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iShares MSCI EAFE Growth ETF (EFG) Institutional Ownership

iShares MSCI EAFE Growth ETF logo
$118.35 -0.72 (-0.60%)
As of 10:12 AM 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)
639
Total
Institutional Inflows
(last 12 months)
$2.02B
Number of
Institutional Sellers
(last 12 months)
568
Total
Institutional Outflows
(last 12 months)
$4.51B
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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
5/19/2026Bank of America Corp DE4,708,538$524.39M0.0%+35.0%4.004%
5/19/2026Centaurus Financial Inc.15,662$1.74M0.1%-4.3%0.013%
5/19/2026Ashton Thomas Securities LLC1,100$123K0.0%N/A0.001%
5/19/2026Arkadios Wealth Advisors23,562$2.62M0.0%+72.8%0.020%
5/19/2026Arete Wealth Advisors LLC60,907$6.79M0.5%-0.9%0.052%
5/18/2026 EverSource Wealth Advisors LLC7,663$854K0.0%+89.7%0.007%
5/18/2026 Royal Bank of Canada632,689$70.46M0.0%+44.5%0.538%
5/16/2026 Quantinno Capital Management LP37,913$4.22M0.0%+27.7%0.032%
5/15/2026 Gateway Wealth Partners LLC84,506$9.41M0.4%N/A0.072%
5/15/2026 Bradley Foster & Sargent Inc. CT7,018$782K0.0%-16.2%0.006%
5/15/2026 Matrix Private Capital Group LLC2,762$308K0.1%N/A0.002%
5/15/2026 Waverly Advisors LLC125,294$13.95M0.1%+2.3%0.107%
5/15/2026 Wealth Alliance LLC101,151$11.27M1.1%+1,001.6%0.086%
5/14/2026 Sentinel Advisory Group LLC5,590$623K0.3%N/A0.005%
5/14/2026 Renaissance Technologies LLC5,700$635K0.0%-75.6%0.005%
5/14/2026 Compound Planning Inc.21,490$2.39M0.1%+11.6%0.018%
5/14/2026 Modern Wealth Management LLC78,617$8.94M0.2%+1,324.0%0.067%
5/14/2026 Keebeck Wealth Management91,069$10.14M1.1%+50.2%0.077%
5/14/2026 Lido Advisors LLC211,427$23.55M0.1%+0.6%0.180%
5/13/2026 Cetera Investment Advisers2,208,206$245.93M0.3%+125.2%1.878%
5/13/2026 Wealthspire Retirement LLC36,306$4.04M0.2%+16.0%0.031%
5/13/2026 Signature Equity Partners LLC237$26K0.0%+1,147.4%0.000%
5/13/2026 NewEdge Wealth LLC54,927$6.12M0.1%+14.7%0.047%
5/8/2026 PNC Financial Services Group Inc.1,241,869$138.31M0.1%+0.2%1.056%
5/8/2026 HORAN Wealth LLC8,171$931K0.1%N/A0.007%
5/8/2026 Cassaday & Co Wealth Management LLC194,191$21.63M0.5%-1.9%0.165%
5/8/2026 JMG Financial Group Ltd.2,411$269K0.0%-29.6%0.002%
5/8/2026 Johnson Financial Group Inc.29,212$3.25M0.1%-44.9%0.025%
5/7/2026 Meeder Advisory Services Inc.94,053$10.48M0.4%+14.2%0.080%
5/7/2026 Wells Financial Advisors INC295$33K0.2%-73.5%0.000%
5/7/2026 Scarborough Advisors LLC6,342$706K0.1%N/A0.005%
5/7/2026 Balefire LLC2,810$313K0.1%N/A0.002%
5/7/2026 Parallel Advisors LLC9,921$1.11M0.0%+22.9%0.008%
5/7/2026 Ironwood Investment Counsel LLC15,027$1.67M0.2%+1.2%0.013%
5/7/2026 Koss Olinger Consulting LLC69,242$7.71M0.6%-80.8%0.059%
5/7/2026 Regimen Wealth LLC102,470$11.41M3.3%-5.0%0.087%
5/7/2026 Vision Retirement LLC4,214$469K0.1%-36.3%0.004%
5/7/2026 World Equity Group Inc.5,334$594K0.2%N/A0.005%
5/7/2026 Paces Ferry Wealth Advisors LLC13,705$1.53M0.6%-0.9%0.012%
5/6/2026 Sterling Financial Planning Inc.40,694$4.53M1.3%-0.2%0.035%
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5/6/2026 Quadrant Private Wealth Management LLC11,040$1.23M0.2%-8.6%0.009%
5/6/2026 FSA Advisors Inc.3,362$374K0.2%N/A0.003%
5/6/2026 Cornerstone Planning Group LLC31,009$3.71M0.5%+495.4%0.026%
5/6/2026 Modera Wealth Management LLC3,015$336K0.0%+29.2%0.003%
5/6/2026 Advisortrust Partners LLC1,099$122K0.1%N/A0.001%
5/6/2026 Assetmark Inc.27,545$3.07M0.0%+67.4%0.023%
