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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 %
AWA
801
Alaska Wealth Advisors
Alaska
$15K – – –
SIC
802
Salem Investment Counselors
North Carolina
$13.7K – – –
MFC
803
Morris Financial Concepts
South Carolina
$13K – – –
PPWM
804
PFG Private Wealth Management
Florida
$12.8K – – –
AAP
805
Arax Advisory Partners
Colorado
$11.5K +$1.04K +10 +10%
CFFP
806
Center for Financial Planning
Michigan
$11.4K – – –
TIM
807
Tortoise Investment Management
New York
$10.4K – – –
FAM
808
Family Asset Management
South Carolina
$10.4K – – –
CWP
809
Concord Wealth Partners
Virginia
$10.3K -$17.7K -171 -63%
HFS
810
Hantz Financial Services
Michigan
$10K – – –
CBT
811
CoreFirst Bank & Trust
Kansas
$9.24K – – –
BLC
812
Brown, Lisle/Cummings
Rhode Island
$9.03K – – –
FDCP
813
Foster Dykema Cabot & Partners
Massachusetts
$8.72K – – –
DFA
814
DHJJ Financial Advisors
Illinois
$8.2K – – –
TCM
815
Tanaka Capital Management
New York
$8K – – –
ETS
816
ESL Trust Services
New York
$7.99K +$7.99K +77 New
SIC
817
SJS Investment Consulting
Ohio
$7.58K +$7.58K +73 New
BCWM
818
Bartlett & Co Wealth Management
Ohio
$7.47K – – –
CP
819
Castleview Partners
Texas
$7.27K – – –
TAM
820
Townsend Asset Management
North Carolina
$6.58K – – –
NCM
821
Northwest Capital Management
Oregon
$6.54K – – –
BBPWM
822
Blue Bell Private Wealth Management
Pennsylvania
$6.33K – – –
GWSG
823
GPS Wealth Strategies Group
Colorado
$6.23K +$5.5K +53 +757%
RG
824
Retirement Group
California
$6K – – –
RIL
825
Rothschild Investment LLC
Illinois
$5.81K – – –
31 32
33
34 35