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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 %
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$2.96B +$520M +5,366,297 +21%
LPL Financial
2
LPL Financial
California
$886M +$278M +2,871,169 +46%
JPMorgan Chase & Co
3
JPMorgan Chase & Co
New York
$705M +$130M +1,345,376 +23%
Jones Financial Companies
4
Jones Financial Companies
Missouri
$652M -$92.6M -956,560 -12%
Bank of America
5
Bank of America
North Carolina
$493M +$72.4M +747,639 +17%
Morgan Stanley
6
Morgan Stanley
New York
$479M +$39.4M +406,903 +9%
Envestnet Portfolio Solutions
7
Envestnet Portfolio Solutions
Illinois
$410M +$68.7M +709,383 +20%
Koshinski Asset Management
8
Koshinski Asset Management
Illinois
$393M -$14.2M -147 -3%
BlackRock
9
BlackRock
New York
$302M +$75.3M +778,059 +33%
PAS
10
Park Avenue Securities
New York
$283M +$51.9M +536,191 +22%
Carson Wealth (CWM LLC)
11
Carson Wealth (CWM LLC)
Nebraska
$272M +$26.6M +275,195 +11%
MML Investors Services
12
MML Investors Services
Massachusetts
$204M +$39M +402,694 +24%
Cetera Investment Advisers
13
Cetera Investment Advisers
Illinois
$173M +$27.6M +285,548 +19%
Janney Montgomery Scott
14
Janney Montgomery Scott
Pennsylvania
$160M +$25.2M +260,304 +19%
US Bancorp
15
US Bancorp
Minnesota
$159M +$849K +8,767 +0.5%
Ameriprise
16
Ameriprise
Minnesota
$156M +$15.5M +160,043 +11%
FWI
17
Facet Wealth Inc
Maryland
$152M +$14.2M +139,653 +10%
Bank of New York Mellon
18
Bank of New York Mellon
New York
$143M +$26M +268,352 +22%
Wells Fargo
19
Wells Fargo
California
$137M +$8.5M +87,770 +7%
OIA
20
OneDigital Investment Advisors
Kansas
$136M +$14.2M +146,452 +12%
SA
21
Sanctuary Advisors
Indiana
$122M +$2.98M +28,987 +3%
UBS Group
22
UBS Group
Switzerland
$120M +$18.8M +194,530 +19%
PNC Financial Services Group
23
PNC Financial Services Group
Pennsylvania
$114M -$967K -9,986 -0.8%
Fidelity Investments
24
Fidelity Investments
Massachusetts
$102M +$95.9K +990 +0.1%
JC
25
JB Capital
Connecticut
$91.6M +$17M +175,351 +23%