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iShares MSCI EAFE Growth ETF (EFG) Institutional Ownership

iShares MSCI EAFE Growth ETF logo
$112.07 +15.97 (+16.61%)
Closing price 03:59 PM Eastern
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$111.44 -0.63 (-0.56%)
As of 07:56 PM Eastern
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Institutional Ownership Changes (13F Filings) for iShares MSCI EAFE Growth ETF (BATS:EFG)

Number of
Institutional Buyers
(last 12 months)
738
Total
Institutional Inflows
(last 12 months)
$5.38B
Number of
Institutional Sellers
(last 12 months)
602
Total
Institutional Outflows
(last 12 months)
$4.95B
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EFG Institutional Buying and Selling by Quarter

iShares MSCI EAFE Growth ETF Major Shareholders & Ownership History

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
7/25/2025Midwest Capital Advisors LLC2,697$302K0.2%-7.9%0.002%
7/25/2025CWM LLC1,519,417$170.18M0.6%-1.1%1.292%
7/25/2025Lodestar Private Asset Management LLC103,227$11.56M1.3%+16.6%0.088%
7/25/2025Means Investment CO. Inc.1,799$202K0.0%N/A0.002%
7/25/2025Vanguard Personalized Indexing Management LLC4,180$468K0.0%N/A0.004%
7/25/2025Sovereign Financial Group Inc.9,549$1.07M0.2%-1.4%0.008%
7/25/2025Tranquility Partners LLC1,849$207K0.1%N/A0.002%
7/25/2025Concurrent Investment Advisors LLC16,295$1.83M0.0%+17.8%0.014%
7/25/2025Cerro Pacific Wealth Advisors LLC66,611$7.46M2.1%+71.4%0.057%
7/25/2025Johnson Investment Counsel Inc.124,406$13.93M0.1%+23.0%0.106%
7/25/2025Apollon Wealth Management LLC54,695$6.13M0.1%-0.4%0.047%
7/25/2025Fifth Third Wealth Advisors LLC11,147$1.25M0.1%-1.6%0.009%
7/24/2025Trust Co. of Toledo NA OH75,733$8.48M0.9%N/A0.064%
7/24/2025JNBA Financial Advisors28,740$3.22M0.3%-8.7%0.024%
7/24/2025Eastern Bank23,159$2.59M0.0%-31.5%0.020%
7/24/2025Lmcg Investments LLC6,944$778K0.0%-11.3%0.006%
7/24/2025JB Capital LLC494,066$55.34M2.7%+1.6%0.420%
7/24/2025Blue Trust Inc.79,403$8.89M0.1%-8.6%0.068%
7/24/2025Robertson Stephens Wealth Management LLC24,267$2.72M0.1%-13.1%0.021%
7/24/2025Endeavor Private Wealth Inc.29,206$3.27M1.5%+12.2%0.025%
7/24/2025Certus Wealth Management LLC56,722$6.35M4.1%-1.9%0.048%
7/24/2025Cyndeo Wealth Partners LLC15,148$1.70M0.1%+1.8%0.013%
7/24/2025M1 Capital Management LLC29,616$3.32M1.7%+1.2%0.025%
7/24/2025McKinley Carter Wealth Services Inc.40,641$4.55M0.3%-15.6%0.035%
7/24/2025Beacon Bridge Wealth Partners LLC28,746$3.22M1.3%+0.3%0.024%
7/24/2025MA Private Wealth160,287$17.95M3.2%-32.9%0.136%
7/24/2025Callan Family Office LLC41,820$4.68M0.1%-7.3%0.036%
7/24/2025Blair William & Co. IL81,627$9.14M0.0%-1.8%0.069%
7/24/2025Rice Partnership LLC250$28K0.0%N/A0.000%
7/24/2025MSH Capital Advisors LLC5,087$570K0.2%-29.1%0.004%
7/24/2025US Bancorp DE1,474,234$165.13M0.2%-2.8%1.254%
7/23/2025 Armstrong Fleming & Moore Inc9,267$1.04M0.6%N/A0.008%
7/23/2025 Eagle Strategies LLC3,497$392K0.1%+62.9%0.003%
7/23/2025 Clear Creek Financial Management LLC21,828$2.45M0.2%+2.8%0.019%
7/23/2025 Valmark Advisers Inc.44,450$4.98M0.1%-1.3%0.038%
7/23/2025 Financial Life Advisors86,046$9.64M3.3%-4.0%0.073%
7/23/2025 Lansing Street Advisors40,291$4.51M1.3%-2.9%0.034%
7/23/2025 NBT Bank N A NY270,429$30.29M2.1%+2.1%0.230%
7/23/2025 Madden Advisory Services Inc.2,265$254K0.1%+10.5%0.002%
7/23/2025 Sax Wealth Advisors LLC12,240$1.37M0.1%+61.2%0.010%
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7/23/2025 Venturi Wealth Management LLC10,742$1.20M0.1%-2.4%0.009%
7/23/2025 Watershed Private Wealth LLC79,128$8.86M3.2%+9.3%0.067%
7/23/2025 SGL Investment Advisors Inc.7,595$845K0.4%+6.3%0.006%
7/23/2025 Kingswood Wealth Advisors LLC30,204$3.38M0.3%-13.5%0.026%
