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iShares MSCI EAFE Growth ETF (EFG) Institutional Ownership

iShares MSCI EAFE Growth ETF logo
$124.51 +0.44 (+0.36%)
As of 03:57 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)
549
Total
Institutional Inflows
(last 12 months)
$1.75B
Number of
Institutional Sellers
(last 12 months)
491
Total
Institutional Outflows
(last 12 months)
$3.97B
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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
9/4/2026Parkside Financial Bank & Trust41,437$5.16M0.3%+8.4%0.035%
9/2/2026 MLG Wealth Management DBA Pine Grove Financial Group114,770$14.29M1.4%+8.0%0.098%
8/28/2026 Cornerstone Financial Management LLC23,001$2.86M2.3%+5.2%0.020%
8/27/2026 Corient Private Wealth LP116,161$14.45M0.0%-62.5%0.099%
8/26/2026 HORAN Wealth LLC10,015$1.25M0.2%+22.6%0.009%
8/25/2026 Advus Financial Partners LLC24,469$3.04M0.7%+6.5%0.021%
8/23/2026 Hyundai Investments Co. Ltd.4,624$570K0.6%+158.9%0.004%
8/23/2026 Ameritas Advisory Services LLC6,860$854K0.0%+174.4%0.006%
8/23/2026 Wedmont Private Capital2,782$341K0.0%-3.0%0.002%
8/23/2026 Kintra Wealth LLC6,757$859K0.0%+17.7%0.006%
8/23/2026 Endeavor Private Wealth Inc.42,403$5.28M1.3%+8.2%0.036%
8/23/2026 POM Investment Strategies LLC1,893$236K0.3%+117.8%0.002%
8/23/2026 Beaird Harris Wealth Management LLC495$62K0.0%N/A0.000%
8/23/2026 HB Wealth Management LLC12,959$1.61M0.0%+7.0%0.011%
8/23/2026 Global Wealth Strategies & Associates2,281$284K0.1%-6.8%0.002%
8/23/2026 Hutchens & Kramer Investment Management Group LLC8,905$1.11M0.3%-3.7%0.008%
8/23/2026 Unique Wealth LLC7,581$943K0.1%+4.5%0.006%
8/22/2026 Advisory Solutions Group LLC16,329$2.03M0.7%N/A0.014%
8/22/2026 Compass Financial Management LLC403$50K0.0%N/A0.000%
8/22/2026 NBH Bank1,755$218K0.1%N/A0.001%
8/22/2026 Maloon Powers Pitre Higgins & Dennehy LLC4,251$529K0.2%N/A0.004%
8/22/2026 Montgomery Financial Services LLC49,158$6.12M5.3%N/A0.042%
8/22/2026 Highland Investment Advisors LLC479$60K0.0%N/A0.000%
8/22/2026 Cassilly Financial Group LLC1,637$204K0.1%N/A0.001%
8/22/2026 Blalock Williams LLC20,644$2.57M1.7%+9.8%0.018%
8/22/2026 Aventus Investment Advisors Inc.96,865$12.05M8.8%-17.6%0.082%
8/22/2026 Shum Financial Group Inc.27,393$3.41M1.9%+14.6%0.023%
8/22/2026 SMART Wealth LLC21,547$2.68M0.6%+118.7%0.018%
8/22/2026 Retirement Wealth Solutions LLC32,023$3.98M2.2%+9.1%0.027%
8/22/2026 LifePlan Investment Advisors Inc.20,936$2.61M0.9%+6.5%0.018%
8/22/2026 Sapient Capital LLC3,580$445K0.0%N/A0.003%
8/22/2026 Tassel Capital Management Inc.6,131$763K0.4%+1.5%0.005%
8/22/2026 Kickstand Ventures LLC.39,224$4.88M0.9%+1.0%0.033%
8/22/2026 Concurrent Investment Advisors LLC100,969$12.56M0.1%+15.3%0.086%
8/21/2026 Beacon Capital Management LLC21,340$2.66M0.4%N/A0.018%
