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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 %
DI
326
Disciplined Investments
Oklahoma
$2.98M -$581 -6 -0%
LI
327
LifeWealth Investments
Florida
$2.98M +$2.98M +30,728 New
EFG
328
Embree Financial Group
Illinois
$2.95M -$708K -7,315 -19%
HNB
329
Huntington National Bank
Ohio
$2.93M -$3.44M – –
GWP
330
Gateway Wealth Partners
Wisconsin
$2.91M +$310K +3,204 +12%
PG
331
Patten Group
Tennessee
$2.85M -$107K -1,103 -4%
DWMS
332
Dominguez Wealth Management Solutions
Virginia
$2.85M +$38.2K +395 +1%
CAM
333
Concorde Asset Management
Michigan
$2.85M +$184K +1,903 +7%
AF
334
Affiance Financial
Minnesota
$2.83M -$149K -1,542 -5%
JWCA
335
J.W. Cole Advisors
Florida
$2.82M +$221K +2,285 +9%
KWA
336
Kingswood Wealth Advisors
California
$2.8M +$313K +3,228 +13%
BWM
337
BlackDiamond Wealth Management
New York
$2.78M +$22.3K +230 +0.8%
HL
338
Harding Loevner
New Jersey
$2.75M +$2.75M +28,418 New
IA
339
IFG Advisory
Georgia
$2.69M +$484K +4,996 +22%
Susquehanna International Group
340
Susquehanna International Group
Pennsylvania
$2.69M -$9.84M -101,656 -79%
Kayne Anderson Rudnick Investment Management
341
Kayne Anderson Rudnick Investment Management
California
$2.68M +$2.68M +27,742 New
RFP
342
RCS Financial Planning
Maryland
$2.58M +$424K +4,380 +20%
NA
343
Navellier & Associates
Nevada
$2.58M – – –
BIG
344
Bush Investment Group
Georgia
$2.53M +$174K +1,792 +7%
CWP
345
Cyndeo Wealth Partners
Florida
$2.53M +$595K +6,144 +31%
FWMM
346
Foundation Wealth Management (Missouri)
Missouri
$2.52M +$2.13K +22 +0.1%
MSWMA
347
Market Street Wealth Management Advisors
Indiana
$2.5M +$179K +1,849 +8%
BWM
348
BankPlus Wealth Management
Mississippi
$2.48M +$2.48M +25,568 New
VW
349
Vance Wealth
California
$2.46M -$101K -1,047 -4%
MG
350
Mather Group
Illinois
$2.44M +$286K +2,956 +13%
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