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iShares MSCI EAFE Growth ETF
EFG

Overview Fund Activity

975 hedge funds and large institutions have $14.7B invested in iShares MSCI EAFE Growth ETF in 2024 Q4 according to their latest regulatory filings, with 141 funds opening new positions, 490 increasing their positions, 221 reducing their positions, and 51 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
975
Holders Change
+67
Holders Change %
+7.38%
% of All Funds
12.98%
Holding in Top 10
78
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
1.04%
New
141
Increased
490
Reduced
221
Closed
51
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Envestnet Asset Management
Envestnet Asset Management
Illinois
$2.96B
2
LPL Financial
LPL Financial
California
$886M
3
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$705M
4
DWM
Dynasty Wealth Management
Florida
$78M
5
BlackRock
BlackRock
New York
$302M

Top Sellers

1
Jones Financial Companies
Jones Financial Companies
Missouri
$652M
2
Jane Street
Jane Street
New York
$8.86M
3
CSPIA
Cary Street Partners Investment Advisory
Virginia
$421K
4
Prudential Financial
Prudential Financial
New Jersey
$4.63M
5
CIAS
CFS Investment Advisory Services
New Jersey
$21.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
NA
26
NewEdge Advisors
Louisiana
$85.6M +$16.7M +172,342 +24%
FIA
27
Foundations Investment Advisors
Arizona
$85.4M +$19.9M +205,253 +30%
AWM
28
AE Wealth Management
Kansas
$83.3M +$9.87M +101,921 +13%
Commonwealth Equity Services
29
Commonwealth Equity Services
Massachusetts
$78.5M +$5.96M +61,544 +8%
DWM
30
Dynasty Wealth Management
Florida
$78M +$78M +805,360 New
UCFA
31
United Capital Financial Advisors
Texas
$77.4M +$9.08M +93,788 +13%
TIAA Trust, National Association
32
TIAA Trust, National Association
North Carolina
$75.4M +$7.18M +74,127 +11%
SWP
33
Sagespring Wealth Partners
Tennessee
$68.9M +$68.9M +711,460 New
Thrivent Financial for Lutherans
34
Thrivent Financial for Lutherans
Minnesota
$68.3M +$7.02M +70,249 +11%
M&T Bank
35
M&T Bank
New York
$68.3M -$3.14M -32,451 -4%
Northwestern Mutual Wealth Management
36
Northwestern Mutual Wealth Management
Wisconsin
$67.5M +$5.59M +57,716 +9%
Raymond James Financial
37
Raymond James Financial
Florida
$65.1M +$65.1M +671,810 New
Royal Bank of Canada
38
Royal Bank of Canada
Ontario, Canada
$63.8M +$35.4M +366,065 +125%
Stifel Financial
39
Stifel Financial
Missouri
$60.4M +$9.61M +99,256 +19%
APW
40
Austin Private Wealth
Texas
$55M +$8.78M +90,670 +19%
Focus Partners Wealth
41
Focus Partners Wealth
Massachusetts
$52.5M +$5.57M +57,523 +12%
BPA
42
Beacon Pointe Advisors
California
$50.2M +$828K +8,550 +2%
Osaic Holdings
43
Osaic Holdings
Arizona
$50M +$11.9M +138,522 +31%
KIM
44
Kestra Investment Management
Texas
$49.2M +$4.42M +45,676 +10%
AAS
45
Avantax Advisory Services
Texas
$48.6M +$11.1M +114,376 +30%
Truist Financial
46
Truist Financial
North Carolina
$46.9M +$10.7M +110,752 +30%
AWMS
47
Advocacy Wealth Management Services
Georgia
$44.4M +$15.5M +159,701 +53%
QC
48
Quent Capital
New York
$44.1M +$2.28M +23,521 +5%
Mariner
49
Mariner
Kansas
$43.6M +$5.32M +54,909 +14%
FSWA
50
Financial Synergies Wealth Advisors
Texas
$42.6M +$1.3M +13,396 +3%
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