8/21/2026 Continuum Advisory LLC4,215$524K0.0%+6.8%0.004%
8/21/2026 Hudson Portfolio Management LLC1,750$218K0.2%-4.9%0.001%
8/21/2026 KFA Private Wealth Group LLC2,548$317K0.1%-8.9%0.002%
8/21/2026 First Citizens Financial Corp9,822$1.22M0.5%+26.5%0.008%
8/21/2026 Bedel Financial Consulting Inc.124,600$15.50M1.5%+1.0%0.106%
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8/21/2026 Financial Life Advisors99,828$12.42M3.5%+21.5%0.085%
8/20/2026 Rehmann Capital Advisory Group13,492$1.68M0.1%+49.2%0.011%
8/15/2026 First Bancorp Inc ME219$27K0.0%N/A0.000%
8/12/2026 Compass Financial Management LLC403$50K0.0%N/A0.000%
8/7/2026 Trust Co. of Vermont5,057$629K0.0%N/A0.004%
7/10/2026 Taylor & Morgan Wealth Management LLC8,209$1.02M0.5%-8.2%0.007%
7/10/2026 JFS Wealth Advisors LLC12,409$1.54M0.1%+1.4%0.011%
7/10/2026 Canvas Wealth Advisors LLC9,962$1.24M0.2%+2.1%0.008%
7/10/2026 HRC Wealth Management LLC6,021$749K0.3%-3.0%0.005%
7/10/2026 Ocean Park Asset Management LLC72,975$9.08M0.4%N/A0.062%
7/10/2026 Diversified Management Inc.41,079$5.11M1.1%+1.6%0.035%
7/10/2026 City Holding Co.1,100$137K0.0%N/A0.001%
7/10/2026 Spinnaker Investment Group LLC3,064$381K0.1%N/A0.003%
7/10/2026 Affiance Financial LLC23,689$2.95M0.4%-1.2%0.020%
7/10/2026 Redhawk Wealth Advisors Inc.6,719$836K0.1%N/A0.006%
7/10/2026 Community Financial Services Group LLC1,868$229K0.0%-8.1%0.002%
7/10/2026 Wealthcare Advisory Partners LLC2,197$273K0.0%N/A0.002%
7/9/2026 Revolve Wealth Partners LLC50,284$6.26M0.6%-1.9%0.043%
7/9/2026 Centurion Wealth Management LLC8,806$1.10M0.3%+3.5%0.007%
7/9/2026 Sapient Capital LLC3,580$445K0.0%N/A0.003%
7/9/2026 Focus Financial Network Inc.23,728$2.95M0.1%+37.0%0.020%
7/9/2026 Sax Wealth Advisors LLC11,405$1.42M0.1%-2.9%0.010%
7/9/2026 Ehrlich Financial Group2,500$311K0.2%-44.0%0.002%
7/9/2026 Breakwater Capital Group41,485$5.16M0.6%-0.5%0.035%
7/9/2026 Affinity Capital Advisors LLC177,115$22.16M2.7%+12.0%0.151%
7/9/2026 Valeo Financial Advisors LLC13,898$1.73M0.0%+2.1%0.012%
7/8/2026 Beaird Harris Wealth Management LLC495$62K0.0%N/A0.000%
7/8/2026 Trust Point Inc.26,570$3.31M0.3%+16.7%0.023%
7/8/2026 Strategic Investment Solutions Inc. IL1,298$161K0.0%+3,315.8%0.001%
7/8/2026 First Heartland Consultants Inc.13,204$1.64M0.1%N/A0.011%
7/8/2026 Evanson Financial LLC3,431$427K0.0%N/A0.003%
7/8/2026 Archer Investment Management LLC9,843$1.23M0.4%+4.4%0.008%
7/7/2026 Fermata Advisors LLC3,553$442K0.1%+6.3%0.003%
7/7/2026 First Citizens Financial Corp9,822$1.22M0.5%+26.5%0.008%
7/7/2026 Mechanics Bank Trust Department11,003$1.37M0.2%-6.0%0.009%
7/7/2026 Balefire LLC11,094$1.38M0.2%+294.8%0.009%
7/7/2026 McNaughton Wealth Management LLC38,923$4.84M1.7%+24.3%0.033%
7/7/2026 Avior Wealth Management LLC97,585$12.14M0.3%+5.2%0.083%
