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iShares MSCI EAFE Growth ETF (EFG) Institutional Ownership

iShares MSCI EAFE Growth ETF logo
$118.47 -1.06 (-0.89%)
Closing price 04:10 PM Eastern
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$118.45 -0.02 (-0.02%)
As of 07:30 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)
565
Total
Institutional Inflows
(last 12 months)
$2.02B
Number of
Institutional Sellers
(last 12 months)
488
Total
Institutional Outflows
(last 12 months)
$3.94B
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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
10/14/2026Tempus Wealth Planning LLC2,955$354K0.1%-6.3%0.003%
10/14/2026RCS Financial Planning LLC6,268$751K0.4%-10.8%0.005%
10/14/2026Firethorn Wealth Partners LLC16,963$2.03M0.6%-2.2%0.014%
10/14/2026Thurston Springer Miller Herd & Titak Inc.798$96K0.2%N/A0.001%
10/14/2026Focus Financial Network Inc.16,177$1.94M0.1%-31.8%0.014%
10/14/2026Stone Summit Wealth LLC25,589$3.07M0.8%+15.3%0.022%
10/14/2026XY Planning Network Inc.3,502$420K0.0%+8.6%0.003%
10/14/2026Forte Asset Management LLC52,417$6.28M2.5%+1.3%0.045%
10/14/2026Signal Advisors Wealth LLC10,878$1.30M0.1%+1.9%0.009%
10/14/2026Ifrah Financial Services Inc.23,905$2.87M0.7%N/A0.020%
10/14/2026B. Riley Wealth Advisors Inc.49,613$5.95M0.2%N/A0.042%
10/14/2026Krilogy Financial LLC5,548$664K0.0%+46.3%0.005%
10/14/2026Affinity Capital Advisors LLC231,449$27.84M3.3%+30.7%0.197%
10/13/2026Mechanics Bank Trust Department9,754$1.17M0.2%N/A0.008%
10/13/2026Lineweaver Wealth Advisors LLC89,326$10.70M1.2%+2.0%0.076%
10/13/2026Forvis Mazars Wealth Advisors LLC2,431$291K0.0%N/A0.002%
10/13/2026First Financial Corp IN1,936$232K0.1%N/A0.002%
10/13/2026Sax Wealth Advisors LLC9,314$1.12M0.0%-18.3%0.008%
10/13/2026Fragasso Financial Advisors Inc7,146$860K0.0%N/A0.006%
10/13/2026Avior Wealth Management LLC102,123$12.24M0.3%N/A0.087%
10/10/2026RTD Financial Advisors Inc.179,564$21.52M2.4%-1.5%0.153%
10/9/2026Balefire LLC19,638$2.35M0.4%+77.0%0.017%
10/9/2026Aventus Investment Advisors Inc.97,577$11.69M8.6%+0.7%0.083%
10/9/2026McNaughton Wealth Management LLC46,225$5.54M1.9%+18.8%0.039%
10/9/2026Breakwater Capital Group43,543$5.22M0.6%+5.0%0.037%
10/9/2026MKD Wealth Coaches LLC17,279$2.07M1.7%N/A0.015%
10/9/2026Market Street Wealth Management Advisors LLC17,682$2.12M0.3%-8.1%0.015%
10/9/2026Diversified Management Inc.41,319$4.95M0.9%N/A0.035%
10/9/2026First Heartland Consultants Inc.10,660$1.28M0.1%N/A0.009%
10/8/2026Farther Finance Advisors LLC140,173$16.80M0.1%-14.3%0.119%
10/8/2026CoreCap Advisors LLC42,967$5.15M0.1%-11.6%0.037%
10/8/2026Apeiron RIA LLC32,110$3.83M0.9%+5.4%0.027%
10/8/2026Apella Capital LLC8,871$1.06M0.0%N/A0.008%
10/8/2026Avidian Wealth Enterprises LLC11,020$1.32M0.0%N/A0.009%
10/8/2026Valeo Financial Advisors LLC13,779$1.65M0.0%-0.9%0.012%
10/8/2026Veracity Capital LLC1,708$205K0.1%-15.1%0.001%
10/7/2026Dominguez Wealth Management Solutions Inc.41,501$4.97M2.7%+2.5%0.035%
10/7/2026KFA Private Wealth Group LLC2,766$331K0.1%+8.6%0.002%
10/7/2026Retirement Wealth Solutions LLC27,725$3.32M1.7%-13.4%0.024%
10/7/2026Cooper Financial Group3,680$441K0.0%-2.7%0.003%
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10/7/2026SigFig Wealth Management LLC49,023$5.87M0.1%+0.5%0.042%
10/7/2026American National Bank & Trust2,118$254K0.0%N/A0.002%
10/7/2026Asempa Wealth Advisors7,699$918K0.7%-5.8%0.007%
10/7/2026Waller Financial Planning Group Inc.233,873$28.03M5.7%+6.3%0.199%
10/6/2026Bangor Savings Bank227$27K0.0%N/A0.000%
