iShares MSCI EAFE Growth ETF (EFG) Institutional Ownership

$101.70

+1.57 (+1.57%)

(As of 07/26/2024 ET)

Number of Institutional Buyers (last 12 months): 553
Total Institutional Inflows (last 12 months): $3.01B

Number of Institutional Sellers (last 12 months): 454
Total Institutional Outflows (last 12 months): $3.35B

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EFG Institutional Buying and Selling by Quarter

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iShares MSCI EAFE Growth ETF Major Shareholders & Ownership History

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Reporting Date	Major Shareholder Name	Shares Held	Market Value	% of Portfolio	Quarterly Change in Shares	Ownership in Company
7/26/2024	Beacon Financial Advisory LLC	10,021	$1.03M	0.4%	+61.5%	0.009%
7/26/2024	Arcadia Wealth Management LLC	11,106	$1.14M	0.6%	+2.2%	0.009%
7/26/2024	1900 Wealth Management LLC	68,912	$7.05M	0.7%	-23.2%	0.059%
7/26/2024	Breakwater Capital Group	31,997	$3.27M	0.7%	+2.6%	0.027%
7/26/2024	WealthShield Partners LLC	89,905	$9.20M	1.4%	+52.0%	0.076%
7/26/2024	Checchi Capital Advisers LLC	127,827	$13.08M	0.7%	-10.2%	0.109%
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7/26/2024	Harbour Investments Inc.	37,240	$3.81M	0.1%	+28.0%	0.032%
7/26/2024	Patriot Financial Group Insurance Agency LLC	16,304	$1.67M	0.2%	+94.0%	0.014%
7/26/2024	Atomi Financial Group Inc.	11,094	$1.14M	0.1%	-6.4%	0.009%
7/26/2024	Cambridge Investment Research Advisors Inc.	297,148	$30.40M	0.1%	+40.7%	0.253%
7/26/2024	Atlantic Edge Private Wealth Management LLC	970	$99K	0.0%	+181.2%	0.001%
7/26/2024	Latitude Advisors LLC	6,931	$709K	0.4%	+12.7%	0.006%
7/26/2024	Callan Family Office LLC	46,946	$4.80M	0.9%	-0.7%	0.040%
7/26/2024	Tanglewood Wealth Management Inc.	67,227	$6.88M	0.9%	-21.7%	0.057%
7/26/2024	Hyman Charles D	67,088	$6.86M	0.4%	-0.2%	0.057%
7/26/2024	Bank of New York Mellon Corp	1,246,556	$127.52M	0.0%	+46.8%	1.060%
7/26/2024	Patten Group Inc.	29,015	$2.97M	0.7%	+5.0%	0.025%
7/26/2024	Obsidian Personal Planning Solutions LLC	56,603	$5.79M	3.5%	+7.6%	0.048%
7/25/2024	First Heartland Consultants Inc.	11,351	$1.16M	0.1%	+164.0%	0.010%
7/25/2024	Addison Capital Co	8,459	$865K	0.4%	+62.8%	0.007%
7/25/2024	Raymond James Trust N.A.	11,197	$1.15M	0.0%	+4.3%	0.010%
7/25/2024	TNF LLC	129,720	$13.14M	4.7%	+29.3%	0.110%
7/25/2024	Pineridge Advisors LLC	1,719	$176K	0.1%	+10.8%	0.001%
7/25/2024	Highland Capital Management LLC	4,123	$422K	0.0%	-3.5%	0.004%
7/25/2024	AMG National Trust Bank	16,706	$1.71M	0.0%	+39.0%	0.014%
7/25/2024	EQ LLC	70,511	$7.21M	4.3%	+5.9%	0.060%
7/25/2024	Tempus Wealth Planning LLC	9,712	$993K	0.4%	-7.0%	0.008%
7/25/2024	Independence Bank of Kentucky	5,908	$604K	0.2%	-10.4%	0.005%
7/25/2024	Clear Creek Financial Management LLC	80,194	$8.20M	1.0%	+17.3%	0.068%
7/25/2024	Pettinga Financial Advisors LLC	178,230	$18.23M	4.6%	+73.3%	0.152%
7/25/2024	Institute for Wealth Management LLC.	10,845	$1.11M	0.1%	-1.4%	0.009%
7/25/2024	Fullcircle Wealth LLC	18,217	$1.85M	0.8%	N/A	0.015%
7/24/2024	Paladin Advisory Group LLC	17,687	$1.81M	1.4%	-3.0%	0.015%
7/24/2024	White Pine Investment CO	42,240	$4.32M	1.3%	N/A	0.036%
7/24/2024	TrueWealth Advisors LLC	4,919	$503K	0.2%	+35.3%	0.004%
7/24/2024	Quotient Wealth Partners LLC	34,274	$3.51M	0.1%	-15.4%	0.029%
7/24/2024	Catalina Capital Group LLC	9,848	$1.01M	0.4%	+31.5%	0.008%
7/24/2024	Diversified LLC	13,646	$1.40M	0.2%	+3.1%	0.012%
7/24/2024	ShoreHaven Wealth Partners LLC	34,924	$3.57M	1.9%	-6.3%	0.030%
7/24/2024	JB Capital LLC	823,326	$84.23M	5.3%	+71.5%	0.700%
Man Who Called Nvidia at $1.10 Says Buy This Now... (Ad) In 2004, one man called Nvidia before just about anyone knew it existed. Now, this same guy says a new company could become the next to soar like Nvidia. Watch Alex's "Next Magnificent Seven" presentation now.
7/24/2024	My Legacy Advisors LLC	58,848	$6.02M	1.9%	N/A	0.050%
7/24/2024	Unique Wealth Strategies LLC	559	$58K	0.0%	N/A	0.000%
7/24/2024	&PARTNERS	21,419	$2.19M	0.1%	+426.4%	0.018%
7/23/2024	Geneos Wealth Management Inc.	30,453	$3.12M	0.1%	+3.2%	0.026%
7/23/2024	Financial Synergies Wealth Advisors Inc.	418,352	$42.80M	5.8%	+2.2%	0.356%
