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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 %
Prudential Financial
251
Prudential Financial
New Jersey
$4.63M -$20.6M -212,442 -82%
ECG
252
Edge Capital Group
Georgia
$4.59M -$48K -496 -1%
CFO
253
Callan Family Office
Pennsylvania
$4.56M -$47.4K -490 -1%
VA
254
Valmark Advisers
Ohio
$4.54M +$41.2K +426 +0.9%
EFG
255
Ehrlich Financial Group
California
$4.53M +$1.05M +10,810 +30%
CA
256
Claro Advisors
Massachusetts
$4.52M +$831K +8,577 +23%
IAA
257
Independent Advisor Alliance
North Carolina
$4.5M +$4.5M +46,524 New
CTC
258
Central Trust Company
Missouri
$4.46M -$268K -2,763 -6%
CCM
259
Condor Capital Management
New Jersey
$4.43M -$968 -10 -0%
MA
260
Mutual Advisors
Nebraska
$4.33M +$264K +2,694 +6%
USCWA
261
U.S. Capital Wealth Advisors
Texas
$4.28M +$667K +6,891 +18%
LWA
262
Lifelong Wealth Advisors
Minnesota
$4.2M +$4.2M +43,351 New
DWT
263
Dorsey & Whitney Trust
South Dakota
$4.19M +$102K +1,051 +2%
SFP
264
Sterling Financial Planning
New Jersey
$4.16M +$118K +1,220 +3%
AWA
265
Arete Wealth Advisors
Illinois
$4.1M +$321K +3,312 +9%
KV
266
Kickstand Ventures
New York
$4.08M +$482K +4,982 +13%
SWA
267
SOA Wealth Advisors
New York
$4.04M +$27.8K +287 +0.7%
HG
268
Harbor Group
New Hampshire
$4.03M -$2.32K -24 -0.1%
LF
269
Lantz Financial
Illinois
$4.02M +$509K +5,256 +15%
TPWA
270
Twin Peaks Wealth Advisors
California
$4.01M +$1M +10,354 +33%
NPF
271
Norris Perne & French
Michigan
$4.01M +$12.3K +127 +0.3%
SWM
272
Scissortail Wealth Management
Oklahoma
$4.01M +$3.96M +40,939 +9,678%
RSWM
273
Robertson Stephens Wealth Management
California
$3.96M -$846K -8,740 -18%
QPWM
274
Quadrant Private Wealth Management
Pennsylvania
$3.95M +$997K +10,301 +34%
BBWP
275
Beacon Bridge Wealth Partners
Pennsylvania
$3.95M +$791K +8,170 +25%
9 10
11
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