10/5/2026Baker Tilly Wealth Management LLC6,606$792K0.2%+65.2%0.006%
10/5/2026Eastern Bank4,002$480K0.0%N/A0.003%
10/5/2026Rockland Trust Co.6,619$793K0.0%N/A0.006%
10/5/2026MassMutual Private Wealth & Trust FSB4,213$505K0.0%N/A0.004%
10/2/2026 First Citizens Financial Corp9,667$1.16M0.5%-1.6%0.008%
10/2/2026 Global Wealth Strategies & Associates2,816$337K0.1%+23.5%0.002%
10/1/2026 Doliver Advisors LP3,566$427K0.1%N/A0.003%
10/1/2026 Montecito Bank & Trust5,156$618K0.1%N/A0.004%
10/1/2026 Coastline Trust Co282$34K0.0%N/A0.000%
9/23/2026QRG Capital Management Inc.5,690$708K0.0%+24.8%0.005%
9/23/2026Envestnet Portfolio Solutions Inc.1,892,107$235.42M1.0%+2.8%1.609%
9/23/2026Envestnet Asset Management Inc.23,610,616$2.94B0.4%+5.4%20.077%
9/9/2026Sequoia Financial Advisors LLC16,698$2.08M0.0%+7.2%0.014%
9/9/2026Van Hulzen Asset Management LLC26,408$3.29M0.2%+10.9%0.022%
9/9/2026MCF Advisors LLC868$108K0.0%N/A0.001%
9/9/2026Capital Analysts LLC65,297$8.12M0.2%+35.6%0.056%
9/9/2026Summit Financial Strategies Inc.2,976$370K0.0%+4.9%0.003%
9/9/2026NorthRock Partners LLC97,203$12.09M0.2%-37.5%0.083%
9/9/2026Integrated Wealth Concepts LLC300,668$37.41M0.2%+58.9%0.256%
9/9/2026RFG Advisory LLC22,328$2.78M0.0%-25.7%0.019%
9/9/2026NewEdge Advisors LLC1,081,097$134.51M0.4%+63.2%0.919%
9/9/2026Pointe Capital Management LLC8,026$999K0.4%+17.2%0.007%
9/9/2026IFP Advisors Inc159,304$19.82M0.4%+43.2%0.135%
9/9/2026Baird Financial Group Inc.176,017$21.90M0.0%-2.5%0.150%
9/9/2026Centerline Wealth Advisors LLC2,073$258K0.1%-5.2%0.002%
9/9/2026XY Planning Network Inc.3,224$401K0.1%+17.7%0.003%
9/8/2026Allworth Financial LP3,348$417K0.0%+16.0%0.003%
9/8/2026Waverly Advisors LLC133,691$16.63M0.1%+6.7%0.114%
9/4/2026Parkside Financial Bank & Trust41,437$5.16M0.3%+8.4%0.035%
9/2/2026MLG Wealth Management DBA Pine Grove Financial Group114,770$14.29M1.4%+8.0%0.098%
8/28/2026Cornerstone Financial Management LLC23,001$2.86M2.3%+5.2%0.020%
8/27/2026Corient Private Wealth LP116,161$14.45M0.0%-62.5%0.099%
8/26/2026HORAN Wealth LLC10,015$1.25M0.2%+22.6%0.009%
8/25/2026Advus Financial Partners LLC24,469$3.04M0.7%+6.5%0.021%
8/23/2026Hyundai Investments Co. Ltd.4,624$570K0.6%+158.9%0.004%
8/23/2026Ameritas Advisory Services LLC6,860$854K0.0%+174.4%0.006%
8/23/2026Wedmont Private Capital2,782$341K0.0%-3.0%0.002%
8/23/2026Kintra Wealth LLC6,757$859K0.0%+17.7%0.006%
8/23/2026Endeavor Private Wealth Inc.42,403$5.28M1.3%+8.2%0.036%
8/23/2026POM Investment Strategies LLC1,893$236K0.3%+117.8%0.002%
8/23/2026Beaird Harris Wealth Management LLC495$62K0.0%N/A0.000%
8/23/2026HB Wealth Management LLC12,959$1.61M0.0%+7.0%0.011%
8/23/2026 Global Wealth Strategies & Associates2,281$284K0.1%-6.8%0.002%
8/23/2026Hutchens & Kramer Investment Management Group LLC8,905$1.11M0.3%-3.7%0.008%
8/23/2026Unique Wealth LLC7,581$943K0.1%+4.5%0.006%
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8/22/2026Advisory Solutions Group LLC16,329$2.03M0.7%N/A0.014%
8/22/2026Compass Financial Management LLC403$50K0.0%N/A0.000%
8/22/2026NBH Bank1,755$218K0.1%N/A0.001%
8/22/2026Maloon Powers Pitre Higgins & Dennehy LLC4,251$529K0.2%N/A0.004%
8/22/2026Montgomery Financial Services LLC49,158$6.12M5.3%N/A0.042%
8/22/2026Highland Investment Advisors LLC479$60K0.0%N/A0.000%
8/22/2026Cassilly Financial Group LLC1,637$204K0.1%N/A0.001%
8/22/2026Blalock Williams LLC20,644$2.57M1.7%+9.8%0.018%
8/22/2026Aventus Investment Advisors Inc.96,865$12.05M8.8%-17.6%0.082%
8/22/2026Shum Financial Group Inc.27,393$3.41M1.9%+14.6%0.023%


