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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 %
SGCA
701
Steel Grove Capital Advisors
Tennessee
$232K -$102K -985 -31%
NCM
702
Neumann Capital Management
California
$231K -$10.6K -102 -4%
SHF
703
Stage Harbor Financial
Massachusetts
$230K – – –
HIP
704
HUB Investment Partners
Texas
$230K +$230K +2,217 New
TMWM
705
Taylor & Morgan Wealth Management
Michigan
$230K – – –
FFC
706
First Financial Corp
Indiana
$228K +$4.15K +40 +2%
FIM
707
Freedom Investment Management
Connecticut
$228K +$228K +2,197 New
SAM
708
Strategy Asset Managers
California
$228K -$13.2K -127 -5%
FCH
709
Freestone Capital Holdings
Washington
$225K +$225K +2,171 New
DIM
710
Delta Investment Management
California
$224K +$224K +2,160 New
PWA
711
Provenance Wealth Advisors
Florida
$222K -$18.9M -182,120 -99%
SF
712
Summit Financial
New Jersey
$221K +$221K +2,127 New
GFA
713
Gallagher Fiduciary Advisors
Illinois
$218K -$102K -984 -32%
FA
714
FF Advisors
California
$218K – – –
HP
715
Holistic Planning
Texas
$217K -$14.8K -143 -6%
FA
716
FSA Advisors
Michigan
$215K +$215K +2,074 New
H
717
HoyleCohen
California
$215K – – –
MSA
718
Marino Stram & Associates
Massachusetts
$214K -$9.45K -91 -4%
GIA
719
Goodwin Investment Advisory
Georgia
$214K – – –
SW
720
SVB Wealth
Massachusetts
$214K -$2.91K -28 -1%
WCF
721
West Coast Financial
California
$213K +$213K +2,050 New
AIA
722
Arcadia Investment Advisors
Idaho
$212K – – –
VC
723
Veracity Capital
Georgia
$211K -$6.23K -60 -3%
PCM
724
Pointe Capital Management
Michigan
$210K +$210K +2,020 New
AAG
725
Armstrong Advisory Group
Massachusetts
$191K – – –
27 28
29
30 31