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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 %
OSAM
601
O'Shaughnessy Asset Management
Connecticut
$594K +$19.8K +204 +3%
PWM
602
Pines Wealth Management
North Carolina
$584K +$584K +6,034 New
CIA
603
Choate Investment Advisors
Massachusetts
$583K – – –
CCG
604
Cypress Capital Group
Florida
$581K -$263K -2,714 -31%
FTWA
605
Fifth Third Wealth Advisors
Ohio
$575K +$325K +3,352 +129%
HCA
606
Harbour Capital Advisors
Virginia
$573K – – –
KFS
607
Kelly Financial Services
Massachusetts
$573K +$149K +1,534 +35%
NWAG
608
Net Worth Advisory Group
Utah
$571K +$194 +2 +0%
EWM
609
Evercore Wealth Management
New York
$569K -$457K -4,723 -45%
Betterment LLC
610
Betterment LLC
New York
$566K -$10.6K -109 -2%
MFG
611
MidWestOne Financial Group
Iowa
$566K – – –
GIA
612
Gladstone Institutional Advisory
Florida
$564K +$43K +444 +8%
SF
613
Summit Financial
New Jersey
$562K +$132K +1,366 +31%
ECA
614
Elevated Capital Advisors
Utah
$557K -$65.7K -679 -11%
PW
615
PUREfi Wealth
Massachusetts
$557K +$557K +5,751 New
FEM
616
Fulcrum Equity Management
Texas
$556K +$73.3K +757 +15%
S
617
Sachetta
Massachusetts
$554K +$48.4K +500 +10%
GFA
618
Gallagher Fiduciary Advisors
Illinois
$552K +$169K +1,741 +44%
WWM
619
Western Wealth Management
Colorado
$550K -$452K -4,668 -45%
PFA
620
Pinnacle Family Advisors
Missouri
$550K +$31.4K +324 +6%
WIM
621
WealthPlan Investment Management
Nebraska
$547K +$547K +5,651 New
MBT
622
Montecito Bank & Trust
California
$544K -$37K -382 -6%
PIA
623
Perennial Investment Advisors
California
$544K +$99.1K +1,023 +22%
MA
624
MONECO Advisors
Connecticut
$535K +$53.3K +550 +11%
MPWT
625
MassMutual Private Wealth & Trust
Connecticut
$530K -$2.71K -28 -0.5%
23 24
25
26 27