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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 %
MOS
426
MGO One Seven
Ohio
$1.49M -$137K -1,416 -8%
AIA
427
Angeles Investment Advisors
California
$1.47M -$1.37M -14,145 -48%
RCM
428
Raleigh Capital Management
North Carolina
$1.47M +$199K +2,057 +16%
KWS
429
Keystone Wealth Services
California
$1.46M +$84.8K +876 +6%
AFG
430
Allegheny Financial Group
Pennsylvania
$1.45M +$205K +2,121 +16%
ACM
431
Advisors Capital Management
New Jersey
$1.45M +$4.75K +49 +0.3%
RW
432
Ridgeline Wealth
Arizona
$1.44M +$1.44M +14,893 New
AWP
433
Axis Wealth Partners
Rhode Island
$1.42M +$1.42M +14,680 New
EFG
434
Elios Financial Group
Ohio
$1.42M +$3.87K +40 +0.3%
CCMG
435
Clark Capital Management Group
Pennsylvania
$1.42M -$46.5K -480 -3%
Brown Advisory
436
Brown Advisory
Maryland
$1.41M +$285K +2,944 +25%
PCA
437
Prosperity Capital Advisors
Ohio
$1.41M +$214K +2,211 +18%
KP
438
Keel Point
Alabama
$1.41M +$70K +723 +5%
SCM
439
SCS Capital Management
Massachusetts
$1.39M +$98.9K +1,021 +8%
APWM
440
Anchor Pointe Wealth Management
Missouri
$1.36M +$1.36M +14,052 New
APC
441
Aspire Private Capital
North Carolina
$1.36M +$223K +2,306 +20%
DFG
442
Dynamic Financial Group
Iowa
$1.36M +$1.36M +14,022 New
PIM
443
Penobscot Investment Management
Massachusetts
$1.35M -$51.8K -535 -4%
Kovitz Investment Group Partners
444
Kovitz Investment Group Partners
Illinois
$1.34M +$16.5K +170 +1%
HR
445
Hardy Reed
Mississippi
$1.34M +$36.4K +376 +3%
CFG
446
Cooper Financial Group
California
$1.34M +$323K +3,332 +32%
FCI
447
Financial Counselors Inc
Kansas
$1.34M -$133K -1,370 -9%
IIC
448
Ironwood Investment Counsel
Arizona
$1.33M +$775 +8 +0.1%
AC
449
Addison Capital
Pennsylvania
$1.32M +$368K +3,803 +39%
MWM
450
Meridian Wealth Management
Kentucky
$1.3M +$464K +4,794 +55%
16 17
18
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