S&P 500   5,022.21
DOW   37,753.31
QQQ   425.84
ASML Fires Warning Shot For Tech Investors
Checking in with 5 Bitcoin Stocks Ahead of Bitcoin's Halving
Closing prices for crude oil, gold and other commodities
Lululemon’s P/E Is Back to 2017 Levels: Should You Buy the Dip?
Stock market today: Wall Street dips to send S&P 500 to its longest losing streak since January
Abbott Laboratories Outlook is Healthy: Buy the Dip
Prologis Stock Leading U.S. Logistics Boom
S&P 500   5,022.21
DOW   37,753.31
QQQ   425.84
ASML Fires Warning Shot For Tech Investors
Checking in with 5 Bitcoin Stocks Ahead of Bitcoin's Halving
Closing prices for crude oil, gold and other commodities
Lululemon’s P/E Is Back to 2017 Levels: Should You Buy the Dip?
Stock market today: Wall Street dips to send S&P 500 to its longest losing streak since January
Abbott Laboratories Outlook is Healthy: Buy the Dip
Prologis Stock Leading U.S. Logistics Boom
S&P 500   5,022.21
DOW   37,753.31
QQQ   425.84
ASML Fires Warning Shot For Tech Investors
Checking in with 5 Bitcoin Stocks Ahead of Bitcoin's Halving
Closing prices for crude oil, gold and other commodities
Lululemon’s P/E Is Back to 2017 Levels: Should You Buy the Dip?
Stock market today: Wall Street dips to send S&P 500 to its longest losing streak since January
Abbott Laboratories Outlook is Healthy: Buy the Dip
Prologis Stock Leading U.S. Logistics Boom
S&P 500   5,022.21
DOW   37,753.31
QQQ   425.84
ASML Fires Warning Shot For Tech Investors
Checking in with 5 Bitcoin Stocks Ahead of Bitcoin's Halving
Closing prices for crude oil, gold and other commodities
Lululemon’s P/E Is Back to 2017 Levels: Should You Buy the Dip?
Stock market today: Wall Street dips to send S&P 500 to its longest losing streak since January
Abbott Laboratories Outlook is Healthy: Buy the Dip
Prologis Stock Leading U.S. Logistics Boom

iShares MSCI EAFE Growth ETF (EFG) Institutional Ownership

$98.12
-0.24 (-0.24%)
(As of 04/17/2024 ET)

Institutional Ownership Changes (13F Filings) for iShares MSCI EAFE Growth ETF (BATS:EFG)

Number of
Institutional Buyers
(last 12 months)
636
Total
Institutional Inflows
(last 12 months)
$4.28B
Number of
Institutional Sellers
(last 12 months)
466
Total
Institutional Outflows
(last 12 months)
$3.41B
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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

