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iShares MSCI EAFE Growth ETF (EFG) Institutional Ownership

iShares MSCI EAFE Growth ETF logo
$112.90 +16.80 (+17.48%)
Closing price 10/10/2025 03:59 PM Eastern
Extended Trading
$112.47 -0.42 (-0.38%)
As of 10/10/2025 05:17 PM Eastern
Extended trading is trading that happens on electronic markets outside of regular trading hours. This is a fair market value extended hours price provided by Polygon.io. Learn more.
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Institutional Ownership Changes (13F Filings) for iShares MSCI EAFE Growth ETF (BATS:EFG)

Number of
Institutional Buyers
(last 12 months)
758
Total
Institutional Inflows
(last 12 months)
$3.78B
Number of
Institutional Sellers
(last 12 months)
622
Total
Institutional Outflows
(last 12 months)
$5.18B
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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
10/10/2025 Diversified Enterprises LLC9,715$1.11M0.1%-0.9%0.008%
10/10/2025 Sound Income Strategies LLC6,163$712K0.0%+3.9%0.005%
10/10/2025 Ridgeline Wealth LLC3,741$426K0.3%-61.8%0.003%
10/10/2025 Trust Point Inc.17,779$2.03M0.2%-0.6%0.015%
10/10/2025 Sharkey Howes & Javer42,168$4.80M0.6%-71.3%0.036%
10/10/2025 Cyndeo Wealth Partners LLC15,634$1.78M0.1%+3.2%0.013%
10/10/2025 Focus Financial Network Inc.55,593$6.33M0.2%-2.3%0.047%
10/10/2025 KMG Fiduciary Partners LLC32,280$3.68M0.2%-1.1%0.027%
10/10/2025 Signal Advisors Wealth LLC10,045$1.14M0.1%-31.3%0.009%
10/9/2025 AdvisorNet Financial Inc2,099$239K0.0%-24.8%0.002%
10/9/2025 Centurion Wealth Management LLC6,046$689K0.2%-72.7%0.005%
10/9/2025 U.S. Capital Wealth Advisors LLC57,622$6.56M0.2%+1.2%0.049%
10/9/2025 Bay Harbor Wealth Management LLC5,437$619K0.2%-88.7%0.005%
10/9/2025 Affinity Capital Advisors LLC137,211$15.88M2.4%+7.4%0.117%
10/9/2025 Embree Financial Group19,987$2.28M0.3%-12.7%0.017%
10/9/2025 Peterson Wealth Advisors LLC3,104$360K0.1%+14.0%0.003%
10/8/2025 Patriot Financial Group Insurance Agency LLC2,910$331K0.0%-72.9%0.002%
10/8/2025 Firethorn Wealth Partners LLC12,637$1.44M0.6%-57.3%0.011%
10/8/2025 Retirement Wealth Solutions LLC9,965$1.14M0.7%-44.1%0.008%
10/8/2025 Wedmont Private Capital2,866$333K0.0%+3.2%0.002%
10/8/2025 Country Club Bank215,546$24.42M1.4%-0.7%0.183%
10/8/2025 McNaughton Wealth Management LLC5,399$615K0.3%-80.8%0.005%
10/8/2025 Beacon Financial Group5,214$594K0.1%-19.6%0.004%
10/7/2025 Cooper Financial Group5,973$680K0.1%-6.5%0.005%
10/7/2025 Montecito Bank & Trust5,499$626K0.1%N/A0.005%
10/7/2025 Channel Wealth LLC2,253$257K0.1%-20.0%0.002%
10/7/2025 First Community Trust NA659$75K0.1%+33.7%0.001%
10/7/2025 Family Legacy Financial Solutions LLC411$47K0.0%N/A0.000%
10/7/2025 Thurston Springer Miller Herd & Titak Inc.887$101K0.2%-94.5%0.001%
10/7/2025 Doliver Advisors LP3,645$415K0.1%-3.7%0.003%
10/7/2025 MKD Wealth Coaches LLC18,177$2.07M2.1%+1.5%0.015%
10/7/2025 Salem Investment Counselors Inc.502$57K0.0%+587.7%0.000%
