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iShares MSCI EAFE ETF (EFA) Institutional Ownership

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$77.08
-0.19 (-0.25%)
(As of 05/1/2024 ET)
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Institutional Ownership Changes (13F Filings) for iShares MSCI EAFE ETF (NYSEARCA:EFA)

Current
Institutional Ownership
Percentage
79.80%
Number of
Institutional Buyers
(last 12 months)
1153
Total
Institutional Inflows
(last 12 months)
$7.52B
Number of
Institutional Sellers
(last 12 months)
1062
Total
Institutional Outflows
(last 12 months)
$5.63B
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EFA Institutional Buying and Selling by Quarter

iShares MSCI EAFE ETF Major Shareholders & Ownership History

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
5/1/2024Precision Wealth Strategies LLC4,446$355K0.3%-20.4%0.001%
5/1/2024Blue Trust Inc.13,728$1.10M0.0%+11.6%0.002%
5/1/2024Klingman & Associates LLC33,017$2.64M0.2%-0.9%0.005%
5/1/2024Horan Capital Advisors LLC.5,475$437K0.2%+4.0%0.001%
5/1/2024Concourse Financial Group Securities Inc.2,160$172K0.0%-6.0%0.000%
5/1/2024BOK Financial Private Wealth Inc.100,510$8.03M0.6%-1.7%0.015%
5/1/2024Prosperity Consulting Group LLC16,771$1.34M0.2%+83.0%0.003%
5/1/2024 Grant Street Asset Management Inc.39,916$3.19M1.0%-0.5%0.006%
5/1/2024 Mission Wealth Management LP73,794$5.89M0.2%+19.8%0.011%
5/1/2024 Parthenon LLC2,513$201K0.0%N/A0.000%
5/1/2024 Bridgewater Advisors Inc.43,927$3.51M0.5%-4.1%0.007%
5/1/2024 Sequoia Financial Advisors LLC18,629$1.49M0.0%-12.4%0.003%
5/1/2024 Diversify Advisory Services LLC3,251$259K0.0%N/A0.000%
4/30/2024 Private Advisor Group LLC154,748$12.36M0.1%-4.4%0.023%
4/30/2024 J.W. Cole Advisors Inc.123,328$9.84M0.5%+1.7%0.018%
4/30/2024 Stephenson & Company Inc.10,306$823K0.6%+4.1%0.002%
4/30/2024 Hartline Investment Corp2,724$218K0.0%N/A0.000%
4/30/2024 North Star Investment Management Corp.18,383$1.47M0.1%+14.4%0.003%
4/30/2024 Norden Group LLC14,613$1.17M0.1%N/A0.002%
4/30/2024 Culbertson A N & Co. Inc.7,158$572K0.1%-15.6%0.001%
4/30/2024 Saxony Capital Management LLC4,531$362K0.4%-69.4%0.001%
4/30/2024 Beam Wealth Advisors Inc.7,210$576K0.3%+14.4%0.001%
4/30/2024 HB Wealth Management LLC178,789$14.28M0.2%-2.3%0.027%
4/30/2024 West Bancorporation Inc.9,889$790K0.5%-10.3%0.001%
4/30/2024 Strategic Wealth Partners Group LLC372,465$29.75M3.3%+1.4%0.056%
4/30/2024 JMG Financial Group Ltd.44,756$3.57M0.1%-3.4%0.007%
4/30/2024 Macroview Investment Management LLC20,463$1.63M1.8%+103.4%0.003%
4/30/2024 Joel Isaacson & Co. LLC21,351$1.71M0.1%-0.7%0.003%
4/30/2024 Wooster Corthell Wealth Management Inc.97,739$7.81M1.8%-1.1%0.015%
4/30/2024 Arkadios Wealth Advisors14,127$1.13M0.1%-3.6%0.002%
4/30/2024 Camden National Bank6,579$525K0.1%-9.7%0.001%
4/30/2024 Caprock Group LLC138,910$11.09M0.6%-5.9%0.021%
4/30/2024 Perigon Wealth Management LLC139,231$11.12M0.3%+46.4%0.021%
4/30/2024 Mayflower Financial Advisors LLC23,313$1.86M0.1%-2.1%0.003%
4/30/2024 SkyOak Wealth LLC6,804$543K0.1%+4.0%0.001%
4/30/2024 Unionview LLC30,278$2.42M2.0%+3.5%0.005%
4/30/2024 Stock Yards Bank & Trust Co.667,381$53.30M1.8%+2.2%0.100%
4/30/2024 Townsend Asset Management Corp NC ADV8,255$659K0.3%-3.4%0.001%
4/30/2024 Allspring Global Investments Holdings LLC892,342$71.26M0.1%+1.3%0.133%
4/29/2024Commonwealth Equity Services LLC1,126,140$89.93M0.1%+4.8%0.168%
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4/29/2024 Mcdaniel Terry & Co.12,574$1.00M0.1%N/A0.002%
4/29/2024 FAS Wealth Partners Inc.35,566$2.84M0.3%-1.1%0.005%
4/29/2024 Greenleaf Trust484,372$38.68M0.4%-1.3%0.072%
4/29/2024 Principal Financial Group Inc.97,351$7.77M0.0%+12.6%0.015%
