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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 %
FFN
201
Focus Financial Network
Minnesota
$5.32M +$256K +2,624 +5%
MGWM
202
Marks Group Wealth Management
Minnesota
$5.31M +$194K +1,870 +4%
LNC
203
Lincoln National Corp
Pennsylvania
$5.24M +$1.23M +11,830 +31%
OPPS
204
Obsidian Personal Planning Solutions
Maryland
$5.2M +$31.7K +321 +0.6%
FTUS
205
Flow Traders U.S.
New York
$5.16M -$18.1M -174,568 -78%
WA
206
Waverly Advisors
Alabama
$5.16M +$3.4M +32,767 +194%
IA
207
IFP Advisors
Florida
$5.13M -$2.62M -25,275 -34%
MYIA
208
Mount Yale Investment Advisors
Colorado
$5.1M +$413K +3,977 +9%
WFPG
209
Waller Financial Planning Group
Ohio
$5.05M -$1.05M -10,081 -17%
RIA
210
Regal Investment Advisors
Michigan
$5.03M -$332K -3,197 -6%
AAS
211
Ameritas Advisory Services
Nebraska
$5.02M -$623K -6,014 -11%
BHWM
212
Bay Harbor Wealth Management
Maryland
$5.01M +$365K +3,520 +8%
MFS
213
Madrona Financial Services
Washington
$4.99M +$414K +3,992 +9%
RCAG
214
Rehmann Capital Advisory Group
Michigan
$4.98M -$50.4K -486 -1%
SYBT
215
Stock Yards Bank & Trust
Kentucky
$4.94M +$2.04M +19,702 +71%
ECG
216
Edge Capital Group
Georgia
$4.93M +$4.93M +47,504 New
MWM
217
MorganRosel Wealth Management
Colorado
$4.92M +$293K +2,827 +6%
CFO
218
Callan Family Office
Pennsylvania
$4.91M +$18.2K +175 +0.4%
SL
219
SWMG LLC
Texas
$4.89M +$119K +1,148 +2%
CAM
220
Cobblestone Asset Management
Virginia
$4.86M +$4.86M +46,873 New
GCA
221
Greenwood Capital Associates
South Carolina
$4.85M +$2.75M +26,485 +131%
LA
222
Lane & Associates
New Jersey
$4.85M +$441K +4,246 +10%
Qube Research & Technologies (QRT)
223
Qube Research & Technologies (QRT)
United Kingdom
$4.83M +$4.11M +39,635 +578%
RWP
224
Revolve Wealth Partners
New Jersey
$4.82M -$964K -9,284 -17%
BSW
225
Buckingham Strategic Wealth
Missouri
$4.82M +$30.9K +298 +0.6%
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