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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 %
CIA
526
Choate Investment Advisors
Massachusetts
$625K – – –
ACM
527
Absolute Capital Management
Pennsylvania
$624K +$25.5K +246 +4%
D
528
Dentgroup
Louisiana
$615K +$69.6K +671 +13%
SG
529
StoneX Group
New York
$613K -$59.6K -574 -9%
HIM
530
Hanlon Investment Management
New Jersey
$609K -$5.5K -53 -0.9%
FF
531
Fluent Financial
Texas
$604K +$6.44K +62 +1%
HCA
532
Harbour Capital Advisors
Virginia
$604K – – –
CCM
533
Coldstream Capital Management
Washington
$595K -$97K -935 -14%
TAM
534
Tocqueville Asset Management
New York
$581K +$21.8K +210 +4%
NW
535
NewEdge Wealth
Pennsylvania
$578K +$24.3K +243 +4%
MFG
536
MidWestOne Financial Group
Iowa
$577K – – –
SIS
537
Sound Income Strategies
Florida
$574K +$158K +1,518 +38%
9WM
538
9258 Wealth Management
Ohio
$571K +$8.51K +82 +2%
KeyBank National Association
539
KeyBank National Association
Ohio
$570K +$84.1K +810 +17%
MBT
540
Montecito Bank & Trust
California
$569K +$164K +1,580 +40%
VWWMG
541
Vermillion & White Wealth Management Group
Pennsylvania
$566K +$181K +1,746 +47%
SSWM
542
Sheets Smith Wealth Management
North Carolina
$560K -$16.6K -160 -3%
AWM
543
Able Wealth Management
New Jersey
$559K -$215K -2,069 -28%
BHIA
544
Birch Hill Investment Advisors
Massachusetts
$558K – – –
DT
545
Diversified Trust
Tennessee
$557K +$557K +5,366 New
AF
546
Alerus Financial
North Dakota
$556K +$6.33K +61 +1%
WFAG
547
Wescott Financial Advisory Group
Pennsylvania
$550K +$550K +5,298 New
ABC
548
Associated Banc-Corp
Wisconsin
$548K – – –
EWA
549
EverSource Wealth Advisors
Alabama
$543K +$17.7K +179 +3%
AC
550
Addison Capital
Pennsylvania
$539K +$539K +5,197 New
20 21
22
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