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iShares MSCI EAFE Growth ETF (EFG) Institutional Ownership

iShares MSCI EAFE Growth ETF logo
$122.77 -1.65 (-1.33%)
As of 04:10 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)
643
Total
Institutional Inflows
(last 12 months)
$2.07B
Number of
Institutional Sellers
(last 12 months)
567
Total
Institutional Outflows
(last 12 months)
$4.34B
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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
7/1/2026Eastern Bank6,117$761K0.0%-7.4%0.005%
7/1/2026Global Wealth Strategies & Associates2,281$284K0.1%-6.8%0.002%
6/24/2026Redwood Investment Management LLC3,533$393K0.0%+5.2%0.003%
6/18/2026Western Wealth Management LLC8,669$965K0.0%+147.3%0.007%
6/10/2026FAS Wealth Partners Inc.464,189$51.70M3.2%+1.4%0.395%
6/4/2026Town Capital LLC2,261$252K0.2%-63.7%0.002%
6/3/2026Wealthquest Corp61,664$6.87M0.5%-15.1%0.052%
6/3/2026Parallel Advisors LLC9,921$1.11M0.0%+22.9%0.008%
6/3/2026NewEdge Advisors LLC662,281$73.76M0.3%+391.7%0.563%
6/1/2026Concorde Asset Management LLC27,590$3.07M1.5%+6.2%0.023%
6/1/2026Keel Point LLC17,522$1.95M0.1%+0.9%0.015%
5/28/2026Maripau Wealth Management LLC4,119$459K0.2%N/A0.004%
5/27/2026Security Financial Services INC.3,286$366K0.1%+13.9%0.003%
5/26/2026Glenmede Trust Co. NA59,766$6.66M0.0%-10.4%0.051%
5/22/2026Wellington Grp LLC332$37K0.0%+125.9%0.000%
5/22/2026Verus Capital Partners LLC14,911$1.66M0.1%+23.7%0.013%
5/20/2026Arete Wealth Advisors LLC60,907$6.79M0.4%-0.9%0.052%
5/20/2026SOA Wealth Advisors LLC.42,166$4.70M0.5%-4.4%0.036%
5/19/2026Western Wealth Management LLC8,669$965K0.0%+147.3%0.007%
5/19/2026Cornerstone Wealth LLC TN14,847$1.74M1.0%N/A0.013%
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%
5/18/2026EverSource Wealth Advisors LLC7,663$854K0.0%+89.7%0.007%
5/18/2026Royal Bank of Canada632,689$70.46M0.0%+44.5%0.538%
5/16/2026Quantinno Capital Management LP37,913$4.22M0.0%+27.7%0.032%
5/15/2026Gateway Wealth Partners LLC84,506$9.41M0.4%N/A0.072%
5/15/2026Bradley Foster & Sargent Inc. CT7,018$782K0.0%-16.2%0.006%
5/15/2026Matrix Private Capital Group LLC2,762$308K0.1%N/A0.002%
5/15/2026Waverly Advisors LLC125,294$13.95M0.1%+2.3%0.107%
5/15/2026Wealth Alliance LLC101,151$11.27M1.1%+1,001.6%0.086%
5/14/2026Sentinel Advisory Group LLC5,590$623K0.3%N/A0.005%
5/14/2026Renaissance Technologies LLC5,700$635K0.0%-75.6%0.005%
5/14/2026Compound Planning Inc.21,490$2.39M0.1%+11.6%0.018%
5/14/2026Modern Wealth Management LLC78,617$8.94M0.2%+1,324.0%0.067%
5/14/2026Keebeck Wealth Management91,069$10.14M1.1%+50.2%0.077%
5/14/2026Lido Advisors LLC211,427$23.55M0.1%+0.6%0.180%
5/13/2026Cetera Investment Advisers2,208,206$245.93M0.3%+125.2%1.878%
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5/13/2026Wealthspire Retirement LLC36,306$4.04M0.2%+16.0%0.031%
5/13/2026Signature Equity Partners LLC237$26K0.0%+1,147.4%0.000%
5/13/2026NewEdge Wealth LLC54,927$6.12M0.1%+14.7%0.047%
5/8/2026PNC Financial Services Group Inc.1,241,869$138.31M0.1%+0.2%1.056%
5/8/2026HORAN Wealth LLC8,171$931K0.1%N/A0.007%
5/8/2026Cassaday & Co Wealth Management LLC194,191$21.63M0.5%-1.9%0.165%
5/8/2026JMG Financial Group Ltd.2,411$269K0.0%-29.6%0.002%
5/8/2026Johnson Financial Group Inc.29,212$3.25M0.1%-44.9%0.025%
5/7/2026Meeder Advisory Services Inc.94,053$10.48M0.4%+14.2%0.080%
5/7/2026Wells Financial Advisors INC295$33K0.2%-73.5%0.000%
5/7/2026Scarborough Advisors LLC6,342$706K0.1%N/A0.005%
5/7/2026Balefire LLC2,810$313K0.1%N/A0.002%
5/7/2026Parallel Advisors LLC9,921$1.11M0.0%+22.9%0.008%
5/7/2026Ironwood Investment Counsel LLC15,027$1.67M0.2%+1.2%0.013%
5/7/2026Koss Olinger Consulting LLC69,242$7.71M0.6%-80.8%0.059%
5/7/2026Regimen Wealth LLC102,470$11.41M3.3%-5.0%0.087%
