EFG icon

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
$170M
3
Envestnet Asset Management
Envestnet Asset Management
Illinois
$1.75B
4
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC)
Nebraska
$186M
5
Cetera Investment Advisers
Cetera Investment Advisers
Illinois
$110M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
$391M
2
Osaic Holdings
Osaic Holdings
Arizona
$36M
3
Jones Financial Companies
Jones Financial Companies
Missouri
$790M
4
AWM
AE Wealth Management
Kansas
$54.7M
5
FGAM
Financial Gravity Asset Management
Texas
$713K
Name Holding Trade Value Shares
Change 		Shares
Change %
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$1.75B +$87.9M +846,819 +5%
Jones Financial Companies
2
Jones Financial Companies
Missouri
$790M -$80.6M -776,199 -9%
JPMorgan Chase & Co
3
JPMorgan Chase & Co
New York
$504M +$45.6M +439,176 +10%
LPL Financial
4
LPL Financial
California
$458M +$25.1M +241,422 +6%
Morgan Stanley
5
Morgan Stanley
New York
$391M -$371M -3,574,172 -49%
Bank of America
6
Bank of America
North Carolina
$385M -$18.9M -181,744 -5%
SAG
7
SageView Advisory Group
California
$273M +$273M +2,783,580 +56,912%
Envestnet Portfolio Solutions
8
Envestnet Portfolio Solutions
Illinois
$241M +$17.7M +170,268 +8%
BlackRock
9
BlackRock
New York
$202M +$5.55M +53,485 +3%
Carson Wealth (CWM LLC)
10
Carson Wealth (CWM LLC)
Nebraska
$186M +$76.7M +739,023 +70%
PAS
11
Park Avenue Securities
New York
$176M +$11.5M +110,754 +7%
US Bancorp
12
US Bancorp
Minnesota
$171M +$12.3M +118,043 +8%
Jane Street
13
Jane Street
New York
$170M +$130M +1,248,909 +321%
Wells Fargo
14
Wells Fargo
California
$140M +$1.71M +16,472 +1%
PNC Financial Services Group
15
PNC Financial Services Group
Pennsylvania
$135M -$1.68M -16,231 -1%
MML Investors Services
16
MML Investors Services
Massachusetts
$128M +$12.8M +123,552 +11%
Fidelity Investments
17
Fidelity Investments
Massachusetts
$114M -$2.29M -22,027 -2%
FWI
18
Facet Wealth Inc
Maryland
$112M +$14.8M +145,170 +15%
Cetera Investment Advisers
19
Cetera Investment Advisers
Illinois
$110M +$57M +549,140 +108%
Ameriprise
20
Ameriprise
Minnesota
$109M +$6.78M +65,320 +7%
UBS Group
21
UBS Group
Switzerland
$100M +$4.82M +46,409 +5%
Janney Montgomery Scott
22
Janney Montgomery Scott
Pennsylvania
$97.7M +$4.76M +45,818 +5%
Bank of New York Mellon
23
Bank of New York Mellon
New York
$88.2M +$7.38M +71,106 +9%
M&T Bank
24
M&T Bank
New York
$86.8M -$13.8M -132,749 -14%
OIA
25
OneDigital Investment Advisors
Kansas
$68.4M +$3.23M +31,125 +5%
1
2 3 4 5