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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 %
CWA
401
Clearview Wealth Advisors
Oregon
$1.73M -$54.9K -567 -3%
TPI
402
Trust Point Inc
Wisconsin
$1.71M +$1.2M +12,348 +230%
PFGIA
403
Patriot Financial Group Insurance Agency
Massachusetts
$1.71M +$331K +3,423 +24%
AG
404
Ascent Group
Virginia
$1.69M -$458K -4,727 -21%
MWM
405
Maripau Wealth Management
Indiana
$1.69M -$846K -8,741 -33%
MWA
406
Merkkuri Wealth Advisors
New York
$1.69M +$273K +2,824 +19%
BFS
407
BridgePort Financial Solutions
Iowa
$1.68M +$1.68M +16,459 New
ATI
408
ARK & TLK Investments
Oklahoma
$1.68M – – –
NL
409
NWAM LLC
Washington
$1.68M +$532K +5,494 +47%
FMTC
410
Farmers & Merchants Trust Company
California
$1.67M – – –
CAWM
411
Capital A Wealth Management
Pennsylvania
$1.66M +$1.66M +17,140 New
O3W
412
Omni 360 Wealth
New Jersey
$1.65M +$122K +1,263 +8%
SOS
413
Silver Oak Securities
Tennessee
$1.64M -$151K -1,559 -8%
SPC
414
Sigma Planning Corp
Michigan
$1.63M +$51.2K +529 +3%
JWM
415
Jacksonville Wealth Management
Florida
$1.63M +$1.63M +16,853 New
WANY
416
Wealthspire Advisors (New York)
New York
$1.63M +$1.22M +12,589 +299%
PFWA
417
Paces Ferry Wealth Advisors
Georgia
$1.62M -$4.75K -49 -0.3%
I
418
InvesTrust
Oklahoma
$1.6M +$1.6M +16,488 New
CF
419
Centaurus Financial
California
$1.57M +$42.5K +439 +3%
CFD
420
Creative Financial Designs
Indiana
$1.54M -$441K -4,554 -22%
SYBT
421
Stock Yards Bank & Trust
Kentucky
$1.54M +$146K +1,509 +10%
MBTD
422
Mechanics Bank - Trust Department
California
$1.53M -$849K -8,773 -36%
SFG
423
Shum Financial Group
California
$1.52M +$112K +1,159 +8%
DE
424
Diversified Enterprises
Delaware
$1.52M +$183K +1,886 +14%
PAG
425
Paladin Advisory Group
Iowa
$1.51M +$23.9K +247 +2%
15 16
17
18 19