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 %
MFG
626
Magnus Financial Group
New York
$362K +$72.5K +699 +25%
GWSA
627
Global Wealth Strategies & Associates
Colorado
$360K -$39.2K -378 -10%
NFC
628
Northeast Financial Consultants
Connecticut
$359K – – –
GM
629
GeoWealth Management
Illinois
$359K -$94.9K -914 -21%
EAM
630
Evanson Asset Management
California
$356K -$18.9K -182 -5%
WWM
631
Western Wealth Management
Colorado
$354K -$489K -4,714 -58%
TIA
632
Traphagen Investment Advisors
New Jersey
$350K -$5.09K -49 -1%
MI
633
Moneywise Inc
Virginia
$350K +$350K +3,369 New
PIA
634
Perennial Investment Advisors
California
$345K +$16.9K +163 +5%
CFSG
635
Community Financial Services Group
Vermont
$344K +$344K +3,312 New
MSWM
636
McGlone Suttner Wealth Management
Wisconsin
$343K -$141K -1,362 -29%
DS
637
DRW Securities
Illinois
$342K +$342K +3,298 New
BA
638
Bristlecone Advisors
Washington
$341K – – –
HWMA
639
Heritage Wealth Management (Arizona)
Arizona
$340K -$12.1K -117 -3%
LWANC
640
Laurel Wealth Advisors (North Carolina)
North Carolina
$339K – – –
Fisher Asset Management
641
Fisher Asset Management
Washington
$338K -$191K -1,836 -36%
DAS
642
Dynamic Advisor Solutions
Arizona
$336K +$26.3K +253 +8%
KFS
643
Kelly Financial Services
Massachusetts
$334K -$53.9K -519 -14%
SWP
644
Semus Wealth Partners
Florida
$331K -$5.71K -55 -2%
FCA
645
FLC Capital Advisors
California
$327K – – –
CAAS
646
Capital Asset Advisory Services
Michigan
$326K -$35.9K -352 -10%
Squarepoint
647
Squarepoint
New York
$326K -$2.48M -23,860 -88%
LFA
648
LGT Financial Advisors
Texas
$323K +$25.3K +244 +9%
KFGK
649
Keystone Financial Group (Kentucky)
Kentucky
$322K +$2.49K +24 +0.8%
FBB
650
Fulton Breakefield Broenniman
Maryland
$320K -$934 -9 -0.3%
24 25
26
27 28