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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 %
RFA
76
RTD Financial Advisors
Pennsylvania
$21.4M +$43.5K +419 +0.2%
CAPTRUST Financial Advisors
77
CAPTRUST Financial Advisors
North Carolina
$21.2M -$12.1M -116,808 -36%
Bank of Montreal
78
Bank of Montreal
Ontario, Canada
$20.8M -$152K -1,459 -0.7%
CA
79
Cetera Advisors
Colorado
$20.7M +$5.92M +57,027 +40%
Prudential Financial
80
Prudential Financial
New Jersey
$20.5M +$498K +4,800 +2%
SWM
81
Shakespeare Wealth Management
Wisconsin
$20.5M +$195K +1,878 +1%
CSWG
82
Cardinal Strategic Wealth Guidance
Kentucky
$20.5M -$83.6K -805 -0.4%
Citadel Advisors
83
Citadel Advisors
Florida
$20.2M +$20.2M +194,765 New
RWP
84
RWA Wealth Partners
Massachusetts
$19.4M -$951K -9,164 -5%
Susquehanna International Group
85
Susquehanna International Group
Pennsylvania
$18.5M +$18.5M +177,873 New
CB
86
Commerce Bank
Missouri
$17.8M +$9.38M +90,357 +111%
CW
87
CreativeOne Wealth
Kansas
$17.8M +$5.94M +57,184 +50%
CFD
88
Creative Financial Designs
Indiana
$16.2M +$367K +3,537 +2%
Wealth Enhancement Advisory Services
89
Wealth Enhancement Advisory Services
Minnesota
$16.1M -$451K -4,348 -3%
GT
90
Greenleaf Trust
Michigan
$15.5M +$39.9K +384 +0.3%
NP
91
NorthRock Partners
Minnesota
$15.4M -$2.45M -23,591 -14%
CWA
92
Consilio Wealth Advisors
Washington
$15.3M +$434K +4,179 +3%
OMC
93
Old Mission Capital
Illinois
$15.3M +$15.3M +147,039 New
FA
94
Fountainhead AM
New Jersey
$15M +$1.01M +9,717 +7%
SHJ
95
Sharkey, Howes & Javer
Colorado
$14.9M +$780K +7,520 +6%
CCA
96
Checchi Capital Advisers
California
$14.8M -$138K -1,333 -0.9%
WAM
97
Wakefield Asset Management
Colorado
$14.7M +$16.9K +163 +0.1%
William Blair & Company
98
William Blair & Company
Illinois
$14.2M +$381K +3,667 +3%
SCA
99
STALEY CAPITAL ADVISERS
Pennsylvania
$14.1M -$14.5K -140 -0.1%
HFA
100
High Falls Advisors
New York
$14.1M +$878K +8,461 +7%
2 3
4
5 6