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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 %
CSPAM
176
Cary Street Partners Asset Management
Virginia
$6.3M +$428K +4,127 +7%
TF
177
Trek Financial
Arizona
$6.3M +$388K +3,738 +7%
NHC
178
Nicholas Hoffman & Company
Georgia
$6.25M -$14.4K -139 -0.2%
SCA
179
Snowden Capital Advisors
New York
$6.25M +$1.37M +13,228 +28%
MAM
180
MMA Asset Management
Pennsylvania
$6.18M +$1.23M +12,028 +25%
JRP
181
Jasper Ridge Partners
California
$6.17M – – –
WP
182
WealthShield Partners
North Carolina
$6.14M +$332K +3,202 +6%
ASN
183
Advisory Services Network
Georgia
$6.13M +$280K +2,694 +5%
Comerica Bank
184
Comerica Bank
Texas
$6.07M -$401K -3,868 -6%
KCM
185
Kathmere Capital Management
Pennsylvania
$5.93M -$61.4K -592 -1%
KFG
186
Kingdom Financial Group
Arizona
$5.87M +$2M +19,226 +52%
GT
187
Glenmede Trust
Pennsylvania
$5.83M -$29.1K -280 -0.5%
C1AG
188
Client 1st Advisory Group
Florida
$5.71M -$544K -5,245 -9%
PAG
189
Private Advisor Group
New Jersey
$5.68M -$337K -3,249 -6%
SL
190
Sentinus LLC
Illinois
$5.67M +$5.67M +54,610 New
DAM
191
Derbend Asset Management
Georgia
$5.66M +$40.8K +393 +0.7%
GIS
192
Grayhawk Investment Strategies
Alberta, Canada
$5.63M -$379K -3,650 -6%
CWM
193
Certus Wealth Management
California
$5.6M +$893K +8,834 +19%
BJL
194
Brighton Jones LLC
Washington
$5.55M -$29.6K -285 -0.5%
FHA
195
First Horizon Advisors
Tennessee
$5.47M +$147K +1,421 +3%
FAM
196
Forte Asset Management
New York
$5.46M -$972K -9,369 -15%
WPW
197
Watershed Private Wealth
Illinois
$5.44M +$5.06M +48,754 +1,329%
TC
198
TownSquare Capital
Utah
$5.41M +$336K +3,241 +7%
CDH
199
Charles D. Hyman
$5.37M +$47.9K +600 +0.9%
LL
200
LWMG LLC
Minnesota
$5.34M +$98.9K +953 +2%
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