10/6/2025 Heartwood Wealth Advisors LLC842$96K0.0%N/A0.001%
10/3/2025 Dominguez Wealth Management Solutions Inc.35,871$4.09M2.6%+7.7%0.031%
10/3/2025 First Citizens Financial Corp6,237$710K0.4%+8.1%0.005%
10/3/2025 Dentgroup LLC7,358$838K0.5%+7.8%0.006%
10/2/2025 InvesTrust18,482$2.11M0.8%+2.6%0.016%
10/2/2025 Helen Stephens Group LLC3,582$408K0.1%N/A0.003%
10/2/2025 Global Wealth Strategies & Associates2,422$276K0.1%-6.8%0.002%
10/1/2025 Hobart Private Capital LLC3,330$379K0.1%-3.5%0.003%
9/26/2025Corient Private Wealth LLC301,083$33.72M0.0%+18.0%0.256%
9/26/2025Capital A Wealth Management LLC427$48K0.5%-99.5%0.000%
9/22/2025GatePass Capital LLC2,904$325K0.2%N/A0.002%
9/12/2025Valeo Financial Advisors LLC12,822$1.44M0.0%+8.8%0.011%
9/4/2025Osaic Holdings Inc.446,088$49.96M0.1%+19.7%0.379%
9/3/2025American Trust2,539$284K0.0%N/A0.002%
8/29/2025Evolution Wealth Management Inc.3,474$389K0.5%N/A0.003%
8/29/2025Centaurus Financial Inc.16,536$1.85M0.1%+1.8%0.014%
8/28/2025Stark Wealth Management LLC16,920$1.85M2.6%N/A0.014%
8/27/2025Barnes Wealth Management Group Inc17,441$1.95M1.2%+1.2%0.015%
8/27/2025Orion Porfolio Solutions LLC132,233$14.81M0.1%+26.0%0.112%
8/27/2025Seneca Financial Advisors LLC78,966$8.84M3.4%+525.4%0.067%
8/26/2025Thrivent Financial for Lutherans219,785$24.62M0.1%-67.4%0.187%
8/19/2025B. Riley Wealth Advisors Inc.58,779$6.58M0.3%N/A0.050%
8/19/2025Advisory Services Network LLC51,011$5.48M0.1%-3.5%0.043%
8/19/2025Asset Dedication LLC374$42K0.0%+1,526.1%0.000%
8/18/2025Geneos Wealth Management Inc.32,681$3.66M0.1%+2.1%0.028%
8/18/2025Kestra Investment Management LLC122,625$13.73M0.4%-70.5%0.104%
8/16/2025Evergreen Capital Management LLC9,062$1.02M0.0%+263.8%0.008%
8/15/2025High Falls Advisors Inc111,126$12.45M2.8%-5.8%0.094%
8/15/2025Semmax Financial Advisors Inc.5,545$612K0.2%-2.3%0.005%
8/15/2025Corient Private Wealth LLC314,718$35.25M0.0%+23.3%0.268%
8/15/2025Equitable Holdings Inc.66,268$7.42M0.1%+2.0%0.056%
8/15/2025Captrust Financial Advisors263,985$29.57M0.1%+0.2%0.224%
8/15/2025Keel Point LLC17,294$1.94M0.1%+14.0%0.015%
8/15/2025Montag & Caldwell LLC7,733$866K0.2%+237.1%0.007%
8/15/2025Lantern Wealth Advisors LLC3,430$384K0.2%N/A0.003%
8/15/2025Vident Advisory LLC2,539$284K0.0%N/A0.002%
8/15/2025Visionary Wealth Advisors20,867$2.34M0.1%+0.5%0.018%
8/15/2025Talisman Wealth Advisors LLC3,110$348K0.3%+6.4%0.003%
8/15/2025Smartleaf Asset Management LLC9,576$1.07M0.1%+387.8%0.008%
8/15/2025Snowden Capital Advisors LLC51,153$5.73M0.2%-10.2%0.043%
8/15/2025Redwood Investment Management LLC16,070$1.80M0.2%-30.4%0.014%
8/15/2025Oxford Financial Group LTD. LLC6,343$710K0.0%-4.5%0.005%
8/15/2025Orion Porfolio Solutions LLC5,112$573K0.0%-95.1%0.004%
8/15/2025Paces Ferry Wealth Advisors LLC15,098$1.69M0.8%-6.2%0.013%
8/15/2025MML Investors Services LLC1,333,981$149.41M0.4%+8.0%1.134%
8/15/2025Mendel Capital Management LLC16,489$1.85M1.1%+11.0%0.014%
8/15/2025IHT Wealth Management LLC132,344$14.82M0.4%+2.4%0.113%
