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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 %
SWC
126
Spectrum Wealth Counsel
Indiana
$10.7M +$61.1K +589 +0.6%
PFA
127
Pettinga Financial Advisors
Indiana
$10.7M -$1.02M -9,853 -9%
GC
128
Gratus Capital
Georgia
$10.5M +$417K +4,015 +4%
PPP
129
Private Portfolio Partners
New Jersey
$10.5M +$417K +4,014 +4%
RA
130
RFG Advisory
Alabama
$10.3M -$46.8K -451 -0.5%
T
131
TNF
Montana
$10M +$267K +2,676 +3%
SPIA
132
Steward Partners Investment Advisory
New York
$9.63M +$608K +5,857 +7%
KFI
133
Key Financial Inc
Pennsylvania
$9.56M -$105K -1,010 -1%
SP
134
Stonebrook Private
Michigan
$9.54M +$1.33M +12,816 +16%
FLA
135
Financial Life Advisors
Texas
$9.47M -$473K -4,559 -5%
SW
136
Simplicity Wealth
New Jersey
$9.44M +$565K +5,439 +6%
1WM
137
1900 Wealth Management
Texas
$9.32M -$2.05M -19,744 -18%
PWA
138
Physician Wealth Advisors
Utah
$9.28M +$1.18M +12,043 +15%
KFSC
139
Keystone Financial Services (Colorado)
Colorado
$9.18M +$727K +7,006 +9%
CWS
140
Cypress Wealth Services
California
$9.12M +$122K +1,180 +1%
CWM
141
Cranbrook Wealth Management
Michigan
$9.06M -$239K -2,304 -3%
Franklin Resources
142
Franklin Resources
California
$8.96M +$1.18M +11,393 +15%
TWM
143
Tanglewood Wealth Management
Texas
$8.92M -$134K -1,292 -1%
OAP
144
One Advisory Partners
Kansas
$8.46M -$625K -6,022 -7%
EWM
145
Empirical Wealth Management
Washington
$8.41M +$1.2M +11,522 +17%
JFGIW
146
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$8.37M -$686K -6,613 -8%
PCG
147
Prosperity Consulting Group
Maryland
$8.26M +$6.62M +63,799 +404%
AA
148
Axiom Advisory
California
$8.04M +$215K +2,068 +3%
BFPW
149
BOK Financial Private Wealth
Colorado
$7.96M -$229K -2,204 -3%
JIC
150
Johnson Investment Counsel
Ohio
$7.85M +$1.06M +10,174 +16%
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