5/6/2026 Fiscal Wisdom Wealth Management LLC3,233$360K0.3%N/A0.003%
5/6/2026 SteelPeak Wealth LLC137,214$15.28M0.5%+6,424.7%0.117%
5/6/2026 Sofi Wealth LLC378,729$42.18M2.0%-28.4%0.322%
5/6/2026 Independent Financial Group LLC4,258$474K0.0%N/A0.004%
5/6/2026 Prosperity Consulting Group LLC95,037$10.58M0.5%+8.1%0.081%
5/6/2026 Birchwood Financial Partners Inc.330$37K0.0%-35.3%0.000%
5/5/2026 Quartz Partners LLC2,540$283K0.1%-37.9%0.002%
5/5/2026 Lane Brothers & Co. Inc.2,693$300K0.2%-7.8%0.002%
5/5/2026 Wealthfront Advisers LLC9,961$1.11M0.0%+2.6%0.008%
5/5/2026 D.A. Davidson & CO.23,442$2.61M0.0%+14.3%0.020%
5/5/2026 Marks Group Wealth Management Inc160,285$17.85M1.7%+91.6%0.136%
5/5/2026 Bank of New York Mellon Corp1,472,363$163.98M0.0%+166.6%1.252%
5/5/2026 Milestone Investment Advisors LLC8,114$904K0.2%+1.1%0.007%
5/5/2026 Theory Financial LLC3,573$398K0.1%+31.4%0.003%
5/5/2026 Geneos Wealth Management Inc.35,840$3.99M0.1%-1.6%0.030%
5/5/2026 Luts & Greenleigh Group Inc.9,377$1.04M0.8%+4.3%0.008%
5/5/2026 Sanctuary Advisors LLC855,806$95.31M0.5%+58.8%0.728%
5/5/2026 Sigma Planning Corp8,096$902K0.0%+20.9%0.007%
5/5/2026 Checchi Capital Advisers LLC94,559$10.53M0.5%-17.4%0.080%
5/5/2026 Wealthgarden F.S. LLC2,132$237K0.2%N/A0.002%
5/5/2026 Nwam LLC2,237$249K0.0%N/A0.002%
5/4/2026 AMG National Trust Bank36,873$4.11M0.1%+134.4%0.031%
5/4/2026 Empirical Financial Services LLC d.b.a. Empirical Wealth Management172,116$19.17M0.3%+5.5%0.146%
5/4/2026 Bryn Mawr Trust Advisors LLC7,621$849K0.0%+3.3%0.006%
5/4/2026 Northland Securities Inc.6,743$751K0.7%-1.3%0.006%
5/4/2026 Bedel Financial Consulting Inc.123,400$13.74M1.5%+1.0%0.105%
5/4/2026 Uptick Partners LLC2,149$239K0.0%-7.6%0.002%
5/4/2026 Lifeworks Advisors LLC8,264$920K0.1%+156.8%0.007%
5/4/2026 Procyon Advisors LLC69,134$7.70M0.1%+4.3%0.059%
5/2/2026 Pacific Life Fund Advisors LLC116,400$12.96M1.5%N/A0.099%
5/2/2026 Global Assets Advisory LLC573$64K0.0%N/A0.000%
5/2/2026 International Assets Investment Management LLC2,273$258K0.0%+46.6%0.002%
5/2/2026 Diversify Wealth Management LLC74,987$8.72M0.2%+479.7%0.064%
5/2/2026 Valmark Advisers Inc.46,134$5.14M0.1%+0.9%0.039%
5/2/2026 Carnegie Investment Counsel25,077$2.79M0.1%+5.7%0.021%
5/2/2026 UNIVEST FINANCIAL Corp6,625$738K0.0%+8.8%0.006%
5/1/2026 Citizens Financial Group Inc. RI12,216$1.36M0.0%-6.3%0.010%
5/1/2026 Midwest Trust Co15,450$1.72M0.0%+0.9%0.013%
5/1/2026 Fifth Third Bancorp67,118$7.48M0.0%+2,235.4%0.057%
5/1/2026 Sovran Advisors LLC52,100$6.21M0.5%+127.7%0.044%
5/1/2026 Summit Financial Strategies Inc.2,836$316K0.0%-22.6%0.002%
5/1/2026 Droms Strauss Advisors Inc. MO ADV4,101$457K0.1%+2.9%0.003%
5/1/2026 WealthShield Partners LLC61,335$6.83M0.8%+481.5%0.052%
5/1/2026 TSA Wealth Managment LLC22,642$2.52M0.8%-14.8%0.019%
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5/1/2026 Simplicity Wealth LLC79,630$8.87M0.5%+46.3%0.068%
5/1/2026 Sequoia Financial Advisors LLC15,575$1.74M0.0%+13.0%0.013%
4/30/2026 Hsbc Holdings PLC25,225$2.81M0.0%+8.1%0.021%
4/30/2026 Elevated Capital Advisors LLC3,782$421K0.1%-6.7%0.003%
4/30/2026 Yukon Wealth Management Inc.34,808$3.88M2.3%-3.9%0.030%
4/30/2026 Beacon Financial Group4,828$538K0.1%+2.2%0.004%
4/30/2026 Kestra Advisory Services LLC303,818$33.84M0.1%+22.9%0.258%
4/30/2026 Money Concepts Capital Corp2,367$264K0.0%N/A0.002%
4/30/2026 Beam Wealth Advisors Inc.57,523$6.41M1.6%+17.2%0.049%
4/30/2026 Personal CFO Solutions LLC54,775$6.10M0.9%+6.9%0.047%


