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iShares MSCI EAFE Growth ETF (EFG) Institutional Ownership

iShares MSCI EAFE Growth ETF logo
$119.18 +0.07 (+0.06%)
As of 07/24/2026 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)
623
Total
Institutional Inflows
(last 12 months)
$2.02B
Number of
Institutional Sellers
(last 12 months)
541
Total
Institutional Outflows
(last 12 months)
$4.20B
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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
7/10/2026 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%
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7/1/2026 Global 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%
6/3/2026 Wealthquest 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%
5/27/2026 Security 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%
5/20/2026 SOA 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%
5/14/2026 Sentinel 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%
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%
5/7/2026 Wells Financial Advisors INC295$33K0.2%-73.5%0.000%
5/7/2026 Scarborough Advisors LLC6,342$706K0.1%N/A0.005%
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5/7/2026 Balefire 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%
5/7/2026 Vision Retirement LLC4,214$469K0.1%-36.3%0.004%
5/7/2026 World Equity Group Inc.5,334$594K0.2%N/A0.005%
5/7/2026Paces 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%


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 991 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 ($2.07M), Bank of America Corp DE ($1.97M), and Sanctuary Advisors LLC ($1.79M).

Institutional investors have bought a total of 17,887,240 shares in the last 24 months. This purchase volume represents approximately $2.02B in transactions.

Of the 537 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. ($1.39M), Park Avenue Securities LLC ($1.37M), CWM LLC ($1.35M), Jones Financial Companies Lllp ($862.12K), and Bank of America Corp DE ($631.00K).

Institutional investors have sold a total of 36,941,268 shares in the last 24 months. This volume of shares sold represents approximately $4.20B in transactions.


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This page (BATS:EFG) was last updated on 7/25/2026 by MarketBeat.com Staff.
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