7/7/2026 Harbor Investment Advisory LLC601$75K0.0%-81.5%0.001%
7/7/2026 Waller Financial Planning Group Inc.219,957$27.37M5.6%+2.0%0.187%
7/7/2026 CoreCap Advisors LLC48,629$6.05M0.2%-3.4%0.041%
7/7/2026 Pacific Excel Wealth Advisors Inc.1,790$223K0.1%N/A0.002%
7/6/2026 Hobart Private Capital LLC1,731$215K0.0%-47.5%0.001%
7/2/2026 Collective Family Office LLC8,049$1.00M0.2%+4.5%0.007%
7/1/2026 Eastern Bank6,117$761K0.0%-7.4%0.005%
7/1/2026 Global Wealth Strategies & Associates2,281$284K0.1%-6.8%0.002%
6/24/2026 Redwood Investment Management LLC3,533$393K0.0%+5.2%0.003%
6/18/2026 Western Wealth Management LLC8,669$965K0.0%+147.3%0.007%
6/10/2026 FAS Wealth Partners Inc.464,189$51.70M3.2%+1.4%0.395%
6/4/2026 Town Capital LLC2,261$252K0.2%-63.7%0.002%
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6/3/2026 Wealthquest Corp61,664$6.87M0.5%-15.1%0.052%
6/3/2026 Parallel Advisors LLC9,921$1.11M0.0%+22.9%0.008%
6/3/2026 NewEdge Advisors LLC662,281$73.76M0.3%+391.7%0.563%
6/1/2026 Concorde Asset Management LLC27,590$3.07M1.5%+6.2%0.023%
6/1/2026 Keel Point LLC17,522$1.95M0.1%+0.9%0.015%
5/28/2026 Maripau Wealth Management LLC4,119$459K0.2%N/A0.004%
5/27/2026 Security Financial Services INC.3,286$366K0.1%+13.9%0.003%
5/26/2026 Glenmede Trust Co. NA59,766$6.66M0.0%-10.4%0.051%
5/22/2026 Wellington Grp LLC332$37K0.0%+125.9%0.000%
5/22/2026 Verus Capital Partners LLC14,911$1.66M0.1%+23.7%0.013%


EFG Institutional Ownership - Frequently Asked Questions

During the previous two years, 1,129 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 978 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. ($5.47M), Jane Street Group LLC ($3.02M), LPL Financial LLC ($2.87M), Flow Traders U.S. LLC ($2.65M), Bank of America Corp DE ($1.97M), Sanctuary Advisors LLC ($1.79M), and Cetera Investment Advisers ($1.58M).

Institutional investors have bought a total of 15,465,921 shares in the last 24 months. This purchase volume represents approximately $1.75B in transactions.

Of the 491 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. ($2.37M), Envestnet Portfolio Solutions Inc. ($1.39M), Park Avenue Securities LLC ($1.37M), CWM LLC ($1.35M), Jones Financial Companies Lllp ($862.12K), and M&T Bank Corp ($566.60K).

Institutional investors have sold a total of 34,878,014 shares in the last 24 months. This volume of shares sold represents approximately $3.97B in transactions.


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Institutional ownership data for BATS:EFG is compiled from quarterly 13F filings submitted to the U.S. Securities and Exchange Commission (SEC), with the most recent received on 9/4/2026. New 13F filings are added each quarter as they're published.
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