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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
$2.96B
2
LPL Financial
LPL Financial
California
$886M
3
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$705M
4
DWM
Dynasty Wealth Management
Florida
$78M
5
BlackRock
BlackRock
New York
$302M

Top Sellers

1
Jones Financial Companies
Jones Financial Companies
Missouri
$652M
2
Jane Street
Jane Street
New York
$8.86M
3
CSPIA
Cary Street Partners Investment Advisory
Virginia
$421K
4
Prudential Financial
Prudential Financial
New Jersey
$4.63M
5
CIAS
CFS Investment Advisory Services
New Jersey
$21.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
AWS
51
Atria Wealth Solutions
New York
$42.3M +$6.51M +67,247 +18%
BAAM
52
Baker Avenue Asset Management
California
$42M +$175K +1,806 +0.4%
EB
53
Eastern Bank
Massachusetts
$41.4M +$667K +6,892 +2%
FWP
54
FAS Wealth Partners
Kansas
$39.6M +$1.24M +12,756 +3%
Natixis Advisors
55
Natixis Advisors
Massachusetts
$39.1M +$22.1M +228,476 +131%
KAS
56
Kestra Advisory Services
Texas
$38.3M +$2.3M +23,745 +6%
Cambridge Investment Research Advisors
57
Cambridge Investment Research Advisors
Iowa
$34.9M +$6.28M +64,853 +22%
CW
58
CreativeOne Wealth
Kansas
$34.6M +$7.63M +78,839 +28%
AI
59
Atria Investments
North Carolina
$34.3M +$3.36M +34,702 +11%
CSP
60
Cary Street Partners
Virginia
$34M +$34M +350,669 New
HB
61
HTLF Bank
Colorado
$33.6M -$58.9K -608 -0.2%
Goldman Sachs
62
Goldman Sachs
New York
$32.9M -$6.59M -68,095 -17%
IWA
63
Icon Wealth Advisors
Texas
$32.3M +$4.15M +42,854 +15%
MCWS
64
McKinley Carter Wealth Services
West Virginia
$31M +$450K +4,645 +1%
OWA
65
Octavia Wealth Advisors
Ohio
$30.2M +$1.12M +11,579 +4%
BF
66
BOK Financial
Oklahoma
$28.5M +$73.5K +760 +0.3%
Corient Private Wealth
67
Corient Private Wealth
Florida
$25.9M -$690K -7,121 -3%
CAPTRUST Financial Advisors
68
CAPTRUST Financial Advisors
North Carolina
$25.8M +$2.89M +29,867 +13%
NB
69
NBT Bank
New York
$25.7M +$279K +2,885 +1%
IWC
70
Integrated Wealth Concepts
Massachusetts
$25.6M -$16.2M -167,692 -39%
MFG
71
Merit Financial Group
Georgia
$25.1M +$17.7M +182,715 +237%
EWA
72
EP Wealth Advisors
California
$24.4M -$12.1M -124,682 -33%
Bank of Montreal
73
Bank of Montreal
Ontario, Canada
$24.4M -$188K -1,938 -0.8%
CP
74
Covenant Partners
Tennessee
$24.4M +$2.01M +20,772 +9%
Mercer Global Advisors
75
Mercer Global Advisors
Colorado
$23.2M -$194K -2,006 -0.8%
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