7/23/2024	Concourse Financial Group Securities Inc.	100,680	$10.30M	0.6%	+52.7%	0.086%
7/23/2024	Keystone Financial Services	143,049	$14.63M	6.1%	+61.8%	0.122%
7/23/2024	Courier Capital LLC	51,607	$5.28M	0.4%	+18.3%	0.044%
7/23/2024	Horst & Graben Wealth Management LLC	201,448	$20.61M	3.9%	+55.4%	0.171%
7/23/2024	Security Financial Services INC.	44,018	$4.50M	1.0%	+69.2%	0.037%
7/23/2024	Macroview Investment Management LLC	8,003	$819K	0.9%	-11.0%	0.007%
7/23/2024	ONE Advisory Partners LLC	123,688	$12.65M	5.8%	+51.8%	0.105%
7/22/2024	Atria Wealth Solutions Inc.	378,934	$38.77M	0.4%	+45.8%	0.322%
7/22/2024	RTD Financial Advisors Inc.	205,107	$20.98M	2.8%	-0.6%	0.174%
7/22/2024	Focus Financial Network Inc.	74,124	$7.73M	0.3%	+35.9%	0.063%
7/22/2024	RCS Financial Planning LLC	24,031	$2.46M	1.4%	+26.2%	0.020%
7/22/2024	West Coast Financial LLC	2,425	$248K	0.0%	+18.3%	0.002%
7/22/2024	Carnegie Investment Counsel	24,213	$2.48M	0.1%	-2.1%	0.021%
7/22/2024	Pallas Capital Advisors LLC	9,922	$1.02M	0.0%	-1.1%	0.008%
7/20/2024	First Horizon Advisors Inc.	86,716	$8.87M	0.3%	+64.6%	0.074%
7/20/2024	Continuum Advisory LLC	4,018	$411K	0.1%	+42.1%	0.003%
7/20/2024	Madrona Financial Services LLC	51,597	$5.28M	1.6%	+7.2%	0.044%
7/20/2024	Parsons Capital Management Inc. RI	2,045	$209K	0.0%	N/A	0.002%
7/20/2024	First Pacific Financial	39,191	$4.01M	1.0%	-5.0%	0.033%
7/20/2024	Raymond James Financial Services Advisors Inc.	217,262	$22.23M	0.0%	+3.6%	0.185%
7/20/2024	Apollon Wealth Management LLC	50,088	$5.12M	0.2%	+149.4%	0.043%
7/20/2024	Means Investment CO. Inc.	2,323	$238K	0.0%	-5.5%	0.002%
7/20/2024	Nisa Investment Advisors LLC	69,900	$7.15M	0.0%	N/A	0.059%
7/19/2024	OMNI 360 Wealth Inc.	14,858	$1.52M	1.1%	+28.5%	0.013%
7/19/2024	MONECO Advisors LLC	5,000	$511K	0.1%	-44.9%	0.004%
7/19/2024	Western Wealth Management LLC	3,129	$320K	0.0%	-8.3%	0.003%
7/19/2024	Western Financial Corp CA	4,109	$420K	0.3%	+52.4%	0.003%
7/19/2024	Revolve Wealth Partners LLC	45,483	$4.65M	0.8%	-2.1%	0.039%
7/19/2024	Raymond James & Associates	358,300	$36.65M	0.0%	+4.0%	0.305%
7/19/2024	Hoxton Planning & Management LLC	54,306	$5.56M	2.6%	+31.9%	0.046%
7/19/2024	McGlone Suttner Wealth Management Inc.	4,668	$452K	0.1%	+41.2%	0.004%
7/19/2024	Beacon Financial Planning Inc.	1,992	$204K	0.1%	N/A	0.002%
7/19/2024	Spectrum Planning & Advisory Services Inc.	51,478	$5.28M	5.1%	N/A	0.044%
7/19/2024	World Equity Group Inc.	4,743	$485K	0.1%	-26.3%	0.004%
7/18/2024	Sutton Place Investors LLC	17,046	$1.74M	1.2%	+60.0%	0.014%
7/18/2024	Hofer & Associates. Inc	29,029	$2.97M	2.3%	+1.5%	0.025%
7/18/2024	Gradient Investments LLC	616	$63K	0.0%	+80.1%	0.001%
7/18/2024	Brookstone Capital Management	100,610	$10.49M	0.2%	+63.4%	0.086%
7/18/2024	Baker Tilly Wealth Management LLC	2,672	$273K	0.1%	-62.5%	0.002%
7/18/2024	Valley National Advisers Inc.	14,904	$1.52M	0.2%	+14.5%	0.013%
7/17/2024	Loring Wolcott & Coolidge Fiduciary Advisors LLP MA	749	$79K	0.0%	N/A	0.001%
7/17/2024	Physician Wealth Advisors Inc.	151,408	$16.03M	3.0%	+60.4%	0.129%
7/17/2024	W.H. Cornerstone Investments Inc.	6,449	$660K	0.5%	-32.6%	0.005%
7/17/2024	Midwest Heritage Bank FSB	6,266	$641K	0.3%	-15.9%	0.005%
7/17/2024	SOA Wealth Advisors LLC.	42,028	$4.30M	0.9%	-0.4%	0.036%
Man Who Called Nvidia at $1.10 Says Buy This Now... (Ad) In 2004, one man called Nvidia before just about anyone knew it existed. Now, this same guy says a new company could become the next to soar like Nvidia. Watch Alex's "Next Magnificent Seven" presentation now.
7/17/2024	FSC Wealth Advisors LLC	3,647	$373K	0.3%	+128.8%	0.003%
7/17/2024	Cobblestone Asset Management LLC	71,930	$7.36M	4.8%	+53.5%	0.061%
7/17/2024	Sharkey Howes & Javer	211,354	$21.62M	3.5%	+47.7%	0.180%
7/17/2024	James J. Burns & Company LLC	8,801	$900K	0.2%	+107.7%	0.007%
7/17/2024	Provident Wealth Management LLC	13,609	$1.39M	0.5%	-5.8%	0.012%
7/17/2024	SteelPeak Wealth LLC	202,808	$20.75M	1.0%	+75.0%	0.172%
7/17/2024	Country Club Bank	217,545	$22.31M	1.6%	-13.1%	0.185%
7/17/2024	AdvisorNet Financial Inc	41,203	$4.22M	0.4%	+52.1%	0.035%
7/16/2024	Envestnet Portfolio Solutions Inc.	3,742,137	$382.82M	1.3%	+60.9%	3.182%
7/16/2024	Cedar Point Capital Partners LLC	71,564	$7.32M	5.5%	+0.3%	0.061%

