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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 %
FMTCOCP
751
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$264K +$39.5K +408 +18%
FBB
752
Fulton Breakefield Broenniman
Maryland
$264K -$45.2K -467 -15%
ESB
753
Essex Savings Bank
Connecticut
$261K -$9.68K -100 -4%
WPC
754
Wedmont Private Capital
Pennsylvania
$259K +$2.61K +27 +1%
FCA
755
FLC Capital Advisors
California
$259K -$46.6K -481 -15%
WCF
756
West Coast Financial
California
$258K – – –
WI
757
WrapManager Inc
California
$254K -$35K -361 -12%
WFC
758
Western Financial Corp
California
$254K -$118K -1,218 -32%
BAM
759
Belpointe Asset Management
Nevada
$253K +$25.9K +242 +11%
CA
760
Cortland Associates
Missouri
$253K – – –
MWP
761
Madison Wealth Partners
Wisconsin
$252K -$14.5K -150 -5%
MWA
762
Midland Wealth Advisors
Illinois
$249K -$108K -1,116 -30%
MWM
763
Modera Wealth Management
New Jersey
$248K -$33.7K -348 -12%
OGF
764
Orin Green Financial
California
$248K -$276K -2,560 Closed
AWM
765
Able Wealth Management
New Jersey
$247K -$86.9K -898 -26%
LJAC
766
L.J. Altfest & Co
New York
$246K – – –
GAM
767
Gotham Asset Management
New York
$245K +$245K +2,535 New
FCA
768
Fortis Capital Advisors
Kansas
$244K +$16K +149 +7%
EFL
769
ERn Financial LLC
Wisconsin
$244K +$3.58K +37 +1%
TC
770
TAP Consulting
Missouri
$244K +$1.65K +17 +0.7%
CGL
771
Clarius Group LLC
Washington
$243K – – –
GS
772
GTS Securities
New York
$242K +$242K +2,500 New
ECM
773
Evergreen Capital Management
Washington
$241K – – –
SFG
774
Synergy Financial Group
California
$239K – – –
TW
775
TritonPoint Wealth
Maryland
$239K +$10.3K +106 +4%
29 30
31
32 33