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 %
MSWM
726
McGlone Suttner Wealth Management
Wisconsin
$300K +$80K +826 +36%
MW
727
Marcum Wealth
Ohio
$298K +$298K +3,074 New
SI
728
Stephens Inc
Arkansas
$297K – – –
ATC
729
Argent Trust Co
Tennessee
$296K +$7.65K +79 +3%
Financial Engines Advisors
730
Financial Engines Advisors
California
$294K +$75.8K +783 +35%
Lido Advisors
731
Lido Advisors
California
$293K +$100K +1,036 +52%
AWM
732
Accurate Wealth Management
Florida
$292K -$54.3K -562 -16%
AF
733
Allworth Financial
California
$292K -$20.4K -202 -7%
GWSA
734
Global Wealth Strategies & Associates
Colorado
$291K – – –
JIP
735
Jaffetilchin Investment Partners
Florida
$285K +$4.45K +46 +2%
AFP
736
Ausdal Financial Partners
Iowa
$284K +$2.32K +24 +0.8%
WPW
737
Waldron Private Wealth
Pennsylvania
$284K +$55.6K +574 +24%
MCA
738
Midwest Capital Advisors
Michigan
$284K +$284K +2,928 New
APW
739
Axim Planning & Wealth
Ohio
$283K +$95.2K +983 +51%
FFG
740
Fortress Financial Group
Minnesota
$280K +$280K +2,894 New
KFG
741
Kelly Financial Group
Connecticut
$280K +$280K +2,887 New
SW
742
SMART Wealth
Nebraska
$279K +$73.6K +760 +36%
GF
743
GGM Financials
Ohio
$278K +$1.36K +14 +0.5%
TFF
744
The Family Firm
Maryland
$277K +$1.94K +20 +0.7%
FA
745
FSA Advisors
Michigan
$275K -$37.8K -390 -12%
CFSG
746
Community Financial Services Group
Vermont
$274K – – –
CIBC Private Wealth Group
747
CIBC Private Wealth Group
Georgia
$271K +$124K +1,267 +84%
OWA
748
Opal Wealth Advisors
New York
$271K +$271K +2,798 New
LIG
749
Lokken Investment Group
Delaware
$269K +$33.3K +344 +14%
SJGA
750
Stephen J. Garry & Associates
New York
$268K – – –
28 29
30
31 32