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
4/16/2024Moisand Fitzgerald Tamayo LLC1,060$110K0.0%-12.3%0.001%
4/16/2024Norris Perne & French LLP MI39,870$4.14M0.3%-0.8%0.030%
4/16/2024Kathmere Capital Management LLC57,113$5.93M0.7%-1.0%0.043%
4/16/2024Firethorn Wealth Partners LLC35,917$3.73M2.2%+6.2%0.027%
4/16/2024Capital Asset Advisory Services LLC3,199$326K0.0%-9.9%0.002%
4/16/2024Courier Capital LLC43,638$4.53M0.3%+8.0%0.033%
4/16/2024Cypress Wealth Services LLC87,830$9.12M2.1%+1.4%0.066%
4/16/2024Dohj LLC18,397$1.91M0.5%-20.5%0.014%
4/16/2024Harbor Group Inc.41,957$4.36M1.1%-1.9%0.031%
4/16/2024Wealth Enhancement Advisory Services LLC155,313$16.12M0.0%-2.7%0.116%
4/16/2024Mosley Wealth Management29,825$3.10M2.9%+1.7%0.022%
4/16/2024Advocacy Wealth Management Services LLC123,548$12.82M1.1%-42.7%0.092%
4/15/2024Janiczek Wealth Management LLC382$40K0.0%N/A0.000%
4/15/2024Wealthcare Advisory Partners LLC7,490$777K0.0%-13.2%0.006%
4/15/2024Affiance Financial LLC34,192$3.55M1.0%-12.9%0.026%
4/15/2024DGS Capital Management LLC7,414$769K0.2%N/A0.006%
4/15/2024Revolve Wealth Partners LLC46,474$4.82M0.8%-16.7%0.035%
4/15/2024Sovereign Financial Group Inc.8,742$907K0.2%+7.1%0.007%
4/15/2024Brookstone Capital Management61,557$6.39M0.1%-25.7%0.046%
4/15/2024Ehrlich Financial Group22,983$2.39M2.0%+12.8%0.017%
4/15/2024Flagstar Advisors Inc.2,923$303K0.1%+5.0%0.002%
4/15/2024Kingswood Wealth Advisors LLC8,144$845K0.1%-12.3%0.006%
4/15/2024Disciplined Investments LLC29,755$3.09M1.7%+1.9%0.022%
4/15/2024Sound Income Strategies LLC5,532$574K0.0%+37.8%0.004%
4/13/2024 Hoxton Planning & Management LLC41,161$4.27M2.0%+3.2%0.031%
4/13/2024 Affinity Capital Advisors LLC129,564$13.45M3.0%+19.2%0.097%
4/13/2024 Evanson Asset Management LLC3,428$356K0.0%-5.0%0.003%
4/12/2024 Fermata Advisors LLC4,206$437K0.1%+47.8%0.003%
4/12/2024 West Coast Financial LLC2,050$213K0.0%N/A0.002%
4/12/2024 Mechanics Bank Trust Department17,209$1.79M0.3%-3.4%0.013%
4/12/2024 Riverview Trust Co248$26K0.0%N/A0.000%
4/12/2024 Axiom Advisory LLC77,447$8.04M5.9%+2.7%0.058%
4/12/2024 Keystone Wealth Services LLC12,544$1.30M0.4%+96.0%0.009%
4/12/2024 Austin Private Wealth LLC322,329$33.09M3.8%+9.7%0.241%
4/12/2024 CGN Advisors LLC3,044$316K0.0%+18.4%0.002%
4/12/2024 Doliver Advisors LP4,198$436K0.1%-8.0%0.003%
4/12/2024 Harbor Investment Advisory LLC389$40K0.0%+44.6%0.000%
4/12/2024 Financial Synergies Wealth Advisors Inc.409,522$42.50M5.6%+4.8%0.306%
4/12/2024Lane & Associates LLC46,722$4.85M3.1%+10.0%0.035%
4/11/2024 Market Street Wealth Management Advisors LLC25,587$2.66M0.5%-14.4%0.019%
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4/11/2024 Security Financial Services INC.26,013$2.70M0.6%-6.7%0.019%
4/11/2024 Cooper Financial Group8,088$839K0.1%-5.3%0.006%
4/11/2024 International Assets Investment Management LLC4,631$479K0.0%-30.2%0.003%
4/11/2024 &PARTNERS4,069$422K0.1%N/A0.003%
4/11/2024 Rockland Trust Co.5,158$535K0.0%-14.9%0.004%
4/11/2024 ONE Advisory Partners LLC81,505$8.46M4.2%-6.9%0.061%
4/11/2024 RFG Advisory LLC99,186$10.30M0.4%-0.5%0.074%
4/11/2024 Cornerstone Wealth Advisors Inc.7,185$746K0.2%+3.4%0.005%
4/11/2024 BTC Capital Management Inc.11,025$1.14M0.1%N/A0.008%
4/10/2024 Fragasso Group Inc.21,672$2.25M0.2%-8.1%0.016%
4/10/2024 Park Avenue Securities LLC1,696,229$176.05M2.3%+7.0%1.266%
4/10/2024 SOA Wealth Advisors LLC.42,195$4.38M0.9%+0.9%0.031%
4/10/2024 Legacy Financial Group LLC40,650$4.22M0.9%+1,854.3%0.030%
4/10/2024 KMG Fiduciary Partners LLC72,574$7.53M0.8%+4.5%0.054%
4/10/2024 Lantz Financial LLC24,635$2.56M0.8%+5.7%0.018%
4/10/2024 Signal Advisors Wealth LLC31,784$3.30M0.8%+33.6%0.024%
4/10/2024 Clearview Wealth Advisors LLC16,776$1.74M1.8%+162.6%0.013%
4/9/2024 Montecito Bank & Trust5,486$569K0.1%+40.5%0.004%
4/9/2024 Collective Family Office LLC8,505$883K0.3%-8.1%0.006%
4/9/2024 Massmutual Trust Co. FSB ADV4,521$469K0.0%-2.8%0.003%
4/9/2024 Mather Group LLC.17,467$1.69M0.0%+1.4%0.013%
4/5/2024 NBC Securities Inc.24,268$2.52M0.2%+6.8%0.018%
4/3/2024 Dentgroup LLC5,929$615K0.5%+12.8%0.004%
4/2/2024 Waller Financial Planning Group Inc.48,659$5.05M1.3%-17.2%0.036%
4/1/2024 Global Wealth Strategies & Associates3,473$360K0.1%-9.8%0.003%
3/26/2024Napatree Capital LLC20,056$1.94M1.9%N/A0.015%
3/21/2024Grayhawk Investment Strategies Inc.57,900$5.61M2.9%-9.4%0.043%
3/19/2024Financial Life Advisors95,803$9.28M4.0%-28.3%0.071%
3/15/2024B. Riley Wealth Advisors Inc.178,518$17.29M0.5%-39.7%0.133%
3/13/2024MONECO Advisors LLC9,436$914K0.2%+65.3%0.007%
3/8/2024ICA Group Wealth Management LLC1,791$173K0.0%-34.8%0.001%
3/6/2024SageView Advisory Group LLC4,891$477K0.0%-41.6%0.004%
3/5/2024Fisher Asset Management LLC5,090$493K0.0%-22.6%0.004%
3/5/2024True Vision MN LLC28,992$2.81M2.3%N/A0.022%
3/5/2024Greenwood Capital Associates LLC20,248$1.96M0.3%N/A0.015%
3/1/2024ARK & TLK Investments LLC18,039$1.75M0.6%N/A0.013%
3/1/2024Goldman Sachs Group Inc.330,104$31.97M0.0%-15.0%0.246%
3/1/2024Pineridge Advisors LLC1,875$182K0.1%N/A0.001%
2/29/2024Scarborough Advisors LLC35,585$3.45M0.7%-41.7%0.027%
2/28/2024Forthright Family Wealth Advisory LLC41,542$4.02M3.2%N/A0.031%
2/28/2024EP Wealth Advisors LLC19,267$1.87M0.0%+19.5%0.014%
2/26/2024Centaurus Financial Inc.12,542$1.22M0.1%-1.5%0.009%
2/26/2024Integrated Advisors Network LLC4,478$434K0.0%-2.6%0.003%
2/21/2024Raleigh Capital Management Inc.7,332$710K0.3%-54.1%0.005%
2/21/2024American Trust5,817$563K0.0%+13.2%0.004%
2/20/2024Able Wealth Management LLC7,450$722K0.7%N/A0.006%
2/20/2024Covenant Partners LLC275,340$26.67M8.4%+2.9%0.205%
2/17/2024Madison Wealth Partners Inc2,759$267K0.1%+4.3%0.002%
2/16/2024SageView Advisory Group LLC4,891$477K0.0%-41.6%0.004%
2/16/2024Harbour Investments Inc.29,003$2.81M0.1%-35.7%0.022%
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2/16/2024Wealthquest Corp47,932$4.64M0.5%+3.4%0.036%
2/15/2024Mercer Global Advisors Inc. ADV178,494$17.29M0.1%-3.6%0.133%
2/15/2024High Falls Advisors Inc127,126$12.31M3.3%-33.6%0.095%
2/15/2024Townsquare Capital LLC48,843$4.73M0.1%-17.6%0.036%
2/15/2024Swmg LLC45,923$4.45M2.1%-38.1%0.034%
2/15/2024Baker Avenue Asset Management LP401,224$38.86M1.6%+4.0%0.299%
2/15/2024Moneta Group Investment Advisors LLC120,902$11.71M0.2%-0.6%0.090%
2/15/2024Mill Creek Capital Advisors LLC121,060$11.73M0.3%-1.3%0.090%
2/15/2024Nwam LLC9,344$905K0.1%-31.1%0.007%
2/15/2024Harding Loevner LP50,855$4.93M0.0%+476.3%0.038%
(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, 937 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), Bank of America Corp DE ($426.06M), BlackRock Inc. ($416.66M), and Morgan Stanley ($384.46M).Learn more on EFG's institutional investors.

