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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 %
VL
826
Vima LLC
Michigan
$5.25K – – –
CIAS
827
Capital Investment Advisory Services
North Carolina
$4.77K – – –
VCM
828
Versant Capital Management
Arizona
$4.46K – – –
NC
829
NewSquare Capital
Pennsylvania
$4.15K +$4.15K +40 New
HGERS
830
Householder Group Estate & Retirement Specialist
Arizona
$3.84K +$1.14K +11 +42%
CSC
831
Caldwell Sutter Capital
California
$3.63K +$3.63K +35 New
HPC
832
HM Payson & Co
Maine
$3.53K +$3.53K +34 New
CA
833
Crewe Advisors
Utah
$3.53K +$3.53K +34 New
CTWM
834
Cherry Tree Wealth Management
Minnesota
$3.22K – – –
SN
835
Sittner & Nelson
Oregon
$3.11K – – –
CYG
836
Clean Yield Group
Vermont
$2.91K +$2.91K +28 New
EWM
837
Evermay Wealth Management
Virginia
$2.8K – – –
CAM
838
Creekmur Asset Management
Illinois
$1.83K +$1.73K +17 +1,700%
NFSG
839
Newbridge Financial Services Group
Florida
$1.66K +$519 +5 +45%
FRA
840
Front Row Advisors
California
$1.14K – – –
TRCT
841
Tower Research Capital (TRC)
New York
$1.04K -$2.49K -24 -71%
RMC
842
Resources Management Corp
Connecticut
$1K – – –
VF
843
VitalStone Financial
Texas
$1K – – –
BFS
844
Burkett Financial Services
South Carolina
$899 – – –
SWM
845
Sanctuary Wealth Management
Idaho
$623 – – –
GTAM
846
Global Trust Asset Management
Florida
$623 – – –
Russell Investments Group
847
Russell Investments Group
United Kingdom
$623 +$623 +6 New
GI
848
GAMMA Investing
California
$415 – – –
KOC
849
Koss-Olinger Consulting
Florida
– -$11M -113,190 Closed
OP
850
ORG Partners
Indiana
– -$6.72M -69,413 Closed
32 33
34
35 36