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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 %
CCA
726
Criterion Capital Advisors
Tennessee
$190K -$104 -1 -0.1%
IGWM
727
ICA Group Wealth Management
Colorado
$189K +$2.8K +27 +2%
FMTCOCP
728
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$181K +$50.2K +484 +38%
FFA
729
Founders Financial Alliance
North Carolina
$180K -$7.16K -69 -4%
SMA
730
Sage Mountain Advisors
Georgia
$177K – – –
GJIA
731
Glass Jacobson Investment Advisors
Maryland
$171K -$8.72K -84 -5%
First Manhattan
732
First Manhattan
New York
$167K – – –
FWA
733
FSC Wealth Advisors
New York
$165K +$87.1K +839 +111%
PA
734
Pineridge Advisors
Missouri
$161K -$33.6K -324 -17%
AA
735
Addison Advisors
Vermont
$156K – – –
JWA
736
JFS Wealth Advisors
Pennsylvania
$156K +$34.6K +333 +28%
HBW
737
Hazlett, Burt & Watson
West Virginia
$154K +$34.5K +332 +29%
MPCG
738
Matrix Private Capital Group
New York
$152K – – –
GFPC
739
Global Financial Private Client
Florida
$146K +$22.4K +217 +18%
HI
740
Hoey Investments
Pennsylvania
$142K – – –
WB
741
Webster Bank
Connecticut
$134K – – –
BL
742
Balentine LLC
Georgia
$127K – – –
AWM
743
Avior Wealth Management
Nebraska
$123K +$70.6K +680 +135%
LCM
744
Logan Capital Management
Pennsylvania
$115K +$2.91K +28 +3%
Bessemer Group
745
Bessemer Group
New Jersey
$114K – – –
TAM
746
Tucker Asset Management
Colorado
$113K +$39.6K +382 +54%
SS
747
Sunbelt Securities
Texas
$112K -$10.5K -101 -9%
SSB
748
Sandy Spring Bank
Maryland
$111K +$59.4K +572 +116%
MFT
749
Moisand Fitzgerald Tamayo
Florida
$110K -$15.4K -148 -12%
AWM
750
Angeles Wealth Management
California
$101K – – –
28 29
30
31 32