EFG icon

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 %
DT
526
Diversified Trust
Tennessee
$886K +$244K +2,520 +38%
WEG
527
World Equity Group
Illinois
$886K +$420K +4,335 +90%
APP
528
Avantax Planning Partners
Iowa
$885K +$2.03K +21 +0.2%
WFAG
529
Wescott Financial Advisory Group
Pennsylvania
$882K +$128K +1,321 +17%
CIBC World Market
530
CIBC World Market
Ontario, Canada
$879K -$46.4K -479 -5%
SFA
531
Sequoia Financial Advisors
Ohio
$876K -$21.8K -225 -2%
SIS
532
Sound Income Strategies
Florida
$873K +$280K +2,895 +47%
RDFA
533
Ritter Daniher Financial Advisory
Ohio
$873K -$3.97K -41 -0.5%
LWAM
534
Legacy Wealth Asset Management
Minnesota
$865K +$614K +6,346 +245%
PSP
535
Principal Street Partners
Tennessee
$865K +$6.1K +63 +0.7%
JJBC
536
James J. Burns & Company
New York
$853K +$3K +31 +0.4%
Citadel Advisors
537
Citadel Advisors
Florida
$849K -$106K -1,094 -11%
LGG
538
Luts & Greenleigh Group
Maryland
$846K +$24.3K +251 +3%
WWP
539
WR Wealth Planners
Missouri
$844K -$1.07M -11,063 -56%
HIM
540
Hanlon Investment Management
New Jersey
$839K -$56K -578 -6%
LAS
541
Lloyd Advisory Services
Georgia
$825K +$101K +1,040 +14%
WG
542
Watchman Group
Texas
$822K +$50.8K +525 +7%
Q1WB
543
Quest 10 Wealth Builders
Virginia
$818K +$818K +8,452 New
FCFC
544
First Citizens Financial Corp
Iowa
$811K +$12.3K +127 +2%
AFM
545
Armstrong Fleming & Moore
District of Columbia
$811K – – –
SG
546
StoneX Group
New York
$810K +$277K +2,862 +52%
FFA
547
Fragasso Financial Advisors
Pennsylvania
$808K -$83.7K -864 -9%
CFO
548
Collective Family Office
Pennsylvania
$799K – – –
BFG
549
Beacon Financial Group
Texas
$798K +$133K +1,372 +20%
OFG
550
Oxford Financial Group
Indiana
$792K +$73.3K +757 +10%
20 21
22
23 24