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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 %
BFA
476
Beacon Financial Advisory
Ohio
$1.13M +$141K +1,451 +14%
FPAS
477
Focus Partners Advisor Solutions
Missouri
$1.13M +$776K +8,014 +218%
KWM
478
Kingsview Wealth Management
Oregon
$1.13M +$205K +2,121 +22%
MIA
479
Milestone Investment Advisors
Wisconsin
$1.12M -$55.7K -575 -5%
IFWM
480
Institute for Wealth Management
Colorado
$1.12M +$17.9K +185 +2%
CW
481
Cook Wealth
North Carolina
$1.11M +$108K +1,061 +11%
EW
482
Evoke Wealth
California
$1.09M -$104K -1,074 -9%
PA
483
Pinnacle Associates
New York
$1.09M -$29K -300 -3%
MCM
484
Mainstream Capital Management
California
$1.09M +$29.5K +305 +3%
CPA
485
Cardiff Park Advisors
California
$1.09M -$24K -248 -2%
Squarepoint
486
Squarepoint
New York
$1.08M +$1.08M +11,124 New
BCM
487
BTC Capital Management
Iowa
$1.07M – – –
AWA
488
Arkadios Wealth Advisors
Georgia
$1.07M +$82.7K +854 +8%
AFW
489
Avantra Family Wealth
Pennsylvania
$1.06M +$1.06M +10,972 New
ACM
490
Absolute Capital Management
Pennsylvania
$1.06M +$171K +1,761 +19%
PFS
491
Prospera Financial Services
Texas
$1.05M +$614K +6,339 +142%
WWM
492
Waterway Wealth Management
Texas
$1.04M +$1.04M +10,778 New
KeyBank National Association
493
KeyBank National Association
Ohio
$1.04M +$53.9K +557 +5%
JCM
494
Jacobi Capital Management
Pennsylvania
$1.04M +$77K +795 +8%
VNA
495
Valley National Advisers
Pennsylvania
$1.03M +$7.36K +76 +0.7%
RCAG
496
Rehmann Capital Advisory Group
Michigan
$1.03M -$3.24M -33,478 -76%
PTC
497
Private Trust Company
Ohio
$1.02M +$38.8K +401 +4%
VFA
498
Valeo Financial Advisors
Indiana
$1.02M -$88.7K -916 -8%
SFA
499
Semmax Financial Advisors
North Carolina
$1.02M +$214K +2,042 +27%
CCG
500
Catalina Capital Group
California
$1.02M +$128K +1,325 +14%
18 19
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