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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 %
MFG
926
Mendota Financial Group
Wisconsin
$10.8K +$10.8K +112 New
CFFP
927
Center for Financial Planning
Michigan
$10.7K – – –
ST
928
Smithfield Trust
Pennsylvania
$10K – – –
TIM
929
Tortoise Investment Management
New York
$9.68K – – –
HPC
930
HM Payson & Co
Maine
$9.68K +$9.68K +100 New
PPWM
931
PFG Private Wealth Management
Florida
$9.1K -$2.81K -29 -24%
IWM
932
IMG Wealth Management
Florida
$8.91K +$8.91K +92 New
NMG
933
New Millennium Group
Utah
$8.62K +$5.62K +58 +187%
PSFG
934
Park Square Financial Group
Georgia
$8.43K +$8.43K +87 New
BLC
935
Brown, Lisle/Cummings
Rhode Island
$8.42K – – –
FDCP
936
Foster Dykema Cabot & Partners
Massachusetts
$8.13K -$13.8K -143 -63%
TCM
937
Tanaka Capital Management
New York
$8K – – –
DFA
938
DHJJ Financial Advisors
Illinois
$7.65K – – –
CWC
939
Carolinas Wealth Consulting
North Carolina
$7.26K – – –
SIC
940
Salem Investment Counselors
North Carolina
$7.07K – – –
HC
941
Hurley Capital
New York
$6.99K +$6.99K +72 New
BCWM
942
Bartlett & Co Wealth Management
Ohio
$6.97K – – –
HWP
943
Highline Wealth Partners
California
$6.1K – – –
BBPWM
944
Blue Bell Private Wealth Management
Pennsylvania
$5.91K – – –
HNW
945
High Note Wealth
Minnesota
$5.62K +$5.62K +58 New
RIL
946
Rothschild Investment LLC
Illinois
$5.42K -$232K -2,400 -98%
RF
947
Roxbury Financial
New Jersey
$5.2K +$5.2K +51 New
HI
948
Horizon Investments
North Carolina
$5.04K +$5.04K +52 New
MBFW
949
Morton Brown Family Wealth
Pennsylvania
$4.94K – – –
CIAS
950
Capital Investment Advisory Services
North Carolina
$4.46K – – –
36 37
38
39 40