5/7/2026Vision Retirement LLC4,214$469K0.1%-36.3%0.004%
5/7/2026World Equity Group Inc.5,334$594K0.2%N/A0.005%
5/7/2026Paces Ferry Wealth Advisors LLC13,705$1.53M0.6%-0.9%0.012%
5/6/2026Sterling Financial Planning Inc.40,694$4.53M1.3%-0.2%0.035%
5/6/2026Quadrant Private Wealth Management LLC11,040$1.23M0.2%-8.6%0.009%
5/6/2026FSA Advisors Inc.3,362$374K0.2%N/A0.003%
5/6/2026Cornerstone Planning Group LLC31,009$3.71M0.5%+495.4%0.026%
5/6/2026Modera Wealth Management LLC3,015$336K0.0%+29.2%0.003%
5/6/2026Advisortrust Partners LLC1,099$122K0.1%N/A0.001%
5/6/2026Assetmark Inc.27,545$3.07M0.0%+67.4%0.023%
5/6/2026Fiscal Wisdom Wealth Management LLC3,233$360K0.3%N/A0.003%
5/6/2026SteelPeak Wealth LLC137,214$15.28M0.5%+6,424.7%0.117%
5/6/2026Sofi Wealth LLC378,729$42.18M2.0%-28.4%0.322%
5/6/2026Independent Financial Group LLC4,258$474K0.0%N/A0.004%
5/6/2026Prosperity Consulting Group LLC95,037$10.58M0.5%+8.1%0.081%
5/6/2026Birchwood Financial Partners Inc.330$37K0.0%-35.3%0.000%
5/5/2026Quartz Partners LLC2,540$283K0.1%-37.9%0.002%
5/5/2026Lane Brothers & Co. Inc.2,693$300K0.2%-7.8%0.002%
5/5/2026Wealthfront Advisers LLC9,961$1.11M0.0%+2.6%0.008%
5/5/2026D.A. Davidson & CO.23,442$2.61M0.0%+14.3%0.020%
5/5/2026Marks Group Wealth Management Inc160,285$17.85M1.7%+91.6%0.136%
5/5/2026Bank of New York Mellon Corp1,472,363$163.98M0.0%+166.6%1.252%
5/5/2026Milestone Investment Advisors LLC8,114$904K0.2%+1.1%0.007%
5/5/2026Theory Financial LLC3,573$398K0.1%+31.4%0.003%
5/5/2026Geneos Wealth Management Inc.35,840$3.99M0.1%-1.6%0.030%
5/5/2026Luts & Greenleigh Group Inc.9,377$1.04M0.8%+4.3%0.008%
5/5/2026Sanctuary Advisors LLC855,806$95.31M0.5%+58.8%0.728%
5/5/2026Sigma Planning Corp8,096$902K0.0%+20.9%0.007%
5/5/2026Checchi Capital Advisers LLC94,559$10.53M0.5%-17.4%0.080%
5/5/2026Wealthgarden F.S. LLC2,132$237K0.2%N/A0.002%
5/5/2026Nwam LLC2,237$249K0.0%N/A0.002%
5/4/2026AMG National Trust Bank36,873$4.11M0.1%+134.4%0.031%
5/4/2026Empirical Financial Services LLC d.b.a. Empirical Wealth Management172,116$19.17M0.3%+5.5%0.146%
5/4/2026Bryn Mawr Trust Advisors LLC7,621$849K0.0%+3.3%0.006%
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5/4/2026Northland Securities Inc.6,743$751K0.7%-1.3%0.006%
5/4/2026Bedel Financial Consulting Inc.123,400$13.74M1.5%+1.0%0.105%
5/4/2026Uptick Partners LLC2,149$239K0.0%-7.6%0.002%
5/4/2026Lifeworks Advisors LLC8,264$920K0.1%+156.8%0.007%
5/4/2026Procyon Advisors LLC69,134$7.70M0.1%+4.3%0.059%
5/2/2026Pacific Life Fund Advisors LLC116,400$12.96M1.5%N/A0.099%
5/2/2026Global Assets Advisory LLC573$64K0.0%N/A0.000%
5/2/2026International Assets Investment Management LLC2,273$258K0.0%+46.6%0.002%
5/2/2026Diversify Wealth Management LLC74,987$8.72M0.2%+479.7%0.064%
5/2/2026Valmark Advisers Inc.46,134$5.14M0.1%+0.9%0.039%


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 996 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), Envestnet Portfolio Solutions Inc. ($2.13M), Cetera Investment Advisers ($2.07M), and Bank of America Corp DE ($1.97M).

Institutional investors have bought a total of 18,369,836 shares in the last 24 months. This purchase volume represents approximately $2.07B in transactions.

Of the 567 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), Envestnet Portfolio Solutions Inc. ($1.54M), CWM LLC ($1.37M), Park Avenue Securities LLC ($1.37M), Jones Financial Companies Lllp ($862.12K), and Bank of America Corp DE ($631.00K).

Institutional investors have sold a total of 38,207,811 shares in the last 24 months. This volume of shares sold represents approximately $4.34B in transactions.


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This page (BATS:EFG) was last updated on 7/1/2026 by MarketBeat.com Staff.
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