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iShares MSCI EAFE Growth ETF (EFG) Institutional Ownership

iShares MSCI EAFE Growth ETF logo
$111.18 +15.08 (+15.69%)
Closing price 03:59 PM Eastern
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$111.66 +0.48 (+0.43%)
As of 06:30 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)
736
Total
Institutional Inflows
(last 12 months)
$5.90B
Number of
Institutional Sellers
(last 12 months)
579
Total
Institutional Outflows
(last 12 months)
$4.85B
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EFG Institutional Buying and Selling by Quarter

iShares MSCI EAFE Growth ETF Major Shareholders & Ownership History

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
6/3/2025 Invst LLC54,324$5.43M0.7%-70.3%0.046%
6/2/2025 Modern Wealth Management LLC29,088$2.91M0.1%-17.1%0.024%
5/29/2025 Apeiron RIA LLC53,010$5.30M1.6%-10.1%0.044%
5/28/2025 Jones Financial Companies Lllp5,298,751$534.27M0.5%-21.4%4.445%
5/28/2025 Addison Capital Co18,389$1.84M0.7%+34.6%0.015%
5/22/2025 Kilter Group LLC58,151$5.82M3.8%-49.1%0.049%
5/21/2025 McAdam LLC38,128$3.81M0.2%-57.3%0.032%
5/21/2025 Geneos Wealth Management Inc.32,012$3.20M0.1%-1.3%0.027%
5/20/2025 Fortis Capital Advisors LLC72,123$7.21M1.5%+3,074.4%0.061%
5/20/2025 Belpointe Asset Management LLC72,216$7.22M0.4%+2,953.5%0.061%
5/20/2025 Focus Partners Wealth505,115$50.51M0.1%-6.9%0.424%
5/20/2025 Integrity Alliance LLC.275,436$27.54M1.1%+14.8%0.231%
5/19/2025 Advisory Alpha LLC5,982$598K0.0%-4.5%0.005%
5/19/2025 Client 1ST Advisory Group LLC61,257$6.13M2.4%+5.3%0.051%
5/19/2025 SCS Capital Management LLC15,057$1.51M0.0%+4.6%0.013%
5/16/2025 Semmax Financial Advisors Inc.5,676$602K0.2%-41.5%0.005%
5/16/2025 Logan Capital Management Inc.1,235$124K0.0%+11.3%0.001%
5/16/2025 Faithward Advisors LLC2,535$254K0.0%+14.4%0.002%
5/16/2025 Ascent Group LLC57,192$5.72M0.2%+227.8%0.048%
5/16/2025 Coppell Advisory Solutions LLC4,891$489K0.0%+204.9%0.004%
5/16/2025 Arete Wealth Advisors LLC45,997$4.60M0.3%+8.9%0.038%
5/16/2025 Signature Estate & Investment Advisors LLC2,369$237K0.0%-98.9%0.002%
5/16/2025 Ashton Thomas Private Wealth LLC72,686$7.27M0.3%-23.6%0.061%
5/16/2025 Goldman Sachs Group Inc.455,259$45.53M0.0%+34.2%0.379%
5/16/2025 Kestra Investment Management LLC415,702$41.57M1.3%-18.2%0.346%
5/16/2025 Cape Investment Advisory Inc.1,925$192K0.1%-43.5%0.002%
5/16/2025 Jones Financial Companies Lllp5,132,905$517.06M0.5%-23.8%4.277%
5/16/2025 Obsidian Personal Planning Solutions LLC86,689$9.05M4.0%+20.8%0.072%
5/16/2025 Pinnacle Family Advisors LLC4,160$416K0.2%-26.8%0.003%
5/16/2025 Plancorp LLC4,589$459K0.0%N/A0.004%
5/16/2025 NewEdge Advisors LLC544,315$54.43M0.3%-38.4%0.454%
5/16/2025 Integrated Wealth Concepts LLC281,104$28.11M0.3%+6.5%0.234%
5/16/2025 Concorde Asset Management LLC26,583$2.59M1.4%-9.5%0.022%