4/29/2024 Benjamin F. Edwards & Company Inc.1,493$119K0.0%-52.2%0.000%
4/29/2024 Horizon Advisory Services Inc.7,101$567K0.3%N/A0.001%
4/29/2024 Heritage Investors Management Corp127,312$10.17M0.4%-1.0%0.019%
4/29/2024 RWA Wealth Partners LLC85,314$6.81M0.1%+20.5%0.013%
4/29/2024 Yarger Wealth Strategies LLC10,104$807K0.5%N/A0.002%
4/29/2024 Crescent Grove Advisors LLC53,989$4.31M0.4%-3.9%0.008%
4/29/2024 Brio Consultants LLC53,011$4.23M0.7%-5.4%0.008%
4/29/2024 Union Savings Bank2,207$176K0.1%-9.0%0.000%
4/27/2024 Conning Inc.283,607$22.65M0.7%-7.9%0.042%
4/26/2024 Pinnacle Associates Ltd.44,654$3.57M0.1%-9.4%0.007%
4/26/2024 Aspen Investment Management Inc12,208$975K0.5%-1.1%0.002%
4/26/2024 Triasima Portfolio Management inc.24,920$1.99M0.2%+2.2%0.004%
4/26/2024 BLB&B Advisors LLC28,787$2.30M0.1%+2.6%0.004%
4/26/2024 Ashford Advisors LLC36,534$2.92M0.7%-5.0%0.005%
4/26/2024 MBA Advisors LLC14,625$1.17M0.6%-9.3%0.002%
4/26/2024 Arcataur Capital Management LLC71,978$5.75M2.1%-1.1%0.011%
4/26/2024 Crestone Asset Management LLC127,118$10.15M2.0%-4.5%0.019%
4/26/2024 Northwest Bancshares Inc.5,269$421K0.1%-9.3%0.001%
4/26/2024 JNBA Financial Advisors7,487$598K0.1%-9.0%0.001%
4/26/2024 Yousif Capital Management LLC108,613$8.67M0.1%-14.3%0.016%
4/26/2024 Farmers & Merchants Trust Co of Chambersburg PA16,960$1.35M0.6%-12.3%0.003%
4/26/2024 YHB Investment Advisors Inc.5,636$450K0.0%-2.3%0.001%
4/26/2024 SlateStone Wealth LLC39,611$3.16M0.3%+7.0%0.006%
4/26/2024 Coastline Trust Co112,668$9.00M1.1%-0.4%0.017%
4/26/2024 First National Trust Co92,765$7.41M0.3%-2.1%0.014%
4/26/2024 McKinley Carter Wealth Services Inc.69,296$5.53M0.4%-4.2%0.010%
4/26/2024 Bond & Devick Financial Network Inc.7,003$559K0.3%+4.9%0.001%
4/26/2024 Clear Creek Financial Management LLC34,492$2.76M0.4%+26.8%0.005%
4/26/2024 Members Trust Co14,758$1.18M0.0%-23.6%0.002%
4/26/2024 Pioneer Trust Bank N A OR5,333$426K0.1%+2.6%0.001%
4/26/2024 Chicago Partners Investment Group LLC81,347$6.33M0.3%+9.9%0.012%
4/26/2024 Mesirow Financial Investment Management Inc.361,332$28.86M0.7%N/A0.054%
4/26/2024 MONECO Advisors LLC7,281$581K0.1%+168.9%0.001%
4/26/2024 Sigma Investment Counselors Inc.52,449$4.19M0.2%-2.9%0.008%
4/26/2024 KG&L Capital Management LLC23,000$1.84M0.7%+5.8%0.003%
4/26/2024 Verdence Capital Advisors LLC155,636$12.43M1.1%-20.8%0.023%
4/26/2024 Heritage Wealth Management Inc. Texas14,566$1.16M0.8%+3.2%0.002%
4/26/2024 Financial Insights Inc.29,946$2.39M0.7%+636.7%0.004%
4/26/2024 Latitude Advisors LLC26,241$2.10M1.3%+7.4%0.004%
4/26/2024 Meridian Wealth Management LLC40,732$3.25M0.5%-52.0%0.006%
4/26/2024 Bogart Wealth LLC1,056$84K0.0%+28.2%0.000%
4/25/2024 Lindbrook Capital LLC114,144$9.12M0.9%-1.2%0.017%
4/25/2024 WCM Investment Management LLC4,107$328K0.0%-99.6%0.001%
4/25/2024 Lodestar Private Asset Management LLC60,975$4.87M0.7%+2.4%0.009%
4/25/2024 Bank of New York Mellon Corp7,420,947$592.64M0.1%-2.5%1.108%
4/25/2024 Strategy Asset Managers LLC17,644$1.41M0.3%-5.3%0.003%
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4/25/2024 Osborne Partners Capital Management LLC18,893$1.51M0.1%-7.2%0.003%
4/25/2024 TNF LLC12,514$972K0.4%-4.6%0.002%
4/25/2024 Schnieders Capital Management LLC2,568$205K0.0%N/A0.000%
4/25/2024 Regis Management CO LLC227,962$18.21M5.5%+0.3%0.034%
4/25/2024 Oldfather Financial Services LLC102,089$8.15M3.4%+1.4%0.015%
4/25/2024 Capital Investment Advisory Services LLC2,537$203K0.0%-76.4%0.000%
4/25/2024 Simplex Trading LLC70,145$5.60M0.0%-51.1%0.010%
4/25/2024 Seven Post Investment Office LP22,273$1.78M0.4%-15.5%0.003%
4/25/2024 Valeo Financial Advisors LLC715,024$55.56M1.7%+4.1%0.107%
4/25/2024 WestHill Financial Advisors Inc.6,232$498K0.1%-2.7%0.001%
(Data available from 1/1/2016 forward)

