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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 %
OFG
301
Omega Financial Group
California
$3.43M -$24.5K -253 -0.7%
TF
302
Theory Financial
Colorado
$3.43M +$681K +7,038 +25%
MWM
303
Modern Wealth Management
Kansas
$3.4M +$1.95M +20,117 +134%
QWP
304
Quotient Wealth Partners
Texas
$3.38M +$248K +2,559 +8%
AWE
305
Avidian Wealth Enterprises
Texas
$3.36M +$586K +6,054 +21%
BCG
306
Breakwater Capital Group
New Jersey
$3.36M +$156K +1,611 +5%
FAT
307
First American Trust
California
$3.35M +$563K +5,811 +20%
GRP
308
Global Retirement Partners
California
$3.35M +$895K +9,244 +36%
WIA
309
World Investment Advisors
California
$3.3M +$1.9M +19,605 +136%
SF
310
SWP Financial
California
$3.25M +$3.25M +33,601 New
DAS
311
Diversify Advisory Services
Utah
$3.23M -$449K -4,644 -12%
MFS
312
Madrona Financial Services
Washington
$3.22M -$1.91M -19,674 -37%
BOSSRA
313
B.O.S.S. Retirement Advisors
Utah
$3.21M +$2.78M +28,726 +656%
PAMG
314
Patton Albertson Miller Group
Tennessee
$3.16M -$91.4K -944 -3%
FHA
315
Flagship Harbor Advisors
Massachusetts
$3.15M +$1.02M +10,485 +47%
GWM
316
Geneos Wealth Management
Colorado
$3.14M +$63.8K +659 +2%
Rockefeller Capital Management
317
Rockefeller Capital Management
New York
$3.14M +$1.03M +10,634 +49%
SC
318
Savant Capital
Illinois
$3.12M -$103K -1,059 -3%
UW
319
Unique Wealth
Florida
$3.08M +$1.76M +18,159 +133%
CC
320
Copperleaf Capital
North Carolina
$3.07M +$815K +8,419 +36%
DL
321
DOHJ LLC
Washington
$3.07M +$84.4K +872 +3%
BWA
322
Beam Wealth Advisors
Louisiana
$3.03M -$18.8K -194 -0.6%
AFTS
323
American Financial & Tax Strategies
New York
$3.02M – – –
AC
324
Avestar Capital
New York
$3.01M -$214K -2,210 -7%
BWMG
325
Barnes Wealth Management Group
California
$2.99M +$2.99M +30,855 New
11 12
13
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