5/16/2025 Cook Wealth LLC10,151$1.06M0.5%-7.0%0.008%
5/16/2025 Copperleaf Capital LLC19,652$1.97M1.2%-38.1%0.016%
5/16/2025 AQR Capital Management LLC20,687$2.07M0.0%+65.5%0.017%
5/16/2025 Ancora Advisors LLC42,076$4.21M0.1%-23.9%0.035%
5/16/2025 Aprio Wealth Management LLC9,412$941K0.1%+193.7%0.008%
5/15/2025 EP Wealth Advisors LLC224,071$22.41M0.2%-11.2%0.187%
5/15/2025 Focus Partners Advisor Solutions LLC9,425$943K0.0%-19.3%0.008%
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5/15/2025 One Wealth Capital Management LLC32,908$3.29M1.8%-43.1%0.027%
5/15/2025 Flputnam Investment Management Co.3,765$377K0.0%+53.1%0.003%
5/15/2025 Royal Bank of Canada758,710$75.87M0.0%+15.2%0.632%
5/15/2025 Betterment LLC6,664$666K0.0%+14.1%0.006%
5/15/2025 MAI Capital Management4,391$439K0.0%-2.1%0.004%
5/15/2025 DRW Securities LLC5,156$516K0.0%N/A0.004%
5/15/2025 Baird Financial Group Inc.167,992$16.80M0.0%-14.4%0.140%
5/15/2025 Pinnacle Wealth Planning Services Inc.52,446$5.25M0.8%+6.2%0.044%
5/15/2025 OLD Mission Capital LLC934,745$93.47M1.2%N/A0.779%
5/15/2025 Vermillion & White Wealth Management Group LLC1,531$153K0.1%-71.8%0.001%
5/15/2025 TD Capital Management LLC3,228$323K0.0%-11.4%0.003%
5/15/2025 Monterey Private Wealth Inc.2,449$245K0.1%N/A0.002%
5/14/2025 Paces Ferry Wealth Advisors LLC16,098$1.61M0.8%-4.1%0.013%
5/14/2025 Triad Wealth Partners LLC58,024$5.80M1.8%-27.3%0.048%
5/14/2025 CreativeOne Wealth LLC178,559$17.86M0.5%-50.0%0.149%
5/14/2025 Redwood Investment Management LLC23,105$2.31M0.3%+5.0%0.019%
5/14/2025 WCG Wealth Advisors LLC38,129$3.81M0.3%-49.1%0.032%
5/14/2025 Jane Street Group LLC2,276,882$227.69M0.1%+2,387.5%1.910%
5/14/2025 Talisman Wealth Advisors LLC2,923$292K0.3%-8.0%0.002%
5/14/2025 FWG Investments LLC.15,744$1.57M1.8%-20.4%0.013%
5/14/2025 Comerica Bank61,661$6.17M0.0%-12.6%0.051%
5/14/2025 Freedom Investment Management Inc.4,757$476K0.0%+25.0%0.004%
5/14/2025 Synovus Financial Corp7,255$726K0.0%-6.1%0.006%
5/14/2025 Cedar Point Capital Partners LLC74,805$7.48M5.0%+1.4%0.062%
5/14/2025 Smartleaf Asset Management LLC1,963$198K0.0%+591.2%0.002%
5/14/2025 Northwestern Mutual Wealth Management Co.652,002$65.20M0.1%-6.5%0.543%
5/14/2025 Van Hulzen Asset Management LLC70,349$7.04M0.6%-0.9%0.059%
5/14/2025 Kestra Advisory Services LLC320,508$32.05M0.2%-18.9%0.267%
5/14/2025 Wescott Financial Advisory Group LLC9,975$998K0.1%+9.6%0.008%
5/14/2025 Compound Planning Inc.27,730$2.77M0.1%+181.7%0.023%
5/14/2025 Barnes Wealth Management Group Inc17,230$1.72M1.1%-44.2%0.014%
5/14/2025 Ameriprise Financial Inc.1,228,191$122.84M0.0%-23.7%1.023%
5/14/2025 Bragg Financial Advisors Inc3,331$333K0.0%-7.3%0.003%
5/14/2025 CW Advisors LLC12,000$1.20M0.0%N/A0.010%
5/14/2025 Summit Financial LLC19,286$1.93M0.1%+232.2%0.016%
5/14/2025 Flow Traders U.S. LLC1,817,153$181.72M7.7%N/A1.514%
