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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 %
FLPIM
776
F.L. Putnam Investment Management
Massachusetts
$238K -$165K -1,704 -41%
MIM
777
Miller Investment Management
Pennsylvania
$238K – – –
MPCL
778
My Personal CFO LLC
Washington
$237K – – –
TCM
779
Tassel Capital Management
North Carolina
$235K +$235K +2,432 New
HTC
780
Haverford Trust Company
Pennsylvania
$232K -$136K -1,400 -37%
SHF
781
Stage Harbor Financial
Massachusetts
$230K +$15.4K +159 +7%
FWM
782
Fonville Wealth Management
Virginia
$230K -$4.26K -44 -2%
ES
783
Eagle Strategies
New York
$229K +$12.1K +125 +6%
YIM
784
Yoffe Investment Management
Pennsylvania
$228K +$228K +2,358 New
OC
785
Oakworth Capital
Alabama
$228K – – –
BTWM
786
Brass Tax Wealth Management
Ohio
$226K +$678 +7 +0.3%
GA
787
Goldstein Advisors
Wisconsin
$226K -$27.5K -284 -11%
WAM
788
Weinberger Asset Management
California
$226K -$39K -403 -15%
MC
789
Montag & Caldwell
Georgia
$226K -$194K -2,008 -46%
Fifth Third Bancorp
790
Fifth Third Bancorp
Ohio
$223K – – –
MIC
791
Means Investment Company
Maine
$223K -$1.94K -20 -0.9%
OPWM
792
Oregon Pacific Wealth Management
Oregon
$223K +$223K +2,298 New
WB
793
WesBanco Bank
West Virginia
$222K – – –
TMWM
794
Taylor & Morgan Wealth Management
Michigan
$218K +$1.55K +16 +0.7%
FPGK
795
Financial Partners Group (Kansas)
Kansas
$216K -$20.8K -215 -9%
FA
796
Faithward Advisors
Pennsylvania
$215K -$11.2K -116 -5%
OWP
797
ORG Wealth Partners
Texas
$213K +$52.3K +540 +32%
FA
798
FF Advisors
California
$212K – – –
SWM
799
SilverOak Wealth Management
Minnesota
$211K +$211K +2,179 New
LNWWM
800
Laird Norton Wetherby Wealth Management
California
$210K -$143K -1,474 -40%
30 31
32
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