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iShares MSCI EAFE Growth ETF (EFG) Institutional Ownership

iShares MSCI EAFE Growth ETF logo
$112.96 +16.86 (+17.54%)
Closing price 03:58 PM Eastern
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$111.71 -1.24 (-1.10%)
As of 08:00 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)
765
Total
Institutional Inflows
(last 12 months)
$3.84B
Number of
Institutional Sellers
(last 12 months)
634
Total
Institutional Outflows
(last 12 months)
$5.20B
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Skip Chart & View Institutional Buying and Selling Data

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
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%
8/14/2025Vertex Planning Partners LLC38,290$4.29M0.9%+2.8%0.033%
8/14/2025Baker Avenue Asset Management LP440,876$49.38M1.4%+0.8%0.375%
8/14/2025Balance Wealth LLC11,151$1.25M0.7%-21.6%0.009%
8/14/2025BlackDiamond Wealth Management LLC19,512$2.17M1.3%-2.8%0.017%
8/14/2025Cary Street Partners Financial LLC309,372$34.65M1.0%-11.5%0.263%
8/14/2025Cerity Partners LLC93,714$10.51M0.0%+23.7%0.080%
8/13/2025Quantum Portfolio Management LLC5,552$622K0.3%N/A0.005%
8/13/2025Avestar Capital LLC24,718$2.77M0.2%+7.8%0.021%
8/13/2025StoneX Group Inc.5,880$659K0.0%-24.8%0.005%
8/13/2025Vance Wealth LLC22,436$2.51M0.8%-5.9%0.019%
8/13/2025Cresset Asset Management LLC158,862$17.79M0.1%+49.0%0.135%
8/13/2025Gateway Wealth Partners LLC18,249$2.04M0.4%+6.8%0.016%
8/13/2025SCS Capital Management LLC5,401$605K0.0%-64.1%0.005%
8/13/2025Milestone Investment Advisors LLC7,687$861K0.2%-4.3%0.007%
8/13/2025Baird Financial Group Inc.171,319$19.19M0.0%+2.0%0.146%
8/13/2025First Trust Advisors LP2,409$270K0.0%N/A0.002%
8/13/2025Kilter Group LLC59,179$6.63M3.0%+1.8%0.050%
8/13/2025EverSource Wealth Advisors LLC9,005$1.01M0.0%-8.4%0.008%
8/13/2025Trek Financial LLC75,750$8.48M0.6%+1.0%0.064%
8/13/2025CW Advisors LLC12,094$1.36M0.0%+0.8%0.010%
8/13/2025JT Stratford LLC3,688$413K0.1%-3.6%0.003%
8/13/2025Elios Financial Group Inc.8,000$896K0.4%-43.3%0.007%
8/13/2025Twin Peaks Wealth Advisors LLC26,665$2.96M1.0%+8.9%0.023%
8/13/2025WCG Wealth Advisors LLC39,018$4.37M0.3%+2.3%0.033%
8/13/2025Beacon Pointe Advisors LLC490,315$54.92M0.6%+4.8%0.417%
8/13/2025M&T Bank Corp618,385$69.26M0.2%-5.7%0.526%
8/13/2025ARK & TLK Investments LLC17,490$1.96M0.6%-1.1%0.015%
8/13/2025Van Hulzen Asset Management LLC71,510$8.01M0.7%+1.7%0.061%
8/13/2025Forthright Family Wealth Advisory LLC84,089$9.42M6.0%-3.0%0.072%
8/13/2025Advocacy Wealth Management Services LLC298,161$33.39M2.0%-1.4%0.254%
8/13/2025Fisher Asset Management LLC4,422$495K0.0%+6.3%0.004%
8/13/2025VestGen Advisors LLC19,843$2.22M0.1%-0.8%0.017%
8/13/2025Lido Advisors LLC2,495$280K0.0%-9.5%0.002%
8/13/2025Meridian Wealth Partners LLC210,816$23.61M3.4%+1.7%0.179%
8/13/2025Wealthquest Corp64,282$7.20M0.6%+2.4%0.055%
8/13/2025Scotia Capital Inc.1,800$202K0.0%N/A0.002%
8/13/2025Hsbc Holdings PLC24,372$2.73M0.0%+1.4%0.021%
8/13/2025Northwestern Mutual Wealth Management Co.672,571$75.33M0.1%+3.2%0.572%
8/13/2025Johnson Financial Group Inc.22,755$2.55M0.1%+0.9%0.019%
8/13/2025Elevation Point Wealth Partners LLC37,823$4.24M0.3%-3.4%0.032%
8/13/2025Hobbs Wealth Management LLC36,063$4.04M3.9%+4.6%0.031%
8/13/2025Wambolt & Associates LLC20,039$2.23M0.8%-1.8%0.017%
8/13/2025Choreo LLC241,126$27.01M0.4%-2.5%0.205%
8/13/2025Maia Wealth LLC69,727$7.81M1.5%-5.8%0.059%
(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, 1,087 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 947 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 38,378,467 shares in the last 24 months. This purchase volume represents approximately $3.84B in transactions.

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

Of the 634 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), 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 51,368,086 shares in the last 24 months. This volume of shares sold represents approximately $5.20B in transactions.


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This page (BATS:EFG) was last updated on 9/8/2025 by MarketBeat.com Staff
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