5/14/2025 Dorsey & Whitney Trust CO LLC42,199$4.22M0.2%-2.4%0.035%
5/14/2025 Capital Analysts LLC34,980$3.50M0.1%-44.4%0.029%
5/14/2025 Tradition Wealth Management LLC27,846$2.79M0.2%-44.2%0.023%
5/14/2025 Vertex Planning Partners LLC37,245$3.72M0.8%+66.3%0.031%
5/14/2025 JT Stratford LLC3,827$383K0.1%-37.7%0.003%
5/14/2025 Legacy Financial Advisors Inc.3,999$400K0.1%-42.5%0.003%
5/14/2025 Hsbc Holdings PLC24,024$2.40M0.0%+5.5%0.020%
5/14/2025 RWA Wealth Partners LLC125,871$12.59M0.2%-27.8%0.105%
5/13/2025 Aptus Capital Advisors LLC121,718$12.17M0.1%-1.3%0.101%
5/13/2025 Mill Creek Capital Advisors LLC93,350$9.34M0.2%-2.7%0.078%
5/13/2025 Steward Partners Investment Advisory LLC88,059$8.81M0.1%-36.1%0.073%
5/13/2025 Raymond James Financial Inc.571,686$57.17M0.0%-14.9%0.476%
5/13/2025 Cresset Asset Management LLC106,612$10.66M0.1%-0.6%0.089%
5/13/2025 Schneider Downs Wealth Management Advisors LP5,884$588K0.1%-15.8%0.005%
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5/13/2025 Gen Wealth Partners Inc33,205$3.32M1.4%-42.2%0.028%
5/13/2025 EverSource Wealth Advisors LLC9,830$983K0.1%+4.6%0.008%
5/13/2025 Watchman Group Inc.9,003$900K0.3%+6.1%0.008%
5/13/2025 High Falls Advisors Inc117,911$11.79M2.8%-46.2%0.098%
5/13/2025 Stephen J. Garry & Associates LLC2,565$256K0.2%-7.2%0.002%
5/13/2025 Kovitz Investment Group Partners LLC15,447$1.55M0.0%+12.7%0.013%
5/13/2025 Vestmark Advisory Solutions Inc.73,135$7.31M0.2%N/A0.061%
5/13/2025 HRC Wealth Management LLC6,031$603K0.4%-13.7%0.005%
5/13/2025 MSH Capital Advisors LLC7,177$718K0.2%+5.3%0.006%
5/13/2025 Callan Family Office LLC45,091$4.51M0.3%-4.3%0.038%
(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, 1,068 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 EFG's institutional investors.

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

Of the 928 institutional investors that purchased iShares MSCI EAFE Growth ETF 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 85,201,685 shares in the last 24 months. This purchase volume represents approximately $8.41B in transactions.

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

Of the 729 institutional investors that sold iShares MSCI EAFE Growth ETF stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Envestnet Asset Management Inc. ($30.45M), JPMorgan Chase & Co. ($4.79M), LPL Financial LLC ($4.71M), Jones Financial Companies Lllp ($4.00M), Envestnet Portfolio Solutions Inc. ($3.60M), Park Avenue Securities LLC ($2.25M), and CWM LLC ($2.00M).

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

Institutional investors have sold a total of 85,050,416 shares in the last 24 months. This volume of shares sold represents approximately $8.22B in transactions.



This page (BATS:EFG) was last updated on 6/11/2025 by MarketBeat.com Staff
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