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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 %
VWWMG
626
Vermillion & White Wealth Management Group
Pennsylvania
$525K -$8.13K -84 -2%
FEG
627
Fund Evaluation Group
Ohio
$521K +$521K +5,385 New
BHIA
628
Birch Hill Investment Advisors
Massachusetts
$520K – – –
ABC
629
Associated Banc-Corp
Wisconsin
$519K -$37.1K -383 -7%
FPW
630
Fairvoy Private Wealth
Alabama
$518K +$518K +5,350 New
AF
631
Alerus Financial
North Dakota
$513K – – –
DWP
632
Daymark Wealth Partners
Ohio
$507K +$507K +5,231 New
CI
633
Conning Inc
Connecticut
$506K -$141K -1,459 -22%
GCA
634
Greenwood Capital Associates
South Carolina
$504K -$3.48M -35,978 -87%
NA
635
Novus Advisors
South Carolina
$502K +$502K +5,182 New
IBOK
636
Independence Bank of Kentucky
Kentucky
$495K – – –
FNBT
637
FineMark National Bank & Trust
Florida
$495K – – –
SSWM
638
Sheets Smith Wealth Management
North Carolina
$492K -$33K -341 -6%
OLVIG
639
Oliver Lagore Vanvalin Investment Group
Michigan
$491K +$59.9K +619 +14%
NW
640
NewEdge Wealth
Pennsylvania
$491K -$7.46K -77 -1%
VFPW
641
Vantage Financial Partners (Wisconsin)
Wisconsin
$490K -$299K -3,089 -38%
GCM
642
Gables Capital Management
Florida
$485K – – –
BFM
643
Boston Financial Management
Massachusetts
$482K – – –
QCM
644
Quantinno Capital Management
New York
$482K +$482K +4,980 New
HA
645
Herold Advisors
New York
$480K +$78.1K +807 +19%
WAP
646
Wealthcare Advisory Partners
Pennsylvania
$476K -$311K -3,207 -39%
TA
647
TrueWealth Advisors
Alabama
$469K +$90.8K +938 +24%
FA
648
Flagstar Advisors
New York
$468K +$71.8K +741 +18%
BOC
649
Blue Oak Capital
California
$467K +$467K +4,819 New
MHR
650
Matthew Hamilton Rosenberg
$464K +$581 +6 +0.1%
24 25
26
27 28