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 %
MWP
551
MYCIO Wealth Partners
Pennsylvania
$790K +$5.62K +58 +0.7%
PA
552
Parallel Advisors
California
$790K +$68.7K +709 +10%
WS
553
Wedbush Securities
California
$788K +$158K +1,628 +25%
EK
554
Evensky & Katz
Florida
$780K +$4.45K +46 +0.6%
PAM
555
Palisade Asset Management
Minnesota
$778K -$97 -1 -0%
HS
556
Horan Securities
United States
$776K -$66.2K -684 -8%
SWP
557
Semus Wealth Partners
Florida
$773K +$177K +1,829 +30%
AWM
558
Alterna Wealth Management
Texas
$771K +$159K +1,647 +26%
SF
559
Synovus Financial
Georgia
$748K -$1.55K -16 -0.2%
CWA
560
Canvas Wealth Advisors
Kansas
$744K +$46.3K +478 +7%
CWM
561
Copia Wealth Management
Oregon
$741K +$741K +7,654 New
SWA
562
Sax Wealth Advisors
New Jersey
$734K +$9.39K +97 +1%
QWM
563
Quadcap Wealth Management
Texas
$727K -$53.4K -551 -7%
CPIG
564
Chicago Partners Investment Group
Illinois
$722K -$6.27K -64 -0.9%
HF
565
HRT Financial
New York
$721K +$721K +7,450 New
MIM
566
Macroview Investment Management
Maryland
$719K +$19.1K +197 +3%
JIR
567
James Investment Research
Ohio
$717K +$48.7K +503 +7%
RF
568
RHS Financial
California
$715K +$132K +1,358 +23%
MFG
569
Magnus Financial Group
New York
$715K +$184K +1,900 +35%
CWA
570
Cornerstone Wealth Advisors
Minnesota
$712K +$7.75K +80 +1%
MFC
571
Morris Financial Concepts
South Carolina
$710K +$98.8K +1,020 +16%
MCC
572
Maiden Cove Capital
Maine
$701K -$55.5K -573 -7%
Wealthfront Advisers
573
Wealthfront Advisers
California
$696K +$80.6K +832 +13%
NFW
574
Noble Family Wealth
Florida
$695K – – –
LI
575
LMCG Investments
Massachusetts
$695K -$104K -1,073 -13%
21 22
23
24 25