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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 %
TAM
701
Tocqueville Asset Management
New York
$340K +$24.2K +250 +8%
FTS
702
Fifth Third Securities
Ohio
$339K – – –
NFC
703
Northeast Financial Consultants
Connecticut
$335K – – –
BHPW
704
Beverly Hills Private Wealth
California
$333K -$44.2K -456 -12%
AIM
705
Advyzon Investment Management
Illinois
$332K +$332K +3,430 New
EAM
706
Evanson Asset Management
California
$332K – – –
MAMG
707
Milestone Asset Management Group
Connecticut
$331K +$331K +3,416 New
CWM
708
Connecticut Wealth Management
Connecticut
$330K +$1.45K +15 +0.4%
CIA
709
Cape Investment Advisory
Georgia
$330K +$50.7K +524 +18%
FP
710
Financial Perspectives
Minnesota
$328K -$29.2K -302 -8%
CA
711
CGN Advisors
Kansas
$328K -$68.7K -710 -17%
PCIA
712
Prime Capital Investment Advisors
Kansas
$326K -$41.1K -424 -11%
ACA
713
Aspire Capital Advisors
Washington
$325K -$22.8K -235 -7%
DRP
714
Decker Retirement Planning
Utah
$325K +$325K +3,353 New
HH
715
Hilltop Holdings
Texas
$322K +$322K +3,330 New
EL
716
EWA LLC
Pennsylvania
$322K +$322K +3,328 New
EAM
717
Empirical Asset Management
Massachusetts
$321K +$68.6K +708 +27%
VC
718
Veracity Capital
Georgia
$320K +$320K +3,307 New
WA
719
Westfuller Advisors
New York
$319K – – –
BA
720
Bristlecone Advisors
Washington
$318K – – –
LWANC
721
Laurel Wealth Advisors (North Carolina)
North Carolina
$316K – – –
KA
722
Kovack Advisors
Florida
$316K -$5.52K -57 -2%
AWM
723
Aprio Wealth Management
Georgia
$310K +$2.13K +22 +0.7%
IAIM
724
International Assets Investment Management
Florida
$310K +$310K +3,207 New
TWA
725
Talisman Wealth Advisors
New Jersey
$308K +$308K +3,176 New
27 28
29
30 31