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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
$170M
3
Envestnet Asset Management
Envestnet Asset Management
Illinois
$1.75B
4
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC)
Nebraska
$186M
5
Cetera Investment Advisers
Cetera Investment Advisers
Illinois
$110M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
$391M
2
Osaic Holdings
Osaic Holdings
Arizona
$36M
3
Jones Financial Companies
Jones Financial Companies
Missouri
$790M
4
AWM
AE Wealth Management
Kansas
$54.7M
5
FGAM
Financial Gravity Asset Management
Texas
$713K
Name Holding Trade Value Shares
Change 		Shares
Change %
LA
876
LM Advisors
California
– -$67.8K -700 Closed
CG
877
Cutler Group
California
– -$48K -500 Closed
AC
878
AlphaCore Capital
California
– -$28.3K -292 Closed
FA
879
Faithward Advisors
Pennsylvania
– -$23.2K -238 Closed
FFO
880
Fortitude Family Office
Arizona
– -$23K -237 Closed
CCM
881
Chilton Capital Management
Texas
– -$18K -186 Closed
AP
882
Arlington Partners
Alabama
– -$14K -145 Closed
HR
883
Howe & Rusling
New York
– -$12.3K -127 Closed
RIM
884
Rockbridge Investment Management
New York
– -$12K -124 Closed
TFA
885
Toth Financial Advisory
Virginia
– -$6.88K -71 Closed
TF
886
Tompkins Financial
New York
– -$6.01K -62 Closed
HT
887
Headlands Technologies
Illinois
– -$4.36K -45 Closed
OSNBOA
888
Old Second National Bank of Aurora
Illinois
– -$3.97K -41 Closed
NMG
889
New Millennium Group
Utah
– -$3.58K -37 Closed
HDIM
890
Hanson & Doremus Investment Management
Vermont
– -$3K -29 Closed
TVAMP
891
Tennessee Valley Asset Management Partners
Tennessee
– -$2.34K -24 Closed
CJ
892
Caitlin John
Michigan
– -$1.36K -14 Closed
FWM
893
Focused Wealth Management
New York
– -$1.27K -13 Closed
GG
894
Gleason Group
Kentucky
– -$512 -5 Closed
TFA
895
Transamerica Financial Advisors
Florida
– -$1K -1 Closed
32 33 34 35
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