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BATS:EFG

iShares MSCI EAFE Growth ETF - EFG Institutional Ownership

$90.12
-0.11 (-0.12%)
(As of 03/22/2023 04:00 PM ET)
Add
Compare
Today's Range
$90.04
$91.71
50-Day Range
$86.80
$92.93
52-Week Range
$67.58
$85.81
Volume
1.21 million shs
Average Volume
N/A
Market Capitalization
$11.10 billion
Assets Under Management
$12.18 billion
Dividend Yield
1.42%
Net Expense Ratio
0.36%

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

Number of
Institutional Buyers
(last 12 months)
573
Total
Institutional Inflows
(last 12 months)
$14.83 B
Number of
Institutional Sellers
(last 12 months)
473
Total
Institutional Outflows
(last 12 months)
$3.89 B
Skip Chart & View Institutional Buying and Selling Data

EFG Institutional Buying and Selling by Quarter

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iShares MSCI EAFE Growth ETF Major Shareholders & Ownership History

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
3/15/2023Milestone Investment Advisors LLC10,379$0.87M0.3%N/A0.008%
3/15/2023B. Riley Wealth Advisors Inc.253,140$21.20M0.5%-3.5%0.205%
3/10/2023Mather Group LLC.4,921$0.41M0.0%-9.0%0.004%
3/8/2023Capital Asset Advisory Services LLC5,717$0.48M0.0%+2,758.5%0.005%
3/8/2023Sheets Smith Wealth Management5,928$0.50M0.1%-29.2%0.005%
3/6/2023Rockefeller Capital Management L.P.22,074$1.85M0.0%+11.5%0.018%
3/6/2023OLD Mission Capital LLC53,458$4.48M0.1%-78.5%0.043%
3/2/2023Oliver Lagore Vanvalin Investment Group4,210$0.35M0.2%-42.4%0.000%
3/1/2023Regal Investment Advisors LLC50,125$4.20M0.4%+11.3%0.000%
2/28/2023Orin Green Financial LLC2,560$0.21M0.1%N/A0.000%
2/24/2023RiverFront Investment Group LLC2,578$0.22M0.0%-79.6%0.000%
2/23/2023Centurion Wealth Management LLC30,409$2.55M1.4%N/A0.000%
2/23/2023Callan Family Office LLC42,113$3.53M1.1%N/A0.000%
2/22/2023Kovack Advisors Inc.4,035$0.34M0.0%-24.6%0.000%
2/22/2023CVA Family Office LLC829$69K0.0%-78.6%0.000%
2/21/2023Northwestern Mutual Wealth Management Co.598,943$50.17M0.1%+25.4%0.000%
2/21/2023B. Riley Wealth Advisors Inc.253,292$21.22M0.5%-3.5%0.000%
2/21/2023Foundation Wealth Management LLC40,636$3.40M3.5%N/A0.000%
2/17/2023Truist Financial Corp437,357$36.63M0.1%+12.5%0.000%
2/17/2023Covenant Partners LLC256,629$21.50M8.6%+31.5%0.000%
2/17/2023Ascent Group LLC19,025$1.59M0.2%+6.4%0.000%
2/16/2023GHP Investment Advisors Inc.30,970$2.59M0.2%-28.9%0.000%
2/16/2023WealthPLAN Partners LLC22,453$2.06M0.1%N/A0.000%
2/16/2023Axxcess Wealth Management LLC3,149$0.26M0.0%N/A0.000%
2/16/2023American Trust4,996$0.32M0.0%+3.1%0.000%
2/16/2023Moneta Group Investment Advisors LLC1,582$10.75M0.3%-98.8%0.000%
2/16/2023CreativeOne Wealth LLC270,171$22.63M1.2%+1.3%0.000%
2/16/2023Financial Advocates Investment Management16,639$1.39M0.1%-7.9%0.000%
2/16/2023RFG Advisory LLC126,418$11.67M0.6%+23.2%0.000%
2/16/2023Resurgent Financial Advisors LLC2,390$0.20M0.1%N/A0.000%
2/16/2023United Capital Financial Advisers LLC32,917$2.76M0.0%-36.0%0.000%
2/16/2023Harbour Investments Inc.33,306$2.79M0.2%+19.4%0.000%
2/16/2023One Capital Management LLC33,541$2.81M0.1%-4.3%0.000%
2/16/2023CoreFirst Bank & Trust839$70K0.1%+842.7%0.000%