EFG Institutional Ownership - Frequently Asked Questions

During the previous two years, 1,135 institutional investors and hedge funds held shares of iShares MSCI EAFE Growth ETF. The most heavily invested institutionals were Axiom Advisory LLC ($562.61M), Bank of America Corp DE ($524.39M), Envestnet Asset Management Inc. ($494.41M), Jones Financial Companies Lllp ($427.37M), Morgan Stanley ($297.31M), JPMorgan Chase & Co. ($254.12M), and Cetera Investment Advisers ($245.93M).Learn more on iShares MSCI EAFE Growth ETF's institutional investors.

Of the 995 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), LPL Financial LLC ($5.06M), Jane Street Group LLC ($3.02M), Flow Traders U.S. LLC ($2.65M), Cetera Investment Advisers ($2.61M), Envestnet Portfolio Solutions Inc. ($2.13M), and Bank of America Corp DE ($1.97M).

Institutional investors have bought a total of 17,979,453 shares in the last 24 months. This purchase volume represents approximately $2.02B in transactions.

Of the 568 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. ($12.58M), JPMorgan Chase & Co. ($2.64M), Jones Financial Companies Lllp ($2.30M), Envestnet Portfolio Solutions Inc. ($1.54M), CWM LLC ($1.37M), Park Avenue Securities LLC ($1.37M), and Bank of America Corp DE ($631.00K).

Institutional investors have sold a total of 39,908,201 shares in the last 24 months. This volume of shares sold represents approximately $4.51B in transactions.


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This page (BATS:EFG) was last updated on 5/19/2026 by MarketBeat.com Staff.
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