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iShares MSCI EAFE Growth ETF
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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 %
BFG
351
Berger Financial Group
Minnesota
$2.43M +$48.4K +500 +2%
PGFC
352
Peapack-Gladstone Financial Corp
New Jersey
$2.41M +$2.18M +22,546 +973%
JFGIW
353
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$2.4M -$5.27M -51,779 -69%
MWS
354
Maxwell Wealth Strategies
California
$2.35M +$243K +2,509 +12%
IFS
355
Ifrah Financial Services
Arkansas
$2.34M +$18.1K +187 +0.8%
RWS
356
Retirement Wealth Solutions
Wisconsin
$2.27M +$2.27M +23,522 New
FW
357
FullCircle Wealth
Texas
$2.27M +$606K +5,790 +36%
SAW
358
Signal Advisors Wealth
Michigan
$2.26M -$789K -8,147 -26%
MWC
359
MKD Wealth Coaches
Michigan
$2.24M +$2.24M +23,145 New
SPI
360
Sutton Place Investors
New York
$2.24M +$616K +6,366 +38%
CRI
361
Commonwealth Retirement Investments
Virginia
$2.23M +$275K +2,840 +14%
HSBC Holdings
362
HSBC Holdings
United Kingdom
$2.2M +$189K +1,947 +9%
FCFC
363
First Commonwealth Financial Corp
Pennsylvania
$2.18M +$16.4K +169 +0.8%
CFA
364
Cahill Financial Advisors
Minnesota
$2.17M -$52.3K -540 -2%
VPP
365
Vertex Planning Partners
Illinois
$2.17M +$69.4K +717 +3%
OCM
366
One Capital Management
California
$2.16M -$72.8K -752 -3%
CIC
367
Carnegie Investment Counsel
Ohio
$2.16M +$67.1K +693 +3%
VWM
368
Venturi Wealth Management
Texas
$2.15M -$18K -186 -0.8%
RIM
369
Redwood Investment Management
Arizona
$2.13M +$136K +1,409 +7%
FAIM
370
Financial Advocates Investment Management
Washington
$2.11M +$1.86M +19,220 +737%
ICP
371
Interchange Capital Partners
Pennsylvania
$2.1M +$277K +2,859 +15%
WP
372
WealthPLAN Partners
Nebraska
$2.09M -$436K -4,500 -17%
WFS
373
WealthGarden F.S.
California
$2.08M +$371K +3,828 +22%
TWP
374
Total Wealth Planning
Ohio
$2.07M +$761K +7,857 +58%
NC
375
Napatree Capital
Rhode Island
$2.06M -$28.1K -290 -1%
13 14
15
16 17