGAM
504
Financial Gravity Asset Management
Texas
$713K -$28.2M -283,841 -98%
PCIA
505
Prime Capital Investment Advisors
Kansas
$711K -$216K -2,083 -23%
GIA
506
Gladstone Institutional Advisory
Florida
$709K -$84.5K -814 -11%
BFG
507
Beacon Financial Group
Texas
$704K +$112K +1,078 +19%
FCFC
508
First Citizens Financial Corp
Iowa
$701K +$21.4K +206 +3%
LI
509
LMCG Investments
Massachusetts
$698K -$45.8K -441 -6%
AA
510
Advisory Alpha
Michigan
$697K -$3.96M -38,140 -85%
WTB
511
Washington Trust Bank
Washington
$694K -$928K -8,945 -57%
IBOK
512
Independence Bank of Kentucky
Kentucky
$685K – – –
JIR
513
James Investment Research
Ohio
$680K +$19.9K +192 +3%
AWM
514
Axxcess Wealth Management
California
$680K +$311K +3,000 +84%
ATPW
515
Ashton Thomas Private Wealth
Arizona
$677K +$7.58K +73 +1%
LA
516
Lifeworks Advisors
Michigan
$676K +$676K +6,509 New
PCA
517
Prosperity Capital Advisors
Ohio
$675K -$395K -3,809 -37%
AIA
518
Angeles Investment Advisors
California
$675K -$2.49M -24,000 -79%
WANY
519
Wealthspire Advisors (New York)
New York
$674K -$153K -1,473 -18%
WEG
520
World Equity Group
Illinois
$667K -$519K -4,998 -44%
HWM
521
HRC Wealth Management
Idaho
$666K -$1.87K -18 -0.3%
BFA
522
Beacon Financial Advisory
Ohio
$644K -$830 -8 -0.1%
LA
523
Latitude Advisors
Florida
$638K +$76.6K +738 +14%
Wealthfront Advisers
524
Wealthfront Advisers
California
$632K +$39.2K +378 +7%
FNBT
525
FineMark National Bank & Trust
Florida
$632K – – –
19 20
21
22 23