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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 %
CIA
751
Cape Investment Advisory
Georgia
$96.1K -$32.5K -313 -25%
WT
752
Whittier Trust
California
$93.4K – – –
PB
753
Pinnacle Bancorp
Nebraska
$91.6K – – –
BA
754
Ballast Advisors
Minnesota
$81.1K – – –
MWM
755
Mascoma Wealth Management
New Hampshire
$79.8K – – –
ATC
756
Adirondack Trust Company
New York
$79.7K – – –
Fifth Third Bancorp
757
Fifth Third Bancorp
Ohio
$79.4K -$165K -1,587 -67%
IPW
758
Impact Partnership Wealth
Georgia
$79.3K -$5.19K -50 -6%
ITIM
759
Indiana Trust & Investment Management
Indiana
$73.8K – – –
BCMLT
760
Beacon Capital Management LLC (Tennessee)
Tennessee
$71K +$66.1K +637 +1,355%
TFGT
761
TS Financial Group (TSFG)
Illinois
$69K – – –
APW
762
Atlantic Private Wealth
North Carolina
$66.3K – – –
Kayne Anderson Rudnick Investment Management
763
Kayne Anderson Rudnick Investment Management
California
$64.2K -$263K -2,538 -80%
RCM
764
Richardson Capital Management
Wisconsin
$62.7K +$2.39K +23 +4%
National Bank of Canada
765
National Bank of Canada
Quebec, Canada
$61.7K – – –
FFA
766
Frazier Financial Advisors
Ohio
$59K – – –
HWM
767
HighMark Wealth Management
Minnesota
$56.3K – – –
Allspring Global Investments
768
Allspring Global Investments
North Carolina
$55K – – –
RL
769
Rogco LP
Oklahoma
$54.2K +$2.7K +26 +5%
HWP
770
Highline Wealth Partners
California
$52K – – –
CMP
771
Coston McIsaac & Partners
Maine
$49K – – –
OIA
772
Optimum Investment Advisors
Illinois
$46.4K – – –
PPC
773
Park Place Capital
Alabama
$45.4K -$36.1K -348 -44%
BCPWM
774
Bradley & Co Private Wealth Management
Florida
$43.8K – – –
HIA
775
Harbor Investment Advisory
Maryland
$40.4K +$12.5K +120 +45%
29 30
31
32 33