(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, 917 institutional investors and hedge funds held shares of iShares MSCI EAFE Growth ETF. The most heavily invested institutionals were Envestnet Asset Management Inc. ($1.55B), Jones Financial Companies Lllp ($812.07M), LPL Financial LLC ($501.35M), JPMorgan Chase & Co. ($438.66M), Morgan Stanley ($384.46M), Envestnet Portfolio Solutions Inc. ($382.82M), and Bank of America Corp DE ($378.08M).Learn more on EFG's institutional investors.
Which institutional investors have been buying iShares MSCI EAFE Growth ETF stock?: Of the 808 institutional investors that purchased iShares MSCI EAFE Growth ETF stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Envestnet Asset Management Inc. ($19.77M), Envestnet Portfolio Solutions Inc. ($4.76M), JPMorgan Chase & Co. ($3.66M), Park Avenue Securities LLC ($2.94M), SageView Advisory Group LLC ($2.79M), LPL Financial LLC ($2.62M), and Jane Street Group LLC ($2.36M).
How much institutional buying is happening at iShares MSCI EAFE Growth ETF?: Institutional investors have bought a total of 84,830,547 shares in the last 24 months. This purchase volume represents approximately $7.53B in transactions.

Which iShares MSCI EAFE Growth ETF major shareholders have been selling company stock?: Of the 594 institutional investors that sold iShares MSCI EAFE Growth ETF stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Envestnet Asset Management Inc. ($18.50M), CFS Investment Advisory Services LLC ($12.47M), JPMorgan Chase & Co. ($2.41M), LPL Financial LLC ($1.40M), Osaic Holdings Inc. ($1.23M), Morgan Stanley ($1.14M), and Envestnet Portfolio Solutions Inc. ($1.01M).
How much institutional selling is happening at iShares MSCI EAFE Growth ETF?: Institutional investors have sold a total of 59,912,199 shares in the last 24 months. This volume of shares sold represents approximately $5.27B in transactions.