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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 %
MAS
276
Meeder Advisory Services
Ohio
$3.93M +$1.04M +10,700 +36%
SIM
277
Synergy Investment Management
Florida
$3.92M +$3.92M +40,440 New
CFG
278
Clayton Financial Group
Missouri
$3.89M +$864K +8,923 +29%
IA
279
IFP Advisors
Florida
$3.89M +$593K +6,128 +18%
MLA
280
My Legacy Advisors
Oregon
$3.88M +$475K +4,885 +14%
PA
281
PFG Advisors
Arizona
$3.87M +$305K +3,149 +9%
FRA
282
FFG Retirement Advisors
Colorado
$3.84M +$114K +1,177 +3%
WAL
283
W Advisors LLC
Tennessee
$3.82M +$208K +2,152 +6%
LSA
284
Lansing Street Advisors
Pennsylvania
$3.8M +$549K +5,671 +17%
FPF
285
First Pacific Financial
Washington
$3.8M +$18.8K +194 +0.5%
CAG
286
Csenge Advisory Group
Florida
$3.75M +$867K +8,957 +30%
JFA
287
JNBA Financial Advisors
Minnesota
$3.68M -$128K -1,322 -3%
FT
288
Fiduciary Trust
Massachusetts
$3.68M +$24.9K +257 +0.7%
BBA
289
Braun-Bostich & Associates
Pennsylvania
$3.67M +$486K +5,021 +15%
HI
290
Harbour Investments
Wisconsin
$3.64M +$283K +2,918 +8%
KFP
291
KMG Fiduciary Partners
Ohio
$3.64M -$343K -3,540 -9%
ELI
292
Empire Life Investments
Ontario, Canada
$3.61M +$96.8K +1,000 +3%
VCP
293
Verus Capital Partners
Arizona
$3.6M -$720K -7,431 -17%
CWM
294
Centurion Wealth Management
Virginia
$3.58M +$63.7K +658 +2%
LA
295
LVW Advisors
New York
$3.56M +$2.07M +21,360 +139%
PFBT
296
Parkside Financial Bank & Trust
Missouri
$3.52M -$2.71K -28 -0.1%
5W
297
5T Wealth
California
$3.49M +$3.49M +36,017 New
HA
298
Hofer & Associates
California
$3.47M +$657K +6,789 +23%
EPW
299
Endeavor Private Wealth
Kansas
$3.46M +$3.46M +35,778 New
SWP
300
ShoreHaven Wealth Partners
New Jersey
$3.46M +$104K +1,079 +3%
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