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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 %
KV
151
Kickstand Ventures
New York
$7.85M +$4.55M +43,871 +138%
TWM
152
TSA Wealth Management
Texas
$7.84M -$426K -4,103 -5%
KPWS
153
Kestra Private Wealth Services
Texas
$7.74M +$296K +2,856 +4%
WA
154
Wealth Alliance
New York
$7.54M +$304K +2,933 +4%
KFP
155
KMG Fiduciary Partners
Ohio
$7.53M +$321K +3,095 +4%
ACA
156
Aptus Capital Advisors
Alabama
$7.52M +$7.48M +72,022 +18,051%
PFP
157
Pinnacle Financial Partners
Tennessee
$7.43M +$415K +3,996 +6%
CPCP
158
Cedar Point Capital Partners
Iowa
$7.41M +$150K +1,449 +2%
PWM
159
Perigon Wealth Management
California
$7.35M +$1.58M +15,221 +27%
Creative Planning
160
Creative Planning
Kansas
$7.31M +$461K +4,437 +7%
KCM
161
KM Capital Management
Texas
$7.28M +$3.11K +30 +0%
Northern Trust
162
Northern Trust
Illinois
$7.2M +$504K +4,856 +8%
CL
163
Choreo LLC
Illinois
$7.18M -$54.7K -527 -0.8%
PFG
164
PAX Financial Group
Texas
$7.11M -$5.4K -52 -0.1%
LPAM
165
Lodestar Private Asset Management
California
$7.1M +$642K +6,185 +10%
CCFM
166
Clear Creek Financial Management
Washington
$7.1M -$105K -1,009 -1%
VHAM
167
Van Hulzen Asset Management
California
$7.05M +$15.2K +146 +0.2%
AR
168
Apeiron RIA
Texas
$6.93M +$122K +1,176 +2%
EL
169
EQ LLC
Washington
$6.91M +$654K +6,301 +10%
CFGS
170
Concourse Financial Group Securities
Alabama
$6.84M +$534K +5,149 +8%
Citigroup
171
Citigroup
New York
$6.84M -$508K -4,891 -7%
CTC
172
Central Trust Company
Missouri
$6.79M -$122K -1,179 -2%
SXL
173
Summit X LLC
Missouri
$6.72M -$291K -2,807 -4%
EH
174
Equitable Holdings
New York
$6.6M +$188K +1,816 +3%
BCM
175
Brookstone Capital Management
Illinois
$6.39M -$2.21M -21,290 -26%
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