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 %
MPWT
576
MassMutual Private Wealth & Trust
Connecticut
$469K -$13.7K -132 -3%
IAN
577
Integrated Advisors Network
Texas
$461K -$3.94K -38 -0.8%
AIM
578
Athena Investment Management
California
$461K +$10.4K +100 +2%
CWM
579
Cornerstone Wealth Management
Missouri
$456K -$5.92K -57 -1%
PFS
580
Prospera Financial Services
Texas
$453K -$244K -2,344 -35%
MC
581
Montag & Caldwell
Georgia
$452K +$140K +1,351 +45%
RCA
582
Resonant Capital Advisors
Wisconsin
$447K +$447K +4,305 New
FHC
583
First Heartland Consultants
Missouri
$446K +$43K +415 +11%
MCM
584
MAI Capital Management
Ohio
$445K +$67K +645 +18%
HCMT
585
Highland Capital Management (Tennessee)
Tennessee
$443K – – –
FA
586
Fermata Advisors
California
$437K +$141K +1,361 +48%
BWL
587
Bogart Wealth LLC
Virginia
$436K -$3.14M -30,247 -88%
DA
588
Doliver Advisors
Texas
$436K -$37.8K -364 -8%
JJBC
589
James J. Burns & Company
New York
$433K -$502K -4,915 -54%
WFM
590
Wolff Financial Management
Michigan
$433K – – –
CPG
591
Cornerstone Planning Group
New Jersey
$429K -$198K -1,955 -32%
UB
592
UMB Bank
Missouri
$423K -$46.7K -450 -10%
P
593
&Partners
Tennessee
$422K +$422K +4,069 New
MWM
594
Modern Wealth Management
Kansas
$422K +$422K +4,066 New
SFA
595
Semmax Financial Advisors
North Carolina
$422K +$133K +1,293 +46%
FAIM
596
Financial Advocates Investment Management
Washington
$419K -$1.16M -14,693 -74%
CWM
597
Connecticut Wealth Management
Connecticut
$418K – – –
FLPIM
598
F.L. Putnam Investment Management
Massachusetts
$417K +$1.45K +14 +0.3%
Koshinski Asset Management
599
Koshinski Asset Management
Illinois
$416K +$416K +4,005 New
TP
600
Tranquility Partners
Tennessee
$409K – – –
22 23
24
25 26