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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 %
SCA
151
Snowden Capital Advisors
New York
$10.1M +$1.45M +15,013 +17%
BCM
152
Brookstone Capital Management
Illinois
$9.82M +$273K +2,816 +3%
FLA
153
Financial Life Advisors
Texas
$9.79M +$371K +3,836 +4%
RIA
154
Regal Investment Advisors
Michigan
$9.51M +$1.1M +11,333 +13%
MCCA
155
Mill Creek Capital Advisors
Pennsylvania
$9.29M +$24K +248 +0.3%
ATPW
156
Ashton Thomas Private Wealth
Arizona
$9.21M +$8.51M +87,837 +1,204%
JIC
157
Johnson Investment Counsel
Ohio
$9.19M +$677K +6,987 +8%
WP
158
WealthShield Partners
North Carolina
$9.15M +$833K +8,603 +10%
FHA
159
First Horizon Advisors
Tennessee
$9.12M +$723K +7,467 +9%
SL
160
SWMG LLC
Texas
$9.08M +$781K +7,724 +9%
Jane Street
161
Jane Street
New York
$8.86M -$72M -743,799 -89%
SL
162
Sentinus LLC
Illinois
$8.8M +$7.99M +82,491 +984%
ML
163
McAdam LLC
Pennsylvania
$8.66M +$1.05M +10,819 +14%
William Blair & Company
164
William Blair & Company
Illinois
$8.6M -$3.72M -38,456 -30%
AWM
165
Avior Wealth Management
Nebraska
$8.52M +$8.43M +87,020 +9,103%
LPAM
166
Lodestar Private Asset Management
California
$8.41M +$363K +3,749 +5%
CCFM
167
Clear Creek Financial Management
Washington
$8.41M +$685K +7,076 +9%
PFP
168
Pinnacle Financial Partners
Tennessee
$8.41M +$376K +3,881 +5%
BHWM
169
Bay Harbor Wealth Management
Maryland
$8.34M +$681K +7,038 +9%
FFWA
170
Forthright Family Wealth Advisory
Texas
$8.27M +$494K +5,100 +6%
KFI
171
Key Financial Inc
Pennsylvania
$8.09M -$151K -1,557 -2%
EL
172
EQ LLC
Washington
$8.03M +$492K +5,078 +7%
FFN
173
Focus Financial Network
Minnesota
$8.02M +$996K +10,288 +14%
CWM
174
Certus Wealth Management
California
$8.02M +$983K +9,605 +14%
OP
175
ORG Partners
Indiana
$7.89M +$350K +3,615 +5%
5 6
7
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