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iShares MSCI EAFE Growth ETF (EFG) Institutional Ownership

iShares MSCI EAFE Growth ETF logo
$111.61 +15.51 (+16.14%)
Closing price 03:59 PM Eastern
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$111.38 -0.23 (-0.21%)
As of 04:11 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)
737
Total
Institutional Inflows
(last 12 months)
$5.89B
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

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
7/2/2025Dentgroup LLC6,825$764K0.5%-39.1%0.006%
7/2/2025Waller Financial Planning Group Inc.52,130$5.84M1.4%+5.1%0.044%
7/1/2025Harbor Investment Advisory LLC780$87K0.0%+72.9%0.001%
7/1/2025Bush Investment Group LLC13,866$1.55M1.0%+1.0%0.012%
6/17/2025Howe & Rusling Inc.1,290$129K0.0%-34.2%0.001%
6/3/2025Invst LLC54,324$5.43M0.7%-70.3%0.046%
6/2/2025Modern Wealth Management LLC29,088$2.91M0.1%-17.1%0.024%
5/29/2025Apeiron RIA LLC53,010$5.30M1.6%-10.1%0.044%
5/28/2025Jones Financial Companies Lllp5,298,751$534.27M0.5%-21.4%4.445%
5/28/2025Addison Capital Co18,389$1.84M0.7%+34.6%0.015%
5/22/2025Kilter Group LLC58,151$5.82M3.8%-49.1%0.049%
5/21/2025McAdam LLC38,128$3.81M0.2%-57.3%0.032%
5/21/2025Geneos Wealth Management Inc.32,012$3.20M0.1%-1.3%0.027%
5/20/2025Fortis Capital Advisors LLC72,123$7.21M1.5%+3,074.4%0.061%
5/20/2025Belpointe Asset Management LLC72,216$7.22M0.4%+2,953.5%0.061%
5/20/2025Focus Partners Wealth505,115$50.51M0.1%-6.9%0.424%
5/20/2025Integrity Alliance LLC.275,436$27.54M1.1%+14.8%0.231%
5/19/2025Advisory Alpha LLC5,982$598K0.0%-4.5%0.005%
5/19/2025Client 1ST Advisory Group LLC61,257$6.13M2.4%+5.3%0.051%
5/19/2025SCS Capital Management LLC15,057$1.51M0.0%+4.6%0.013%
5/16/2025Semmax Financial Advisors Inc.5,676$602K0.2%-41.5%0.005%
5/16/2025Logan Capital Management Inc.1,235$124K0.0%+11.3%0.001%
5/16/2025Faithward Advisors LLC2,535$254K0.0%+14.4%0.002%
5/16/2025Ascent Group LLC57,192$5.72M0.2%+227.8%0.048%
5/16/2025Coppell Advisory Solutions LLC4,891$489K0.0%+204.9%0.004%
5/16/2025Arete Wealth Advisors LLC45,997$4.60M0.3%+8.9%0.038%
5/16/2025Signature Estate & Investment Advisors LLC2,369$237K0.0%-98.9%0.002%
5/16/2025Ashton Thomas Private Wealth LLC72,686$7.27M0.3%-23.6%0.061%
5/16/2025Goldman Sachs Group Inc.455,259$45.53M0.0%+34.2%0.383%
5/16/2025Kestra Investment Management LLC415,702$41.57M1.3%-18.2%0.346%
5/16/2025Cape Investment Advisory Inc.1,925$192K0.1%-43.5%0.002%
5/16/2025Jones Financial Companies Lllp5,132,905$517.06M0.5%-23.8%4.277%
5/16/2025Obsidian Personal Planning Solutions LLC86,689$9.05M4.0%+20.8%0.072%
5/16/2025Pinnacle Family Advisors LLC4,160$416K0.2%-26.8%0.003%
5/16/2025Plancorp LLC4,589$459K0.0%N/A0.004%
5/16/2025NewEdge Advisors LLC544,315$54.43M0.3%-38.4%0.454%
5/16/2025Integrated Wealth Concepts LLC281,104$28.11M0.3%+6.5%0.234%
5/16/2025Concorde Asset Management LLC26,583$2.59M1.4%-9.5%0.022%
5/16/2025Cook Wealth LLC10,151$1.06M0.5%-7.0%0.008%
5/16/2025Copperleaf Capital LLC19,652$1.97M1.2%-38.1%0.016%
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5/16/2025AQR Capital Management LLC20,687$2.07M0.0%+65.5%0.017%
5/16/2025Ancora Advisors LLC42,076$4.21M0.1%-23.9%0.035%
5/16/2025Aprio Wealth Management LLC9,412$941K0.1%+193.7%0.008%
5/15/2025EP Wealth Advisors LLC224,071$22.41M0.2%-11.2%0.187%
5/15/2025Focus Partners Advisor Solutions LLC9,425$943K0.0%-19.3%0.008%
5/15/2025One Wealth Capital Management LLC32,908$3.29M1.8%-43.1%0.027%
5/15/2025Flputnam Investment Management Co.3,765$377K0.0%+53.1%0.003%
5/15/2025Royal Bank of Canada758,710$75.87M0.0%+15.2%0.632%
5/15/2025Betterment LLC6,664$666K0.0%+14.1%0.006%
5/15/2025MAI Capital Management4,391$439K0.0%-2.1%0.004%
5/15/2025DRW Securities LLC5,156$516K0.0%N/A0.004%
5/15/2025Baird Financial Group Inc.167,992$16.80M0.0%-14.4%0.140%
5/15/2025Pinnacle Wealth Planning Services Inc.52,446$5.25M0.8%+6.2%0.044%
5/15/2025OLD Mission Capital LLC934,745$93.47M1.2%N/A0.779%
