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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 %
SPWG
651
Syntegra Private Wealth Group
Missouri
$461K +$46K +475 +11%
RRCM
652
Rappaport Reiches Capital Management
Illinois
$452K – – –
ACP
653
Aveo Capital Partners
Colorado
$451K +$80.7K +833 +22%
MHB
654
Midwest Heritage Bank
Iowa
$449K -$181K -1,868 -29%
CA
655
Continuum Advisory
Idaho
$442K +$5.42K +56 +1%
AIM
656
Athena Investment Management
California
$438K -$871 -9 -0.2%
AWP
657
Avid Wealth Partners
Texas
$438K +$438K +4,527 New
LSA
658
Lion Street Advisors
Texas
$435K +$163K +1,687 +60%
MCM
659
MAI Capital Management
Ohio
$434K -$8.33K -86 -2%
MMA
660
Miracle Mile Advisors
California
$428K +$428K +4,424 New
NRC
661
New Republic Capital
North Carolina
$424K +$101K +1,047 +31%
CSPIA
662
Cary Street Partners Investment Advisory
Virginia
$421K -$30.9M -319,609 -99%
RFG
663
REAP Financial Group
Texas
$415K -$10.2K -105 -2%
PA
664
Procyon Advisors
Connecticut
$415K +$415K +4,283 New
UIM
665
Unified Investment Management
Georgia
$414K +$414K +4,278 New
BFP
666
Beacon Financial Planning
Massachusetts
$413K +$55.9K +577 +16%
FA
667
Fermata Advisors
California
$413K +$290 +3 +0.1%
HPBT
668
Hickory Point Bank & Trust
Illinois
$404K +$404K +4,174 New
MWG
669
Martin Worley Group
Utah
$404K +$404K +4,173 New
BWL
670
Bogart Wealth LLC
Virginia
$404K – – –
GKWIM
671
Gerber Kawasaki Wealth & Investment Management
California
$402K -$14.6K -151 -4%
QP
672
Quartz Partners
New York
$400K -$27.4K -283 -6%
HCMT
673
Highland Capital Management (Tennessee)
Tennessee
$399K +$97 +1 +0%
MWM
674
Mission Wealth Management
California
$399K -$331K -3,415 -45%
LRWM
675
Lord & Richards Wealth Management
Colorado
$391K +$391K +4,041 New
25 26
27
28 29