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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 %
OLVIG
601
Oliver Lagore Vanvalin Investment Group
Michigan
$409K -$76.2K -734 -16%
WI
602
WrapManager Inc
California
$404K -$66.2K -638 -14%
HNB
603
Hilltop National Bank
Wyoming
$402K +$402K +3,875 New
MHR
604
Matthew Hamilton Rosenberg
$401K -$137K -1,326 -25%
FP
605
Financial Perspectives
Minnesota
$400K +$44.9K +433 +13%
FPAS
606
Focus Partners Advisor Solutions
Missouri
$397K +$397K +3,822 New
AT
607
American Trust
Kentucky
$396K -$208K -2,006 -34%
TW
608
TritonPoint Wealth
Maryland
$395K -$212K -1,423 -35%
MSFS
609
Main Street Financial Solutions
Pennsylvania
$394K +$50.7K +488 +15%
LNB
610
Ledyard National Bank
$390K +$7.47K +72 +2%
BHPW
611
Beverly Hills Private Wealth
California
$389K -$78.2K -753 -17%
JSL
612
JT Stratford LLC
Georgia
$386K +$25.9K +250 +7%
SI
613
Stephens Inc
Arkansas
$382K +$57.2K +551 +18%
DSA
614
Droms Strauss Advisors
Missouri
$379K -$2.8K -27 -0.7%
UFAC
615
Urban Financial Advisory Corp
Illinois
$379K – – –
FTS
616
Fifth Third Securities
Ohio
$378K -$50.9K -490 -12%
TA
617
TrueWealth Advisors
Alabama
$377K -$62.6K -603 -14%
SC
618
Scotia Capital
Ontario, Canada
$377K -$6.75K -65 -2%
ACA
619
Aspire Capital Advisors
Washington
$375K +$2.28K +22 +0.6%
LNWWM
620
Laird Norton Wetherby Wealth Management
California
$374K +$151K +1,458 +68%
TCM
621
TD Capital Management
Tennessee
$374K -$33.6K -324 -8%
FMII
622
Farmers & Merchants Investments Inc
Nebraska
$373K +$7.47K +72 +2%
CFG
623
Citizens Financial Group
Rhode Island
$371K -$10.4K -100 -3%
WAM
624
Weinberger Asset Management
California
$368K -$213K -2,054 -37%
SPWG
625
Syntegra Private Wealth Group
Missouri
$368K -$19.4K -187 -5%
23 24
25
26 27