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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 %
IPW
801
Impact Partnership Wealth
Georgia
$210K +$210K +2,169 New
DIM
802
Delta Investment Management
California
$209K +$194 +2 +0.1%
LFAS
803
Level Four Advisory Services
Texas
$208K – – –
WLIM
804
White Lighthouse Investment Management
Massachusetts
$207K -$4.16K -43 -2%
BWM
805
BCS Wealth Management
Tennessee
$206K +$206K +2,130 New
WF
806
Welch & Forbes
Massachusetts
$206K +$206K +2,127 New
CCA
807
Criterion Capital Advisors
Tennessee
$206K – – –
NCM
808
Neumann Capital Management
California
$206K – – –
CFS
809
CRA Financial Services
New Jersey
$206K – – –
CFP
810
Catalyst Financial Partners
Massachusetts
$206K +$3.29K +34 +2%
PMFA
811
Plante Moran Financial Advisors
Michigan
$204K +$12.5K +129 +7%
KW
812
Keyvantage Wealth
Pennsylvania
$204K +$204K +2,108 New
BF
813
Bonfire Financial
Colorado
$203K +$203K +2,094 New
MSA
814
Marino Stram & Associates
Massachusetts
$202K +$15.9K +164 +9%
GFPC
815
Global Financial Private Client
Florida
$202K +$9.39K +97 +5%
AF
816
Advisornet Financial
Minnesota
$201K -$3.84M -39,622 -95%
WHCI
817
W.H. Cornerstone Investments
Massachusetts
$201K +$581 +6 +0.3%
FWM
818
FSR Wealth Management
Illinois
$201K +$201K +2,075 New
HPM
819
Hudson Portfolio Management
New York
$200K +$15K +155 +8%
FOR
820
Family Office Research
Maryland
$200K +$200K +2,068 New
AIA
821
Arcadia Investment Advisors
Idaho
$198K – – –
AG
822
AmeriFlex Group
Nevada
$193K +$193K +1,897 New
AAG
823
Armstrong Advisory Group
Massachusetts
$190K – – –
HR
824
Howe & Rusling
New York
$190K +$188K +1,945 +12,156%
AAP
825
Arax Advisory Partners
Colorado
$185K +$160K +1,650 +637%
31 32
33
34 35