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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 %
SWM
376
Sagace Wealth Management
Florida
$2.06M +$144K +1,486 +8%
VWA
377
Visionary Wealth Advisors
Illinois
$2.04M -$17.3K -179 -0.8%
SWM
378
Spire Wealth Management
Virginia
$2.04M +$151K +1,562 +8%
BEI
379
Benjamin Edwards Inc
Missouri
$2.04M +$335K +3,460 +20%
GVAG
380
Great Valley Advisor Group
Delaware
$2.02M -$22.4K -231 -1%
AA
381
Armis Advisers
Georgia
$1.99M +$1.99M +20,557 New
WA
382
Wambolt & Associates
Colorado
$1.98M -$62.8K -649 -3%
FFA
383
First Foundation Advisors
California
$1.98M -$97.6K -1,008 -5%
DADC
384
D.A. Davidson & Co
Montana
$1.98M -$110K -1,134 -5%
SFC
385
Strategic Financial Concepts
Texas
$1.94M +$1.48M +15,315 +328%
VCA
386
Verdence Capital Advisors
Maryland
$1.92M +$879K +9,083 +85%
FI
387
FWG Investments
Kentucky
$1.91M +$291K +3,003 +18%
SWA
388
Strata Wealth Advisors
Texas
$1.91M -$92.1K -951 -5%
BWA
389
BCU Wealth Advisors
Illinois
$1.9M +$346K +3,569 +22%
LIA
390
LifePlan Investment Advisors
North Carolina
$1.88M +$577K +5,960 +44%
CFS
391
Cannon Financial Strategists
Georgia
$1.84M – – –
SFS
392
Sowell Financial Services
Arkansas
$1.82M -$346K -3,577 -16%
TCA
393
Transcend Capital Advisors
New Jersey
$1.82M -$642K -6,628 -26%
FHC
394
First Heartland Consultants
Missouri
$1.79M +$529K +5,465 +42%
SFG
395
Sovereign Financial Group
Connecticut
$1.79M +$142K +1,464 +9%
CIA
396
Concurrent Investment Advisors
Florida
$1.78M -$180K -1,855 -9%
HKIMG
397
Hutchens & Kramer Investment Management Group
Indiana
$1.77M +$97.8K +1,010 +6%
TPCW
398
TD Private Client Wealth
New York
$1.76M +$59.2K +611 +3%
TNBTD
399
Trustmark National Bank Trust Department
Mississippi
$1.75M -$193K -1,993 -10%
TCWA
400
Turtle Creek Wealth Advisors
Texas
$1.74M – – –
14 15
16
17 18