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iShares MSCI EAFE Growth ETF
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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 %
Franklin Resources
176
Franklin Resources
California
$7.89M +$374K +3,860 +5%
ASN
177
Advisory Services Network
Georgia
$7.87M -$485K -5,006 -6%
CWM
178
Cranbrook Wealth Management
Michigan
$7.84M -$53.4K -551 -0.7%
GWANC
179
Guardian Wealth Advisors (North Carolina)
North Carolina
$7.77M +$7.75M +80,014 +38,102%
SWP
180
Stratos Wealth Partners
Ohio
$7.76M +$457K +4,719 +6%
LA
181
Lane & Associates
New Jersey
$7.75M +$1.23M +12,127 +19%
TWP
182
Triad Wealth Partners
Kansas
$7.73M +$4.8M +49,546 +164%
SCM
183
Sterling Capital Management
North Carolina
$7.47M -$480K -4,954 -6%
SWA
184
Stratos Wealth Advisors
Ohio
$7.44M +$1.31M +13,491 +21%
CAM
185
Cobblestone Asset Management
Virginia
$7.4M +$1.07M +11,072 +17%
MGWM
186
Marks Group Wealth Management
Minnesota
$7.39M +$262K +2,707 +4%
OPPS
187
Obsidian Personal Planning Solutions
Maryland
$7.3M +$602K +5,910 +9%
WWA
188
WCG Wealth Advisors
Nevada
$7.25M +$225K +2,320 +3%
Cerity Partners
189
Cerity Partners
New York
$7.18M +$5.13M +52,986 +251%
CPCP
190
Cedar Point Capital Partners
Iowa
$7.14M +$202K +2,083 +3%
PS
191
Principal Securities
Iowa
$7.11M +$3.7M +38,238 +109%
EH
192
Equitable Holdings
New York
$7.07M +$122K +1,257 +2%
FAM
193
Forte Asset Management
New York
$7.06M -$155K -1,597 -2%
SA
194
Sovran Advisors
California
$7.05M +$7.05M +73,363 New
CC
195
Courier Capital
New York
$7.04M +$1.23M +12,743 +21%
AWM
196
Apollon Wealth Management
South Carolina
$7.03M +$1.83M +18,877 +35%
SWM
197
SigFig Wealth Management
California
$7M +$1M +10,324 +17%
Creative Planning
198
Creative Planning
Kansas
$6.89M -$75.4K -779 -1%
VHAM
199
Van Hulzen Asset Management
California
$6.87M +$98.3K +1,015 +1%
KCM
200
KM Capital Management
Texas
$6.87M +$412K +4,259 +6%
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