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iShares MSCI EAFE Growth ETF (EFG) Institutional Ownership

iShares MSCI EAFE Growth ETF logo
$126.75 -0.40 (-0.31%)
As of 08/14/2026 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)
547
Total
Institutional Inflows
(last 12 months)
$1.75B
Number of
Institutional Sellers
(last 12 months)
492
Total
Institutional Outflows
(last 12 months)
$4.03B
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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
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%
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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%
6/24/2026Redwood Investment Management LLC3,533$393K0.0%+5.2%0.003%
6/18/2026Western Wealth Management LLC8,669$965K0.0%+147.3%0.007%
6/10/2026 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%
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%
6/1/2026Concorde Asset Management LLC27,590$3.07M1.5%+6.2%0.023%
6/1/2026Keel Point LLC17,522$1.95M0.1%+0.9%0.015%
5/28/2026 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%
5/22/2026Wellington Grp LLC332$37K0.0%+125.9%0.000%
5/22/2026 Verus Capital Partners LLC14,911$1.66M0.1%+23.7%0.013%
5/20/2026 Arete 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%
5/19/2026 Cornerstone 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%
5/19/2026 Ashton Thomas Securities LLC1,100$123K0.0%N/A0.001%
5/19/2026 Arkadios Wealth Advisors23,562$2.62M0.0%+72.8%0.020%
5/19/2026 Arete Wealth Advisors LLC60,907$6.79M0.5%-0.9%0.052%
5/18/2026 EverSource Wealth Advisors LLC7,663$854K0.0%+89.7%0.007%
5/18/2026Royal Bank of Canada632,689$70.46M0.0%+44.5%0.538%
5/16/2026 Quantinno Capital Management LP37,913$4.22M0.0%+27.7%0.032%
5/15/2026 Gateway 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%
5/15/2026 Wealth Alliance LLC101,151$11.27M1.1%+1,001.6%0.086%
5/14/2026 Sentinel Advisory Group LLC5,590$623K0.3%N/A0.005%
5/14/2026 Renaissance Technologies LLC5,700$635K0.0%-75.6%0.005%
5/14/2026 Compound 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%
5/14/2026 Keebeck Wealth Management91,069$10.14M1.1%+50.2%0.077%
5/14/2026 Lido Advisors LLC211,427$23.55M0.1%+0.6%0.180%
5/13/2026 Cetera Investment Advisers2,208,206$245.93M0.3%+125.2%1.878%
5/13/2026 Wealthspire Retirement LLC36,306$4.04M0.2%+16.0%0.031%
5/13/2026 Signature Equity Partners LLC237$26K0.0%+1,147.4%0.000%
5/13/2026 NewEdge Wealth LLC54,927$6.12M0.1%+14.7%0.047%
5/8/2026 PNC Financial Services Group Inc.1,241,869$138.31M0.1%+0.2%1.056%
5/8/2026 HORAN Wealth LLC8,171$931K0.1%N/A0.007%
5/8/2026 Cassaday & Co Wealth Management LLC194,191$21.63M0.5%-1.9%0.165%
5/8/2026 JMG Financial Group Ltd.2,411$269K0.0%-29.6%0.002%
5/8/2026 Johnson Financial Group Inc.29,212$3.25M0.1%-44.9%0.025%
5/7/2026 Meeder Advisory Services Inc.94,053$10.48M0.4%+14.2%0.080%
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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%
5/7/2026 Balefire LLC2,810$313K0.1%N/A0.002%
5/7/2026 Parallel Advisors LLC9,921$1.11M0.0%+22.9%0.008%
5/7/2026 Ironwood Investment Counsel LLC15,027$1.67M0.2%+1.2%0.013%
5/7/2026 Koss Olinger Consulting LLC69,242$7.71M0.6%-80.8%0.059%
5/7/2026 Regimen 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%
5/7/2026 Paces Ferry Wealth Advisors LLC13,705$1.53M0.6%-0.9%0.012%


EFG Institutional Ownership - Frequently Asked Questions

During the previous two years, 1,118 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 967 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), 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 15,532,811 shares in the last 24 months. This purchase volume represents approximately $1.75B in transactions.

Of the 486 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 Thrivent Financial for Lutherans ($572.56K).

Institutional investors have sold a total of 35,412,528 shares in the last 24 months. This volume of shares sold represents approximately $4.03B 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 8/12/2026. New 13F filings are added each quarter as they're published.
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