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iShares MSCI EAFE Growth ETF
EFG

Overview Fund Activity

975 hedge funds and large institutions have $14.7B invested in iShares MSCI EAFE Growth ETF in 2024 Q4 according to their latest regulatory filings, with 141 funds opening new positions, 490 increasing their positions, 221 reducing their positions, and 51 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
975
Holders Change
+67
Holders Change %
+7.38%
% of All Funds
12.98%
Holding in Top 10
78
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
1.04%
New
141
Increased
490
Reduced
221
Closed
51
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Envestnet Asset Management
Envestnet Asset Management
Illinois
$2.96B
2
LPL Financial
LPL Financial
California
$886M
3
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$705M
4
DWM
Dynasty Wealth Management
Florida
$78M
5
BlackRock
BlackRock
New York
$302M

Top Sellers

1
Jones Financial Companies
Jones Financial Companies
Missouri
$652M
2
Jane Street
Jane Street
New York
$8.86M
3
CSPIA
Cary Street Partners Investment Advisory
Virginia
$421K
4
Prudential Financial
Prudential Financial
New Jersey
$4.63M
5
CIAS
CFS Investment Advisory Services
New Jersey
$21.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
IA
76
Integrity Alliance
Iowa
$23.2M +$23.2M +239,988 New
MPW
77
MA Private Wealth
California
$23.2M +$439K +4,530 +2%
HighTower Advisors
78
HighTower Advisors
Illinois
$22.8M +$131K +1,348 +0.6%
OWA
79
One Wealth Advisors
California
$22.5M +$7.68M +79,327 +52%
SHJ
80
Sharkey, Howes & Javer
Colorado
$21.9M +$2.75M +28,447 +14%
CIAS
81
CFS Investment Advisory Services
New Jersey
$21.4M -$17M -175,099 -44%
CCB
82
Country Club Bank
Missouri
$21.4M +$640K +6,597 +3%
CCWM
83
Cassaday & Co Wealth Management
Virginia
$21.3M -$149K -1,540 -0.7%
HFA
84
High Falls Advisors
New York
$21.2M +$2.8M +28,944 +15%
CSWG
85
Cardinal Strategic Wealth Guidance
Kentucky
$20.9M +$415K +4,283 +2%
MWP
86
Meridian Wealth Partners
Pennsylvania
$20.3M +$971K +10,033 +5%
BCI
87
Brinker Capital Investments
Pennsylvania
$20.2M +$4.24M +43,761 +26%
OPS
88
Orion Portfolio Solutions
Nebraska
$20.2M +$4.24M +43,761 +26%
RFA
89
RTD Financial Advisors
Pennsylvania
$20.2M +$249K +2,575 +1%
SW
90
SteelPeak Wealth
California
$20.2M +$1.56M +16,153 +8%
FFA
91
Farther Finance Advisors
California
$20.1M +$3.73M +38,524 +23%
SEIA
92
Signature Estate & Investment Advisors
California
$20.1M +$20.1M +207,526 New
HGWM
93
Horst & Graben Wealth Management
Oregon
$19.8M +$1.1M +11,313 +6%
SB
94
Strategic Blueprint
Georgia
$19.1M +$1.84M +19,011 +11%
Baird Financial Group
95
Baird Financial Group
Wisconsin
$19M +$1.65M +16,990 +9%
WWG
96
West Wealth Group
California
$18.9M +$2.35M +24,245 +14%
PFA
97
Pettinga Financial Advisors
Indiana
$18.5M +$3.31M +34,137 +22%
Pathstone Holdings
98
Pathstone Holdings
New Jersey
$18.5M +$704K +7,271 +4%
CL
99
Choreo LLC
Illinois
$17.9M +$11.1M +114,155 +160%
I
100
INVST
Indiana
$17.7M +$3.37M +34,814 +24%
2 3
4
5 6