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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 %
SCM
451
SOL Capital Management
Maryland
$1.29M +$30.5K +315 +2%
PI
452
Pachira Investments
California
$1.29M +$9.12K +94 +0.7%
SAM
453
Silvercrest Asset Management
New York
$1.28M +$1.28M +13,184 New
QC
454
Quadrature Capital
United Kingdom
$1.27M +$1.27M +13,160 New
ISFAN
455
Investor's Fiduciary Advisor Network
Washington
$1.27M +$1.27M +13,069 New
FA
456
Fiducient Advisors
Illinois
$1.26M +$854K +8,819 +210%
D
457
Dentgroup
Louisiana
$1.24M +$299K +3,089 +32%
MCM
458
Mendel Capital Management
Arkansas
$1.24M -$33.4K -345 -3%
WTB
459
Washington Trust Bank
Washington
$1.23M +$695K +7,177 +130%
SFA
460
Seneca Financial Advisors
New York
$1.22M -$199K -2,053 -14%
CFG
461
Citizens Financial Group
Rhode Island
$1.22M -$13.8K -143 -1%
DWAM
462
Duncan Williams Asset Management
Tennessee
$1.22M +$85.8K +886 +8%
AQR Capital Management
463
AQR Capital Management
Connecticut
$1.21M +$171K +1,765 +16%
TWP
464
Tempus Wealth Planning
California
$1.21M +$110K +1,140 +10%
PWM
465
Provident Wealth Management
Tennessee
$1.2M -$82.2K -849 -6%
AWMNH
466
Arcadia Wealth Management (New Hampshire)
New Hampshire
$1.18M +$7.94K +82 +0.7%
T. Rowe Price Associates
467
T. Rowe Price Associates
Maryland
$1.16M – – –
AAS
468
Ameritas Advisory Services
Nebraska
$1.16M -$1.89M -19,491 -62%
DWM
469
Dakota Wealth Management
Florida
$1.16M +$1.16M +11,955 New
RFN
470
RDA Financial Network
Iowa
$1.16M +$414K +4,277 +56%
ANTB
471
AMG National Trust Bank
Colorado
$1.15M -$62.1K -640 -5%
BW
472
Bison Wealth
Georgia
$1.14M -$1.83M -18,849 -61%
WSFS
473
Wilmington Savings Fund Society
Delaware
$1.14M +$2.81K +29 +0.2%
WCM
474
WealthTrak Capital Management
Virginia
$1.13M +$1.13M +11,720 New
LA
475
Latitude Advisors
Florida
$1.13M +$259K +2,671 +30%
17 18
19
20 21