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 %
SFSG
676
Sound Financial Strategies Group
Mississippi
$391K -$38.8K -401 -9%
Fisher Asset Management
677
Fisher Asset Management
Washington
$390K +$19.5K +201 +5%
DA
678
Doliver Advisors
Texas
$383K -$5.33K -55 -1%
HFO
679
Heritage Family Offices
Arizona
$379K +$48.7K +503 +15%
HNB
680
Hilltop National Bank
Wyoming
$375K – – –
SW
681
Simplicity Wealth
New Jersey
$375K -$7.36M -76,036 -95%
CWM
682
Cornerstone Wealth Management
Missouri
$374K -$28.4K -293 -7%
WFM
683
Wolff Financial Management
Michigan
$374K -$31K -320 -8%
MIA
684
MainStreet Investment Advisors
Illinois
$373K – – –
LNB
685
Ledyard National Bank
$371K -$9.68K -100 -3%
FCP
686
Fidelis Capital Partners
Florida
$371K – – –
FIM
687
Freedom Investment Management
Connecticut
$369K +$47.5K +491 +15%
UFAC
688
Urban Financial Advisory Corp
Illinois
$367K +$2.62K +27 +0.7%
UB
689
UMB Bank
Missouri
$365K -$8.81K -91 -2%
HIP
690
HUB Investment Partners
Texas
$362K +$148K +1,525 +69%
BL
691
Balentine LLC
Georgia
$361K -$35.4K -366 -9%
HPC
692
Hobart Private Capital
North Carolina
$361K -$5.13K -53 -1%
MSFS
693
Main Street Financial Solutions
Pennsylvania
$358K – – –
GIA
694
GHP Investment Advisors
Colorado
$357K -$95.3K -984 -21%
GPA
695
Guidance Point Advisors
Massachusetts
$355K +$355K +3,663 New
TCM
696
TD Capital Management
Tennessee
$353K +$1.94K +20 +0.6%
FMII
697
Farmers & Merchants Investments Inc
Nebraska
$350K – – –
QCM
698
QRG Capital Management
Illinois
$349K -$78K -805 -18%
DSA
699
Droms Strauss Advisors
Missouri
$349K -$12.4K -128 -3%
BFA
700
Bragg Financial Advisors
North Carolina
$348K +$348K +3,595 New
26 27
28
29 30