7/23/2025 Foundation Wealth Management LLC24,672$2.76M1.9%-2.7%0.021%
7/23/2025 Stephen J. Garry & Associates LLC2,865$321K0.3%+11.7%0.002%
7/23/2025 True Vision MN LLC35,668$4.00M2.2%+0.4%0.030%
7/23/2025 Country Club Bank217,136$24.26M1.5%-0.8%0.185%
7/23/2025 SteelPeak Wealth LLC124,761$13.97M0.5%-0.8%0.106%
7/23/2025 KPP Advisory Services LLC12,880$1.44M0.4%-6.0%0.011%
7/23/2025 Prime Capital Investment Advisors LLC3,043$341K0.0%-22.5%0.003%
7/22/2025 Belpointe Asset Management LLC71,473$8.01M0.3%-1.0%0.061%
7/22/2025 Confluence Wealth Services Inc.6,140$688K0.0%+7.0%0.005%
7/22/2025 Valley National Advisers Inc.12,352$1.38M0.2%+2.5%0.011%
7/22/2025 PUREfi Wealth LLC4,903$549K0.4%+17.2%0.004%
7/22/2025 Valeo Financial Advisors LLC12,822$1.44M0.0%+8.8%0.011%
7/22/2025 Sage Financial Group Inc.7,155$801K0.1%-2.7%0.006%
7/22/2025 DAVENPORT & Co LLC6,577$737K0.0%+4.4%0.006%
7/22/2025 Marks Group Wealth Management Inc48,458$5.43M0.5%-4.2%0.041%
7/22/2025 Merit Financial Group LLC553,717$62.02M0.7%+23.4%0.471%
7/22/2025 Kickstand Ventures LLC.39,318$4.40M1.0%+2.3%0.033%
7/22/2025 Simplicity Wealth LLC125,864$14.10M0.6%+88.7%0.107%
7/22/2025 Sutton Place Investors LLC11,236$1.26M0.8%-25.3%0.010%
7/22/2025 Wealthcare Advisory Partners LLC5,847$655K0.0%+8.4%0.005%
7/22/2025 Berger Financial Group Inc32,012$3.59M0.2%+14.0%0.027%
7/22/2025 BridgePort Financial Solutions LLC16,084$1.80M0.6%-2.5%0.014%
7/22/2025 Firethorn Wealth Partners LLC29,618$3.32M1.4%-9.6%0.025%
7/22/2025 Bay Harbor Wealth Management LLC48,324$5.41M1.6%-1.8%0.041%
7/22/2025 Checchi Capital Advisers LLC116,726$13.07M0.7%-3.4%0.099%
7/22/2025 McNaughton Wealth Management LLC28,055$3.14M1.4%-11.8%0.024%
7/21/2025 Quent Capital LLC497,817$55.76M5.4%+4.8%0.423%
7/21/2025 Ameriflex Group Inc.1,324$146K0.1%-8.3%0.001%
7/21/2025 QRG Capital Management Inc.2,574$288K0.0%N/A0.002%
7/21/2025 Cardinal Strategic Wealth Guidance145,454$16.29M4.7%-23.9%0.124%
7/21/2025 Fortis Capital Advisors LLC71,473$8.01M1.4%-0.9%0.061%
7/21/2025 Stock Yards Bank & Trust Co.16,770$1.88M0.1%-6.5%0.014%
7/21/2025 Ascent Group LLC49,780$5.58M0.2%-13.0%0.042%
7/21/2025 Ameritas Advisory Services LLC4,485$502K0.0%-46.0%0.004%
7/21/2025 Empirical Financial Services LLC d.b.a. Empirical Wealth Management141,348$15.83M0.4%+2.5%0.120%
7/21/2025 1900 Wealth Management LLC53,115$5.95M0.4%+0.3%0.045%
7/21/2025 Hilltop National Bank3,875$434K0.1%N/A0.003%
7/21/2025 Triad Wealth Partners LLC63,797$7.15M1.4%+9.9%0.054%
7/21/2025 West Financial Advisors LLC386$43K0.0%N/A0.000%
7/21/2025 Patriot Financial Group Insurance Agency LLC10,727$1.20M0.1%+1.6%0.009%
7/18/2025 EWA LLC7,316$819K0.3%+21.8%0.006%
7/18/2025 B.O.S.S. Retirement Advisors LLC33,410$3.74M0.9%+7.7%0.028%
7/18/2025 SOA Wealth Advisors LLC.41,680$4.67M0.5%-0.3%0.035%
7/18/2025 Client 1ST Advisory Group LLC63,114$7.07M2.6%+3.0%0.054%
7/18/2025 First Pacific Financial39,325$4.40M0.6%-1.2%0.033%
7/18/2025 Trust Co. of Vermont2,588$290K0.0%+987.4%0.002%
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7/18/2025 SWP Financial LLC18,742$2.10M1.2%-1.4%0.016%
7/18/2025 SigFig Wealth Management LLC36,810$4.11M0.1%-10.7%0.031%
7/18/2025 Consolidated Portfolio Review Corp2,881$323K0.0%N/A0.002%
7/18/2025 Institute for Wealth Management LLC.11,103$1.24M0.1%-5.0%0.009%
7/18/2025 Cooper Financial Group6,385$715K0.1%-50.1%0.005%
7/18/2025 Truist Financial Corp332,853$37.28M0.1%+12.2%0.283%
7/18/2025 BCU Wealth Advisors LLC18,615$2.09M0.9%-18.4%0.016%
7/17/2025 One Wealth Advisors LLC103,434$11.59M1.6%-4.1%0.088%
7/17/2025 Cornerstone Wealth Advisors Inc.8,745$979K0.3%-2.5%0.007%
7/17/2025 Greenleaf Trust134,640$15.08M0.1%-1.1%0.114%
(Data available from 1/1/2016 forward)