EFA Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of EFA shares?

During the previous two years, 2,016 institutional investors and hedge funds held shares of iShares MSCI EAFE ETF. The most heavily invested institutionals were BlackRock Inc. ($5.52B), Morgan Stanley ($1.68B), Northern Trust Corp ($1.61B), JPMorgan Chase & Co. ($1.43B), Jones Financial Companies Lllp ($866.68M), FMR LLC ($704.90M), and PNC Financial Services Group Inc. ($699.74M).Learn more on EFA's institutional investors.

What percentage of iShares MSCI EAFE ETF stock is owned by institutional investors?

79.80% of iShares MSCI EAFE ETF stock is owned by institutional investors. Learn more on EFA's institutional investor holdings.

Which institutional investors have been buying iShares MSCI EAFE ETF stock?

Of the 1,697 institutional investors that purchased iShares MSCI EAFE ETF stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Envestnet Asset Management Inc. ($27.29M), BlackRock Inc. ($10.79M), CFS Investment Advisory Services LLC ($8.56M), JPMorgan Chase & Co. ($7.46M), SG Americas Securities LLC ($6.25M), WCM Investment Management LLC ($5.33M), and Aaron Wealth Advisors LLC ($4.87M).

How much institutional buying is happening at iShares MSCI EAFE ETF?

Institutional investors have bought a total of 213,010,100 shares in the last 24 months. This purchase volume represents approximately $14.59B in transactions.

Which iShares MSCI EAFE ETF major shareholders have been selling company stock?

Of the 1,411 institutional investors that sold iShares MSCI EAFE ETF stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Envestnet Asset Management Inc. ($31.06M), JPMorgan Chase & Co. ($19.79M), Ameriprise Financial Inc. ($6.44M), Board of Trustees of The Leland Stanford Junior University ($5.87M), Aaron Wealth Advisors LLC ($4.87M), WCM Investment Management LLC ($4.27M), and Causeway Capital Management LLC ($4.25M).

How much institutional selling is happening at iShares MSCI EAFE ETF?

Institutional investors have sold a total of 168,612,910 shares in the last 24 months. This volume of shares sold represents approximately $11.51B in transactions.


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This page (NYSEARCA:EFA) was last updated on 5/1/2024 by MarketBeat.com Staff

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