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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 %
ESB
651
Essex Savings Bank
Connecticut
$316K – – –
CA
652
CGN Advisors
Kansas
$316K +$49.2K +474 +18%
HTC
653
Haverford Trust Company
Pennsylvania
$316K -$291K -2,805 -48%
GKWIM
654
Gerber Kawasaki Wealth & Investment Management
California
$311K +$311K +2,993 New
LLWM
655
Life Line Wealth Management
California
$310K +$310K +2,984 New
FPGK
656
Financial Partners Group (Kansas)
Kansas
$307K -$45.7K -440 -13%
TC
657
TAP Consulting
Missouri
$307K -$78.8K -759 -20%
FA
658
Flagstar Advisors
New York
$303K +$14.3K +138 +5%
RFA
659
Rollins Financial Advisors
New York
$303K +$4.88K +47 +2%
RFWA
660
RPg Family Wealth Advisory
Massachusetts
$303K -$21.7K -209 -7%
JIP
661
Jaffetilchin Investment Partners
Florida
$299K +$4.88K +47 +2%
QCM
662
QRG Capital Management
Illinois
$298K +$298K +2,871 New
LIG
663
Lokken Investment Group
Delaware
$295K +$295K +2,841 New
WLIM
664
White Lighthouse Investment Management
Massachusetts
$294K – – –
TFF
665
The Family Firm
Maryland
$292K – – –
ATC
666
Argent Trust Co
Tennessee
$291K +$21.6K +208 +8%
CA
667
Continuum Advisory
Idaho
$291K -$15.2K -148 -5%
SJGA
668
Stephen J. Garry & Associates
New York
$289K -$2.6K -25 -0.9%
MWP
669
Madison Wealth Partners
Wisconsin
$288K +$1.97K +19 +0.7%
WFC
670
Western Financial Corp
California
$280K -$75.9K -731 -21%
FWM
671
Fonville Wealth Management
Virginia
$278K +$18.7K +180 +7%
AWA
672
Arkadios Wealth Advisors
Georgia
$277K +$4.98K +48 +2%
CA
673
Cortland Associates
Missouri
$271K -$30.3K -292 -10%
LWAM
674
Legacy Wealth Asset Management
Minnesota
$269K -$9.13K -88 -3%
GA
675
Goldstein Advisors
Wisconsin
$266K -$1.45K -14 -0.5%
25 26
27
28 29