5/15/2025Vermillion & White Wealth Management Group LLC1,531$153K0.1%-71.8%0.001%
5/15/2025TD Capital Management LLC3,228$323K0.0%-11.4%0.003%
5/15/2025Monterey Private Wealth Inc.2,449$245K0.1%N/A0.002%
5/14/2025Paces Ferry Wealth Advisors LLC16,098$1.61M0.8%-4.1%0.013%
5/14/2025Triad Wealth Partners LLC58,024$5.80M1.8%-27.3%0.048%
5/14/2025CreativeOne Wealth LLC178,559$17.86M0.5%-50.0%0.149%
5/14/2025Redwood Investment Management LLC23,105$2.31M0.3%+5.0%0.019%
5/14/2025WCG Wealth Advisors LLC38,129$3.81M0.3%-49.1%0.032%
5/14/2025Jane Street Group LLC2,276,882$227.69M0.1%+2,387.5%1.910%
5/14/2025Talisman Wealth Advisors LLC2,923$292K0.3%-8.0%0.002%
5/14/2025FWG Investments LLC.15,744$1.57M1.8%-20.4%0.013%
5/14/2025Comerica Bank61,661$6.17M0.0%-12.6%0.051%
5/14/2025Freedom Investment Management Inc.4,757$476K0.0%+25.0%0.004%
5/14/2025Synovus Financial Corp7,255$726K0.0%-6.1%0.006%
5/14/2025Cedar Point Capital Partners LLC74,805$7.48M5.0%+1.4%0.062%
5/14/2025Smartleaf Asset Management LLC1,963$198K0.0%+591.2%0.002%
5/14/2025Northwestern Mutual Wealth Management Co.652,002$65.20M0.1%-6.5%0.543%
5/14/2025Van Hulzen Asset Management LLC70,349$7.04M0.6%-0.9%0.059%
5/14/2025Kestra Advisory Services LLC320,508$32.05M0.2%-18.9%0.267%
5/14/2025Wescott Financial Advisory Group LLC9,975$998K0.1%+9.6%0.008%
5/14/2025Compound Planning Inc.27,730$2.77M0.1%+181.7%0.023%
5/14/2025Barnes Wealth Management Group Inc17,230$1.72M1.1%-44.2%0.014%
5/14/2025Ameriprise Financial Inc.1,228,191$122.84M0.0%-23.7%1.023%
5/14/2025Bragg Financial Advisors Inc3,331$333K0.0%-7.3%0.003%
5/14/2025CW Advisors LLC12,000$1.20M0.0%N/A0.010%
5/14/2025Summit Financial LLC19,286$1.93M0.1%+232.2%0.016%
5/14/2025Flow Traders U.S. LLC1,817,153$181.72M7.7%N/A1.514%
5/14/2025Dorsey & Whitney Trust CO LLC42,199$4.22M0.2%-2.4%0.035%
5/14/2025Capital Analysts LLC34,980$3.50M0.1%-44.4%0.029%
5/14/2025Tradition Wealth Management LLC27,846$2.79M0.2%-44.2%0.023%
5/14/2025Vertex Planning Partners LLC37,245$3.72M0.8%+66.3%0.031%
5/14/2025JT Stratford LLC3,827$383K0.1%-37.7%0.003%
5/14/2025Legacy Financial Advisors Inc.3,999$400K0.1%-42.5%0.003%
5/14/2025Hsbc Holdings PLC24,024$2.40M0.0%+5.5%0.020%
5/14/2025RWA Wealth Partners LLC125,871$12.59M0.2%-27.8%0.105%
5/13/2025Aptus Capital Advisors LLC121,718$12.17M0.1%-1.3%0.101%
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5/13/2025Mill Creek Capital Advisors LLC93,350$9.34M0.2%-2.7%0.078%
5/13/2025Steward Partners Investment Advisory LLC88,059$8.81M0.1%-36.1%0.073%
5/13/2025Raymond James Financial Inc.571,686$57.17M0.0%-14.9%0.476%
5/13/2025Cresset Asset Management LLC106,612$10.66M0.1%-0.6%0.089%
5/13/2025Schneider Downs Wealth Management Advisors LP5,884$588K0.1%-15.8%0.005%
5/13/2025Gen Wealth Partners Inc33,205$3.32M1.4%-42.2%0.028%
5/13/2025EverSource Wealth Advisors LLC9,830$983K0.1%+4.6%0.008%
5/13/2025Watchman Group Inc.9,003$900K0.3%+6.1%0.008%
5/13/2025High Falls Advisors Inc117,911$11.79M2.8%-46.2%0.098%
5/13/2025Stephen J. Garry & Associates LLC2,565$256K0.2%-7.2%0.002%
(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 iShares MSCI EAFE Growth ETF's institutional investors.

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

Of the 928 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 58,773,445 shares in the last 24 months. This purchase volume represents approximately $5.89B in transactions.

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

Of the 578 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. ($2.64M), Envestnet Portfolio Solutions Inc. ($2.58M), Park Avenue Securities LLC ($1.62M), and CWM LLC ($1.51M).

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

Institutional investors have sold a total of 48,344,027 shares in the last 24 months. This volume of shares sold represents approximately $4.85B in transactions.


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This page (BATS:EFG) was last updated on 7/2/2025 by MarketBeat.com Staff
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