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iShares MSCI EAFE Growth ETF

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
Name Holding Trade Value Shares
Change
Shares
Change %
PWA
101
Physician Wealth Advisors
Utah
$17.2M +$2.95M +30,428 +21%
MC
102
McMorgan & Co
California
$17.2M -$6.04M -62,345 -26%
RWP
103
RWA Wealth Partners
Massachusetts
$16.9M +$4.36M +45,030 +35%
SHIM
104
Stone House Investment Management
Pennsylvania
$16.8M -$2.06M -21,285 -11%
FA
105
Fountainhead AM
New Jersey
$16.4M +$1.37M +14,121 +9%
CWA
106
Consilio Wealth Advisors
Washington
$16.4M +$542K +5,596 +3%
SWM
107
Shakespeare Wealth Management
Wisconsin
$16.3M +$685K +7,070 +4%
BTI
108
Blue Trust Inc
Georgia
$16.2M -$67.9K -701 -0.4%
Wealth Enhancement Advisory Services
109
Wealth Enhancement Advisory Services
Minnesota
$16.1M +$1.28M +13,237 +9%
WA
110
Waverly Advisors
Alabama
$16.1M +$2.44M +25,220 +18%
SA
111
Scarborough Advisors
Maryland
$15.9M +$2.69M +27,753 +20%
GT
112
Greenleaf Trust
Michigan
$15.6M +$1.42M +14,713 +10%
IWM
113
IHT Wealth Management
Illinois
$15.6M +$2.86M +29,518 +22%
ACA
114
Affinity Capital Advisors
California
$15.3M +$622K +6,345 +4%
SP
115
Stonebrook Private
Michigan
$15.1M +$1.17M +12,109 +8%
PWM
116
Perigon Wealth Management
California
$14.6M +$1.96M +19,961 +15%
MGIA
117
Moneta Group Investment Advisors
Missouri
$14M +$4.91M +50,677 +54%
BRWA
118
B. Riley Wealth Advisors
Florida
$14M -$5.76M -59,463 -29%
KWM
119
Keebeck Wealth Management
Illinois
$13.4M +$757K +7,818 +6%
SCA
120
STALEY CAPITAL ADVISERS
Pennsylvania
$13.4M -$76.7K -792 -0.6%
SPIA
121
Steward Partners Investment Advisory
New York
$13.3M +$1.54M +15,865 +13%
WAM
122
Wakefield Asset Management
Colorado
$13.3M +$192K +1,983 +1%
WA
123
Wealth Alliance
New York
$13.2M +$3.26M +33,699 +33%
CWS
124
Cypress Wealth Services
California
$13.1M +$1.38M +14,297 +12%
OAP
125
One Advisory Partners
Kansas
$13.1M +$2.08M +21,464 +19%