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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 %
AIM
901
Anchor Investment Management
South Carolina
$29.1K – – –
PPC
902
Park Place Capital
Alabama
$28.8K – – –
RWM
903
Ruedi Wealth Management
Illinois
$27.7K – – –
SAM
904
Smartleaf Asset Management
Massachusetts
$27.6K +$27.6K +284 New
TRCT
905
Tower Research Capital (TRC)
New York
$25.6K +$25.6K +264 New
RCM
906
Richardson Capital Management
Wisconsin
$25.2K -$24.4K -252 -49%
RTC
907
Riverview Trust Company
Washington
$24K – – –
TCOV
908
Trust Company of Vermont
Vermont
$23K -$97 -1 -0.4%
AEPWM
909
Atlantic Edge Private Wealth Management
Florida
$22.8K -$60.5K -625 -73%
POIA
910
Pin Oak Investment Advisors
Texas
$22K – – –
HFS
911
Hantz Financial Services
Michigan
$21K +$9.87K +101 +89%
Simplex Trading
912
Simplex Trading
Illinois
$19K +$19K +200 New
RL
913
Rogco LP
Oklahoma
$18.2K – – –
PCMC
914
Private Capital Management (Colorado)
Colorado
$17.4K – – –
EWM
915
EPG Wealth Management
Georgia
$17.3K – – –
T
916
Tidemark
California
$16.9K +$16.4K +169 +3,380%
MAS
917
MPWM Advisory Solutions
Georgia
$16.6K +$16.6K +171 New
W
918
WealthCollab
Washington
$16.2K +$97 +1 +0.6%
TWC
919
TD Waterhouse Canada
Ontario, Canada
$15.1K +$15.1K +156 New
BIG
920
Brooklyn Investment Group
New York
$14.1K +$14.1K +146 New
EWM
921
Evermay Wealth Management
Virginia
$12.7K -$11.7K -121 -48%
GWM
922
Grand Wealth Management
Michigan
$12.5K -$97 -1 -0.8%
GWS
923
Glassman Wealth Services
Virginia
$12.4K +$12.4K +128 New
DF
924
Dunhill Financial
United Kingdom
$12.3K +$97 +1 +0.8%
BWM
925
Bernard Wealth Management
Michigan
$11.6K +$11.6K +120 New
35 36
37
38 39