8/15/2025Great Valley Advisor Group Inc.17,802$1.99M0.0%-14.2%0.015%
8/15/2025Gallagher Fiduciary Advisors LLC4,272$478K0.0%+6.6%0.004%
8/15/2025EP Wealth Advisors LLC206,514$23.13M0.2%-7.8%0.176%
8/15/2025Benjamin Edwards Inc.10,306$1.15M0.0%+2.1%0.009%
8/15/2025Bank of America Corp DE3,956,606$443.14M0.0%-4.1%3.364%
8/15/2025Ameriprise Financial Inc.1,242,079$138.66M0.0%+1.1%1.056%
8/14/2025Ausdal Financial Partners Inc.3,714$416K0.0%+38.8%0.003%
8/14/2025Raymond James Financial Inc.608,756$68.18M0.0%+6.5%0.518%
8/14/2025Betterment LLC5,004$560K0.0%-24.9%0.004%
8/14/2025Quantinno Capital Management LP12,341$1.38M0.0%+152.6%0.010%
8/14/2025Diversify Advisory Services LLC13,166$1.46M0.1%-29.8%0.011%
8/14/2025Peapack Gladstone Financial Corp10,621$1.19M0.0%-51.8%0.009%
8/14/2025HUB Investment Partners LLC3,338$374K0.0%-14.7%0.003%
8/14/2025Main Street Financial Solutions LLC3,473$389K0.0%-4.4%0.003%
8/14/2025FAS Wealth Partners Inc.433,332$48.53M3.6%+5.4%0.368%
8/14/2025Faithward Advisors LLC3,003$336K0.1%+18.5%0.003%
8/14/2025NewEdge Advisors LLC548,610$61.44M0.3%+0.8%0.467%
8/14/2025Qube Research & Technologies Ltd91,497$10.25M0.0%N/A0.078%
8/14/2025Sentinus LLC55,890$6.26M1.5%-0.3%0.048%
8/14/2025Obsidian Personal Planning Solutions LLC89,673$10.04M4.1%+3.4%0.076%
8/14/2025Transce3nd LLC8,818$988K0.4%-5.2%0.007%
(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, 1,090 institutional investors and hedge funds held shares of iShares MSCI EAFE Growth ETF. The most heavily invested institutionals were Envestnet Asset Management Inc. ($1.90B), LPL Financial LLC ($574.92M), Axiom Advisory LLC ($562.61M), Jones Financial Companies Lllp ($534.27M), JPMorgan Chase & Co. ($515.82M), Bank of America Corp DE ($443.14M), 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 948 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. ($15.17M), Envestnet Portfolio Solutions Inc. ($5.46M), LPL Financial LLC ($5.06M), Jane Street Group LLC ($4.27M), SageView Advisory Group LLC ($2.78M), Flow Traders U.S. LLC ($1.91M), and Modera Wealth Management LLC ($1.68M).

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

Institutional investors have bought a total of 37,827,444 shares in the last 24 months. This purchase volume represents approximately $3.78B in transactions.

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

Of the 622 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), JPMorgan Chase & Co. ($2.90M), Envestnet Portfolio Solutions Inc. ($2.73M), Facet Wealth Inc. ($1.48M), and Park Avenue Securities LLC ($1.35M).

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

Institutional investors have sold a total of 51,139,952 shares in the last 24 months. This volume of shares sold represents approximately $5.18B in transactions.


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This page (BATS:EFG) was last updated on 10/12/2025 by MarketBeat.com Staff
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