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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 %
SW
501
SoFi Wealth
California
$1.02M +$1.02M +10,485 New
BW
502
BIP Wealth
Georgia
$1M -$6.49K -67 -0.6%
GWMIA
503
Global Wealth Management Investment Advisory
Florida
$994K -$13.9K -144 -1%
LFG
504
Larson Financial Group
Missouri
$989K -$160K -1,650 -14%
CCWA
505
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$976K +$976K +10,075 New
OAS
506
Optivise Advisory Services
Tennessee
$975K +$24.3K +251 +3%
SSW
507
Stone Summit Wealth
Florida
$957K +$19K +196 +2%
FA
508
Fedenia Advisers
Wisconsin
$954K +$954K +9,854 New
TWCA
509
Two West Capital Advisors
Kansas
$953K +$128K +1,317 +15%
AFG
510
Atomi Financial Group
New York
$953K +$150K +1,549 +19%
RFA
511
Resurgent Financial Advisors
Georgia
$950K +$281K +2,899 +42%
CP
512
Canopy Partners
Ohio
$948K -$5.81K -60 -0.6%
OC
513
Oppenheimer & Co
New York
$948K +$3K +31 +0.3%
AIA
514
Accelerate Investment Advisors
California
$939K +$248K +2,563 +36%
LA
515
Lifeworks Advisors
Michigan
$936K +$85.9K +887 +10%
CCM
516
Coldstream Capital Management
Washington
$930K +$129K +1,333 +16%
YIH
517
Y-Intercept (HK)
Hong Kong
$926K +$926K +9,565 New
PW
518
Peninsula Wealth
California
$916K -$227K -2,347 -20%
GSWM
519
Golden State Wealth Management
California
$915K +$915K +9,445 New
EWA
520
EverSource Wealth Advisors
Alabama
$910K +$242K +2,499 +36%
IC
521
IEQ Capital
California
$905K +$5.62K +58 +0.6%
RT
522
Rockland Trust
Massachusetts
$898K +$414K +4,278 +86%
T
523
Transce3nd
Texas
$896K +$896K +9,250 New
ONB
524
Old National Bancorp
Indiana
$888K +$888K +9,173 New
LCWP
525
Legacy Capital Wealth Partners
Arkansas
$887K +$887K +9,160 New
19 20
21
22 23