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 %
RT
551
Rockland Trust
Massachusetts
$535K -$93.8K -904 -15%
RFA
552
Resurgent Financial Advisors
Georgia
$534K +$92.5K +891 +21%
TPI
553
Trust Point Inc
Wisconsin
$533K +$3.74K +36 +0.7%
CWA
554
Canvas Wealth Advisors
Kansas
$532K +$532K +5,425 New
LFAS
555
Level Four Advisory Services
Texas
$528K – – –
AWM
556
Alterna Wealth Management
Texas
$524K -$140K -1,350 -21%
MWA
557
Midland Wealth Advisors
Illinois
$522K -$25.9K -250 -5%
GCM
558
Gables Capital Management
Florida
$520K – – –
BFM
559
Boston Financial Management
Massachusetts
$517K -$58.2K -561 -10%
PI
560
Pachira Investments
California
$516K -$14.8K -143 -3%
RF
561
RHS Financial
California
$512K +$62K +597 +14%
GFS
562
GYL Financial Synergies
Connecticut
$509K – – –
CFO
563
Colony Family Offices
North Carolina
$501K – – –
S
564
Sachetta
Massachusetts
$497K – – –
SEM
565
Strategic Equity Management
Arizona
$494K +$494K +4,761 New
RRCM
566
Rappaport Reiches Capital Management
Illinois
$488K +$2.8K +27 +0.6%
HPC
567
Hobart Private Capital
North Carolina
$484K -$9.24K -89 -2%
IIA
568
Integral Investment Advisors
California
$479K +$479K +4,605 New
IAIM
569
International Assets Investment Management
Florida
$479K -$208K -2,007 -30%
LA
570
LexAurum Advisors
Kansas
$477K +$9.45K +91 +2%
PFA
571
Pinnacle Family Advisors
Missouri
$476K +$40.7K +392 +9%
EA
572
Eudaimonia Advisors
Tennessee
$476K +$14.8K +143 +3%
OSAM
573
O'Shaughnessy Asset Management
Connecticut
$475K +$78.1K +752 +20%
WS
574
Wedbush Securities
California
$474K -$41.1K -396 -8%
LCM
575
Leisure Capital Management
California
$469K -$87.9K -847 -16%
21 22
23
24 25