EFG icon

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 %
BTWM
1001
Baker Tilly Wealth Management
Wisconsin
– -$226K -2,103 Closed
BWP
1002
BSW Wealth Partners
Colorado
– -$219K -2,035 Closed
Vanguard Group
1003
Vanguard Group
Pennsylvania
– -$214K -1,989 Closed
SC
1004
Scotia Capital
Ontario, Canada
– -$214K -1,986 Closed
NCG
1005
Newport Capital Group
New Jersey
– -$209K -1,943 Closed
CNBT
1006
Canandaigua National Bank & Trust
New York
– -$209K -1,940 Closed
SRWM
1007
Shira Ridge Wealth Management
California
– -$205K -1,906 Closed
AL
1008
Aspiriant LLC
California
– -$205K -1,904 Closed
NFP
1009
NorthLanding Financial Partners
New York
– -$205K -1,900 Closed
WCFA
1010
Walkner Condon Financial Advisors
Wisconsin
– -$200K -1,859 Closed
AWA
1011
Authentikos Wealth Advisory
California
– -$127K -1,181 Closed
TFM
1012
TFC Financial Management
Massachusetts
– -$88.2K -819 Closed
LC
1013
Lindbrook Capital
California
– -$39.3K -365 Closed
BWP
1014
Baldwin Wealth Partners
Massachusetts
– -$31.2K -290 Closed
VCM
1015
Viewpoint Capital Management
Washington
– -$29.7K -275 Closed
DCM
1016
Davis Capital Management
Florida
– -$24.7K -229 Closed
ADL
1017
Asset Dedication LLC
California
– -$21.9K -203 Closed
BHWM
1018
Beaird Harris Wealth Management
Texas
– -$16.1K -150 Closed
HGA
1019
Hobbs Group Advisors
South Carolina
– -$15.2K -141 Closed
TCG
1020
Transcendent Capital Group
Oklahoma
– -$13.1K -122 Closed
AWA
1021
Alaska Wealth Advisors
Alaska
– -$11.9K -111 Closed
TAM
1022
Townsend Asset Management
North Carolina
– -$6.88K -64 Closed
MWA
1023
MFA Wealth Advisors
Pennsylvania
– -$5.92K -55 Closed
DWM
1024
Darwin Wealth Management
Florida
– -$5.71K -53 Closed
CA
1025
Crewe Advisors
Utah
– -$4.95K -46 Closed
38 39 40
41
42