EFG Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of EFG shares?

During the previous two years, 1,074 institutional investors and hedge funds held shares of iShares MSCI EAFE Growth ETF. The most heavily invested institutionals were Envestnet Asset Management Inc. ($1.68B), LPL Financial LLC ($574.92M), Axiom Advisory LLC ($562.61M), Jones Financial Companies Lllp ($534.27M), Bank of America Corp DE ($492.52M), JPMorgan Chase & Co. ($487.03M), and Morgan Stanley ($384.46M).Learn more on iShares MSCI EAFE Growth ETF's institutional investors.

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

Of the 925 institutional investors that purchased iShares MSCI EAFE Growth ETF's stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Envestnet Asset Management Inc. ($16.45M), Envestnet Portfolio Solutions Inc. ($5.46M), LPL Financial LLC ($5.44M), Jane Street Group LLC ($4.27M), SageView Advisory Group LLC ($2.79M), JPMorgan Chase & Co. ($2.12M), and Flow Traders U.S. LLC ($1.91M).

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

Institutional investors have bought a total of 53,750,419 shares in the last 24 months. This purchase volume represents approximately $5.38B in transactions.

Which of iShares MSCI EAFE Growth ETF's major shareholders have been selling company stock?

Of the 603 institutional investors that sold iShares MSCI EAFE Growth ETF's stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Envestnet Asset Management Inc. ($13.72M), Jones Financial Companies Lllp ($4.00M), LPL Financial LLC ($3.72M), Envestnet Portfolio Solutions Inc. ($2.73M), JPMorgan Chase & Co. ($2.64M), Park Avenue Securities LLC ($1.62M), and CWM LLC ($1.52M).

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

Institutional investors have sold a total of 49,538,193 shares in the last 24 months. This volume of shares sold represents approximately $4.99B in transactions.


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This page (BATS:EFG) was last updated on 7/25/2025 by MarketBeat.com Staff
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