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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 %
Comerica Bank
201
Comerica Bank
Texas
$6.83M +$726K +7,493 +12%
TC
202
TownSquare Capital
Utah
$6.81M +$547K +5,647 +9%
Citigroup
203
Citigroup
New York
$6.78M -$170K -1,760 -2%
MFA
204
Mayflower Financial Advisors
Massachusetts
$6.72M +$1.36M +14,001 +25%
AssetMark Inc
205
AssetMark Inc
California
$6.62M +$1.92M +19,816 +41%
GT
206
Glenmede Trust
Pennsylvania
$6.54M +$1.35M +13,955 +26%
KFG
207
Kingdom Financial Group
Arizona
$6.44M -$263K -2,715 -4%
TVM
208
True Vision MN
Minnesota
$6.33M +$876K +9,050 +16%
TWM
209
Tanglewood Wealth Management
Texas
$6.31M -$121K -1,248 -2%
HBS
210
Howard Bailey Securities
Indiana
$6.29M +$249K +2,574 +4%
MAM
211
MMA Asset Management
Pennsylvania
$6.21M -$4.67M -48,239 -43%
Northern Trust
212
Northern Trust
Illinois
$6.11M -$540K -5,578 -8%
CAL
213
Capital Analysts LLC
Pennsylvania
$6.09M +$1.3M +13,419 +27%
HWM
214
Hobbs Wealth Management
Indiana
$6.09M +$6.09M +62,929 New
CB
215
Commerce Bank
Missouri
$6M +$70.2K +725 +1%
BFPW
216
BOK Financial Private Wealth
Colorado
$5.83M -$569K -5,876 -9%
Legacy Financial Group (Iowa)
217
Legacy Financial Group (Iowa)
Iowa
$5.83M +$678K +6,998 +13%
JRP
218
Jasper Ridge Partners
California
$5.75M – – –
AR
219
Apeiron RIA
Texas
$5.71M +$11.4K +118 +0.2%
MCM
220
M1 Capital Management
Michigan
$5.69M +$5.69M +58,735 New
C1AG
221
Client 1st Advisory Group
Florida
$5.63M +$367K +3,785 +7%
MYIA
222
Mount Yale Investment Advisors
Colorado
$5.61M -$233K -2,402 -4%
W
223
Wealthquest
Ohio
$5.61M +$377K +3,891 +7%
OWCM
224
One Wealth Capital Management
Arizona
$5.6M +$5.6M +57,848 New
LWM
225
Liberty Wealth Management
California
$5.58M +$1.07M +11,092 +24%
7 8
9
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