EFG Institutional Ownership - Frequently Asked Questions

During the previous two years, 1,119 institutional investors and hedge funds held shares of iShares MSCI EAFE Growth ETF. The most heavily invested institutionals were Envestnet Asset Management Inc. ($2.94B), Bank of America Corp DE ($524.39M), Jones Financial Companies Lllp ($427.37M), Morgan Stanley ($297.31M), JPMorgan Chase & Co. ($254.12M), Cetera Investment Advisers ($245.93M), and LPL Financial LLC ($245.69M).Learn more on iShares MSCI EAFE Growth ETF's institutional investors.

Of the 979 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. ($6.69M), Jane Street Group LLC ($3.02M), LPL Financial LLC ($2.87M), Flow Traders U.S. LLC ($2.65M), Bank of America Corp DE ($1.97M), Cetera Investment Advisers ($1.58M), and Bank of New York Mellon Corp ($1.36M).

Institutional investors have bought a total of 17,668,857 shares in the last 24 months. This purchase volume represents approximately $2.02B in transactions.

Of the 485 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 M&T Bank Corp ($566.60K).

Institutional investors have sold a total of 34,570,786 shares in the last 24 months. This volume of shares sold represents approximately $3.94B in transactions.


Related Companies

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 10/14/2026. New 13F filings are added each quarter as they're published.
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