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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 %
JWM
776
Janiczek Wealth Management
Colorado
$39.6K +$39.6K +382 New
CT
777
Colonial Trust
South Carolina
$38.8K +$4.36K +42 +13%
CFO
778
CVA Family Office
Colorado
$38.5K – – –
EW
779
Element Wealth
Mississippi
$38.4K +$26.3K +253 +216%
AEPWM
780
Atlantic Edge Private Wealth Management
Florida
$35.8K – – –
GI
781
Gradient Investments
Minnesota
$35.5K -$4.05K -39 -10%
CA
782
Clearstead Advisors
Ohio
$34.2K -$123K -1,197 -78%
IFAM
783
Institutional & Family Asset Management
Colorado
$33.3K – – –
AIM
784
Anchor Investment Management
South Carolina
$31.2K -$5.4K -52 -15%
SWM
785
Sugarloaf Wealth Management
Georgia
$30.8K +$30.8K +297 New
BWP
786
Baldwin Wealth Partners
Massachusetts
$30.1K – – –
RWM
787
Ruedi Wealth Management
Illinois
$29.7K – – –
LF
788
LifeSteps Financial
California
$26.6K +$26.6K +256 New
KIG
789
Kessler Investment Group
Indiana
$25.9K +$25.9K +250 New
RTC
790
Riverview Trust Company
Washington
$25.7K +$25.7K +248 New
WIA
791
Wetzel Investment Advisors
Indiana
$25.4K – – –
GWANC
792
Guardian Wealth Advisors (North Carolina)
North Carolina
$21.8K – – –
POIA
793
Pin Oak Investment Advisors
Texas
$21K – – –
PFM
794
Phillips Financial Management
Indiana
$20.9K -$5.62K -54 -21%
PCMC
795
Private Capital Management (Colorado)
Colorado
$19.2K +$519 +5 +3%
S
796
SignatureFD
Georgia
$17.6K +$8.93K +86 +102%
W
797
WealthCollab
Washington
$17.1K – – –
ADL
798
Asset Dedication LLC
California
$17K – – –
EWM
799
EPG Wealth Management
Georgia
$16.8K – – –
AT
800
Arlington Trust
Alabama
$15.1K -$3.01K -29 -17%
30 31
32
33 34