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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 %
APW
51
Austin Private Wealth
Texas
$33.1M +$2.91M +28,379 +10%
Focus Partners Wealth
52
Focus Partners Wealth
Massachusetts
$32.9M +$7.57M +72,905 +30%
AAS
53
Avantax Advisory Services
Texas
$32.8M +$769K +7,409 +2%
BF
54
BOK Financial
Oklahoma
$30.7M +$163K +1,579 +0.5%
Corient Private Wealth
55
Corient Private Wealth
Florida
$30.6M -$1.47M -14,206 -5%
MC
56
McMorgan & Co
California
$30.3M -$524K -5,050 -2%
Mercer Global Advisors
57
Mercer Global Advisors
Colorado
$29.3M +$8.27M +70,242 +39%
CCWM
58
Cassaday & Co Wealth Management
Virginia
$28.6M -$365K -3,514 -1%
TIAA Trust, National Association
59
TIAA Trust, National Association
North Carolina
$28.5M +$12.3M +118,222 +76%
MCWS
60
McKinley Carter Wealth Services
West Virginia
$28.4M +$1.08M +10,380 +4%
OWA
61
Octavia Wealth Advisors
Ohio
$28M +$719K +6,925 +3%
AWS
62
Atria Wealth Solutions
New York
$27M +$1.99M +19,134 +8%
CP
63
Covenant Partners
Tennessee
$26.7M -$1.86M -17,959 -7%
NB
64
NBT Bank
New York
$26.1M -$154K -1,484 -0.6%
CCB
65
Country Club Bank
Missouri
$26M -$465K -4,484 -2%
BRWA
66
B. Riley Wealth Advisors
Florida
$25.5M +$10.1M +117,533 +66%
IWC
67
Integrated Wealth Concepts
Massachusetts
$25.3M -$804K -7,742 -3%
MPW
68
MA Private Wealth
California
$24M +$1.15M +11,044 +5%
HighTower Advisors
69
HighTower Advisors
Illinois
$23M -$1.62M -15,626 -7%
IWA
70
Icon Wealth Advisors
Texas
$22.5M +$1.36M +13,099 +6%
AI
71
Atria Investments
North Carolina
$22.4M +$1.82M +17,511 +9%
Natixis Advisors
72
Natixis Advisors
Massachusetts
$22.3M +$7.06M +67,990 +46%
Cambridge Investment Research Advisors
73
Cambridge Investment Research Advisors
Iowa
$21.9M -$1.76M -16,954 -7%
RJFSA
74
Raymond James Financial Services Advisors
Florida
$21.8M +$2.53M +24,347 +13%
AIA
75
Alera Investment Advisors
Illinois
$21.7M -$1.04M -10,022 -5%
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