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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 %
Baird Financial Group
101
Baird Financial Group
Wisconsin
$13.7M -$2.96M -28,498 -18%
HGWM
102
Horst & Graben Wealth Management
Oregon
$13.5M +$655K +6,315 +5%
ACA
103
Affinity Capital Advisors
California
$13.4M +$2.16M +20,857 +19%
CA
104
CSM Advisors
Pennsylvania
$13.3M +$13.3M +128,100 New
NRA
105
NSI Retail Advisors
Pennsylvania
$13.3M +$13.3M +128,100 New
SB
106
Strategic Blueprint
Georgia
$13.2M -$339K -3,270 -3%
BFC
107
Bedel Financial Consulting
Indiana
$12.9M -$20.7K -199 -0.2%
AWMS
108
Advocacy Wealth Management Services
Georgia
$12.8M -$9.56M -92,133 -43%
I
109
INVST
Indiana
$12.8M -$826K -7,993 -6%
SHIM
110
Stone House Investment Management
Pennsylvania
$12.8M +$4.23M +40,718 +49%
MCCA
111
Mill Creek Capital Advisors
Pennsylvania
$12.5M -$102K -980 -0.8%
BCI
112
Brinker Capital Investments
Pennsylvania
$12.3M -$2.31M -22,273 -16%
OPS
113
Orion Portfolio Solutions
Nebraska
$12.3M -$2.31M -22,273 -16%
WWG
114
West Wealth Group
California
$12.2M +$644K +6,202 +6%
MGIA
115
Moneta Group Investment Advisors
Missouri
$12.1M -$438K -4,219 -3%
SW
116
SteelPeak Wealth
California
$12M +$819K +7,888 +7%
KWM
117
Keebeck Wealth Management
Illinois
$11.9M +$525K +5,063 +5%
CAM
118
Cresset Asset Management
Illinois
$11.6M +$10.6M +102,334 +1,110%
LWA
119
Lineweaver Wealth Advisors
Ohio
$11.6M +$184K +1,772 +2%
FFA
120
Farther Finance Advisors
California
$11.6M +$1.76M +16,998 +18%
OWA
121
One Wealth Advisors
California
$11.5M -$1.94M -18,662 -14%
RW
122
Regimen Wealth
Georgia
$11.5M -$145K -1,398 -1%
CFA
123
Cahill Financial Advisors
Minnesota
$11.5M -$48.6K -468 -0.4%
MFG
124
Merit Financial Group
Georgia
$10.8M +$501K +4,949 +5%
BTI
125
Blue Trust Inc
Georgia
$10.8M -$6.69M -64,428 -38%
3 4
5
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