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iShares MSCI EAFE Growth ETF
EFG

Overview Fund Activity

976 hedge funds and large institutions have $14.8B invested in iShares MSCI EAFE Growth ETF in 2024 Q4 according to their latest regulatory filings, with 141 funds opening new positions, 491 increasing their positions, 221 reducing their positions, and 51 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
976
Holders Change
+68
Holders Change %
+7.49%
% of All Funds
12.99%
Holding in Top 10
79
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+1.28%
% of All Funds
1.05%
New
141
Increased
491
Reduced
221
Closed
51
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$520M
2
LPL Financial
LPL Financial
California
+$278M
3
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$130M
4
DWM
Dynasty Wealth Management
Florida
+$78M
5
BlackRock
BlackRock
New York
+$75.3M

Top Sellers

1
Jones Financial Companies
Jones Financial Companies
Missouri
-$92.6M
2
Jane Street
Jane Street
New York
-$72M
3
CSPIA
Cary Street Partners Investment Advisory
Virginia
-$30.9M
4
Prudential Financial
Prudential Financial
New Jersey
-$20.6M
5
CIAS
CFS Investment Advisory Services
New Jersey
-$17M
Name Holding Trade Value Shares
Change 		Shares
Change %
GWP
226
Gen-Wealth Partners
Michigan
$5.57M +$430K +4,439 +8%
SPAS
227
Spectrum Planning & Advisory Services
California
$5.49M +$344K +3,557 +7%
HPM
228
Hoxton Planning & Management
West Virginia
$5.48M +$516K +5,326 +10%
CFS
229
Commonwealth Financial Services
West Virginia
$5.47M +$524K +5,416 +11%
NHC
230
Nicholas Hoffman & Company
Georgia
$5.46M -$128K -1,325 -2%
KCM
231
Kathmere Capital Management
Pennsylvania
$5.39M +$55.8K +576 +1%
AA
232
Ancora Advisors
Ohio
$5.35M +$800K +8,263 +18%
MWM
233
Mosley Wealth Management
California
$5.33M +$928K +9,141 +21%
Neuberger Berman Group
234
Neuberger Berman Group
New York
$5.33M +$5.33M +55,069 New
JSW
235
Journey Strategic Wealth
New Jersey
$5.33M +$571K +5,899 +12%
BJL
236
Brighton Jones LLC
Washington
$5.23M +$123K +1,266 +2%
1WM
237
1900 Wealth Management
Texas
$5.2M -$223K -2,305 -4%
FWP
238
Firethorn Wealth Partners
Georgia
$5.19M +$260K +2,686 +5%
SVWG
239
Shared Vision Wealth Group
United States
$5.17M +$444K +4,583 +9%
GIS
240
Grayhawk Investment Strategies
Alberta, Canada
$5.12M -$136K -1,400 -3%
CA
241
CoreCap Advisors
Michigan
$5.07M +$756K +7,804 +18%
WPIC
242
White Pine Investment Company
Michigan
$5.05M +$468K +4,829 +10%
CPWA
243
Cerro Pacific Wealth Advisors
California
$5.01M +$2.09M +19,423 +72%
NP
244
NorthRock Partners
Minnesota
$5M -$809K -8,350 -14%
CF
245
Collier Financial
Colorado
$4.99M +$4.99M +51,519 New
RWP
246
Revolve Wealth Partners
New Jersey
$4.88M +$530K +5,478 +12%
TWM
247
Tradition Wealth Management
Minnesota
$4.83M +$289K +2,986 +6%
SFS
248
Security Financial Services
Indiana
$4.8M +$1.02M +10,506 +27%
PWPS
249
Pinnacle Wealth Planning Services
Ohio
$4.78M +$233K +2,410 +5%
WFPG
250
Waller Financial Planning Group
Ohio
$4.7M -$43.6K -450 -0.9%
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