Which institutional investors have been buying iShares MSCI EAFE Growth ETF stock?

Of the 835 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: Moneta Group Investment Advisors LLC ($128.21M), Envestnet Asset Management Inc. ($19.77M), CFS Investment Advisory Services LLC ($12.69M), JPMorgan Chase & Co. ($6.50M), Envestnet Portfolio Solutions Inc. ($3.17M), BlackRock Inc. ($2.81M), and LPL Financial LLC ($2.62M).

How much institutional buying is happening at iShares MSCI EAFE Growth ETF?

Institutional investors have bought a total of 223,704,850 shares in the last 24 months. This purchase volume represents approximately $19.17B in transactions.

Which iShares MSCI EAFE Growth ETF major shareholders have been selling company stock?

Of the 640 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. ($27.41M), CFS Investment Advisory Services LLC ($12.47M), JPMorgan Chase & Co. ($2.41M), BlackRock Inc. ($2.17M), Park Avenue Securities LLC ($1.80M), Jane Street Group LLC ($1.60M), and Janney Montgomery Scott LLC ($1.52M).

How much institutional selling is happening at iShares MSCI EAFE Growth ETF?

Institutional investors have sold a total of 81,572,582 shares in the last 24 months. This volume of shares sold represents approximately $7.30B in transactions.


This page (BATS:EFG) was last updated on 4/17/2024 by MarketBeat.com Staff

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