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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 %
Neuberger Berman Group
851
Neuberger Berman Group
New York
– -$6.58M -67,961 Closed
WF
852
Williams Financial
Vermont
– -$5.81M -59,989 Closed
HL
853
Harding Loevner
New Jersey
– -$4.93M -50,855 Closed
SA
854
Scarborough Advisors
Maryland
– -$3.45M -35,585 Closed
BBNA
855
Bremer Bank National Association
Minnesota
– -$2.47M -25,494 Closed
BOSSRA
856
B.O.S.S. Retirement Advisors
Utah
– -$2.31M -23,815 Closed
DWM
857
Dakota Wealth Management
Florida
– -$2.11M -21,785 Closed
JWS
858
Juncture Wealth Strategies
Arizona
– -$2.11M -21,776 Closed
WIA
859
World Investment Advisors
California
– -$1.4M -14,454 Closed
FA
860
FDx Advisors
Illinois
– -$1.1M -11,376 Closed
AWM
861
Aprio Wealth Management
Georgia
– -$978K -10,102 Closed
WCM Investment Management
862
WCM Investment Management
California
– -$853K -8,812 Closed
PA
863
Procyon Advisors
Connecticut
– -$648K -6,686 Closed
TLFA
864
True Link Financial Advisors
California
– -$610K -6,303 Closed
LAS
865
Lloyd Advisory Services
Georgia
– -$480K -4,955 Closed
QCG
866
Quadrant Capital Group
Ohio
– -$443K -4,575 Closed
BAM
867
BOS Asset Management
Illinois
– -$428K -4,417 Closed
AFAS
868
Acorn Financial Advisory Services
Virginia
– -$340K -3,585 Closed
TSS
869
Two Sigma Securities
New York
– -$325K -3,360 Closed
MIH
870
Meitav Investment House
Israel
– -$302K -3,115 Closed
PFA
871
Professional Financial Advisors
Nebraska
– -$300K -3,095 Closed
MW
872
Marcum Wealth
Ohio
– -$262K -2,709 Closed
APWA
873
Atlas Private Wealth Advisors
New Jersey
– -$248K -2,557 Closed
FCB
874
First County Bank
Connecticut
– -$243K -2,504 Closed
SW
875
SlateStone Wealth
Florida
– -$238K -2,461 Closed
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