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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 %
OGF
676
Orin Green Financial
California
$266K -$248K -2,560 Closed
WB
677
WesBanco Bank
West Virginia
$264K +$1.97K +19 +0.8%
OC
678
Oakworth Capital
Alabama
$264K -$3.01K -29 -1%
CASC
679
Coppell Advisory Solutions Corp
Texas
$262K +$262K +2,522 New
CGL
680
Clarius Group LLC
Washington
$260K – – –
ACP
681
Aveo Capital Partners
Colorado
$259K +$4.25K +42 +2%
ECM
682
Evergreen Capital Management
Washington
$259K – – –
MPCL
683
My Personal CFO LLC
Washington
$257K – – –
SFG
684
Synergy Financial Group
California
$257K +$257K +2,473 New
RMC
685
Regis Management Company
California
$256K – – –
EFL
686
ERn Financial LLC
Wisconsin
$256K – – –
MIC
687
Means Investment Company
Maine
$255K -$23.7K -228 -8%
MIM
688
Miller Investment Management
Pennsylvania
$255K -$1.56K -15 -0.6%
FCA
689
FinTrust Capital Advisors
South Carolina
$254K -$61.3K -591 -19%
DC
690
Davenport & Co
Virginia
$253K +$2.6K +25 +1%
Financial Engines Advisors
691
Financial Engines Advisors
California
$249K -$23K -222 -8%
AWM
692
Avaii Wealth Management
Wisconsin
$248K +$27.4K +264 +12%
LWA
693
Lantern Wealth Advisors
New York
$247K -$56.6K -545 -19%
AFP
694
Ausdal Financial Partners
Iowa
$247K -$13.1K -126 -5%
WPW
695
Waldron Private Wealth
Pennsylvania
$244K – – –
PCS
696
Personal CFO Solutions
New Jersey
$244K -$363K -3,495 -60%
CIBC Private Wealth Group
697
CIBC Private Wealth Group
Georgia
$242K +$242K +2,337 New
PMFA
698
Plante Moran Financial Advisors
Michigan
$239K – – –
NRC
699
New Republic Capital
North Carolina
$239K +$2.91K +28 +1%
CFS
700
CRA Financial Services
New Jersey
$235K – – –
26 27
28
29 30