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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 %
VCM
951
Versant Capital Management
Arizona
$4.16K – – –
HHGA
952
Halbert Hargrove Global Advisors
California
$3.97K +$3.97K +41 New
CA
953
Clearstead Advisors
Ohio
$3.87K +$1.84K +19 +90%
FIA
954
FPC Investment Advisory
California
$3.87K – – –
CWP
955
Concord Wealth Partners
Virginia
$3.49K – – –
BNP Paribas Financial Markets
956
BNP Paribas Financial Markets
France
$3.39K -$2.81K -29 -45%
CSC
957
Caldwell Sutter Capital
California
$3.39K – – –
DJSG
958
D.J. St. Germain
Massachusetts
$3.29K – – –
AIC
959
Archer Investment Corporation
Indiana
$3.29K +$3.29K +34 New
OC
960
Oarsman Capital
Wisconsin
$3.14K – – –
CTWM
961
Cherry Tree Wealth Management
Minnesota
$3K – – –
TC
962
Trust Company
Kansas
$3K – – –
SN
963
Sittner & Nelson
Oregon
$2.91K – – –
NS
964
NBC Securities
Alabama
$2.86K -$2.8M -28,348 -100%
LWA
965
Lowe Wealth Advisors
Maryland
$2.61K – – –
CTA
966
Colonial Trust Advisors
South Carolina
$1.84K +$1.84K +19 New
SL
967
Salomon & Ludwin
Virginia
$1.55K +$1.55K +16 New
FRA
968
Front Row Advisors
California
$1.07K – – –
NFSG
969
Newbridge Financial Services Group
Florida
$1.07K +$1.07K +11 New
S
970
SignatureFD
Georgia
$871 -$9.19K -95 -91%
BFS
971
Burkett Financial Services
South Carolina
$853 – – –
AWM
972
Abound Wealth Management
Tennessee
$586 +$488 +5 +500%
Russell Investments Group
973
Russell Investments Group
United Kingdom
$581 – – –
GTAM
974
Global Trust Asset Management
Florida
$581 – – –
CTB
975
Country Trust Bank
Illinois
$581 – – –
37 38
39
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