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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 %
P
126
&Partners
Tennessee
$13M +$4.65M +48,005 +55%
KFSC
127
Keystone Financial Services (Colorado)
Colorado
$12.9M +$340K +3,509 +3%
SWC
128
Spectrum Wealth Counsel
Indiana
$12.8M -$2.25M -23,221 -15%
BFC
129
Bedel Financial Consulting
Indiana
$12.3M +$128K +1,245 +1%
RW
130
Regimen Wealth
Georgia
$12.3M +$1.39M +14,348 +13%
SAI
131
Savvy Advisors Inc
New York
$12.2M +$3.06M +31,603 +33%
LWA
132
Lineweaver Wealth Advisors
Ohio
$12.1M +$830K +8,571 +7%
PFG
133
PAX Financial Group
Texas
$12M +$1.26M +12,964 +12%
KPWS
134
Kestra Private Wealth Services
Texas
$11.9M +$2.21M +22,822 +23%
ACA
135
Aptus Capital Advisors
Alabama
$11.9M +$7.87M +81,230 +193%
TWM
136
TSA Wealth Management
Texas
$11.7M +$2.06M +21,292 +21%
CCA
137
Checchi Capital Advisers
California
$11.4M -$709K -7,323 -6%
EWM
138
Empirical Wealth Management
Washington
$11.4M +$903K +9,330 +9%
CFGS
139
Concourse Financial Group Securities
Alabama
$11.3M +$1.97M +19,446 +21%
SXL
140
Summit X LLC
Missouri
$11.3M +$1.15M +11,888 +11%
MW
141
Maia Wealth
Colorado
$11.1M +$792K +7,785 +8%
KG
142
Kilter Group
New York
$11.1M +$11.1M +114,168 New
PAG
143
Private Advisor Group
New Jersey
$11M +$1.96M +20,264 +22%
PCG
144
Prosperity Consulting Group
Maryland
$10.8M +$2.74M +28,252 +34%
KOC
145
Koss-Olinger Consulting
Florida
$10.6M +$62K +640 +0.6%
CAM
146
Cresset Asset Management
Illinois
$10.4M -$533K -5,501 -5%
PPP
147
Private Portfolio Partners
New Jersey
$10.3M +$218K +2,256 +2%
TF
148
Trek Financial
Arizona
$10.2M +$1.78M +18,373 +21%
RA
149
RFG Advisory
Alabama
$10.2M +$890K +9,193 +10%
WPW
150
Watershed Private Wealth
Illinois
$10.2M +$1.68M +17,380 +20%
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