2/16/2023Beacon Financial Planning Inc.2,515$0.21M0.2%N/A0.000%
2/16/2023Gateway Wealth Partners LLC15,249$1.28M0.2%N/A0.000%
2/15/2023RiverFront Investment Group LLC2,578$0.22M0.0%-79.6%0.000%
2/15/2023Steward Partners Investment Advisory LLC90,008$7.54M0.1%-2.5%0.000%
2/15/2023CI Private Wealth LLC418,942$35.09M0.1%N/A0.000%
2/15/2023Green Square Capital Advisors LLC3,495$0.29M0.0%-46.1%0.000%
2/15/2023WealthPlan Investment Management LLC22,453$2.06M0.1%+11.4%0.000%
2/15/2023Moneta Group Investment Advisors LLC128,318,231$10.75B0.3%+98,322.4%0.000%
2/15/2023Sentinus LLC60,503$5.06M3.0%+7.1%0.000%
2/15/2023Simplicity Wealth LLC64,645$5.42M4.8%+1,627.6%0.000%
2/15/2023Apollon Wealth Management LLC32,144$2.69M0.2%+95.8%0.000%
2/15/2023MBM Wealth Consultants LLC444$37K0.0%N/A0.000%
2/15/2023Captrust Financial Advisors130,563$10.94M0.1%+50.6%0.000%
2/15/2023IHT Wealth Management LLC8,389$0.70M0.0%-33.0%0.000%
2/15/2023Jane Street Group LLC726,894$60.89M0.0%-55.0%0.000%
2/15/2023Cahill Financial Advisors Inc.72,561$6.08M1.2%+11.6%0.000%
2/15/2023Cerity Partners LLC25,186$2.11M0.0%+85.3%0.000%
2/15/2023Staley Capital Advisers Inc.140,903$11.80M0.7%-1.7%0.000%
2/15/2023Swmg LLC62,051$5.20M3.1%-10.0%0.000%
2/15/2023SeaCrest Wealth Management LLC3,162$0.27M0.0%N/A0.000%
2/15/2023Sovereign Financial Group Inc.12,840$1.08M0.4%+55.6%0.000%
2/15/2023Stokes Family Office LLC9,784$0.82M0.1%+14.6%0.000%
2/15/2023Lombard Odier Asset Management Switzerland SA3,000$0.25M0.0%-97.0%0.000%
2/15/2023Money Concepts Capital Corp1,533$0.13M0.0%+59.0%0.000%
2/15/2023Morgan Stanley4,449,655$372.70M0.0%-5.8%0.000%
2/15/2023Mariner LLC286,201$23.97M0.1%+20.8%0.000%
2/15/2023Meridian Wealth Management LLC10,174$0.85M0.1%-2.9%0.000%
2/15/2023ERn Financial LLC2,462$0.21M0.0%N/A0.000%
2/15/2023Equitable Holdings Inc.90,578$7.59M0.1%+18.4%0.000%
2/15/2023Flow Traders U.S. LLC302,120$25.31M1.3%N/A0.000%
2/15/2023FinTrust Capital Advisors LLC6,069$0.51M0.1%-29.4%0.000%
2/15/2023Financial Partners Group Inc3,643$0.33M0.1%-49.9%0.000%
2/15/2023Fortis Capital Advisors LLC2,331$0.20M0.1%N/A0.000%
2/15/2023Ancora Advisors LLC8,877$0.74M0.0%+2.6%0.000%
2/15/2023Aspire Private Capital LLC8,933$748.27B0.3%-20.5%0.000%
2/15/2023Axxcess Wealth Management LLC3,149$0.26M0.0%N/A0.000%
2/15/2023ICA Group Wealth Management LLC4,324$0.36M0.1%-5.0%0.000%
2/14/2023Oxford Financial Group Ltd.8,592$0.72M0.1%+6.5%0.000%
2/14/2023Advisor Partners II LLC2,890$0.24M0.0%N/A0.000%
2/14/2023Price T Rowe Associates Inc. MD16,972$1.42M0.0%+1.0%0.000%
2/14/2023Alerus Financial NA5,300$0.44M0.0%-24.9%0.000%
2/14/2023Interchange Capital Partners LLC10,880$0.91M0.9%-7.6%0.000%
2/14/2023Lumature Wealth Partners LLC3,523$0.30M0.2%-25.1%0.000%
2/14/2023Cetera Advisor Networks LLC298,898$25.04M0.2%+340.8%0.000%
2/14/2023Cetera Investment Advisers649,703$54.42M0.5%+259.2%0.000%
2/14/2023Cetera Advisors LLC153,184$12.83M0.2%+161.5%0.000%
2/14/2023Cary Street Partners Asset Management LLC51,984$4.35M0.9%+18.0%0.000%
2/14/2023Laurel Wealth Advisors Inc.5,588$0.47M0.0%-14.1%0.000%
2/14/2023Nelson Van Denburg & Campbell Wealth Management Group LLC634$53K0.0%-62.3%0.000%
2/13/2023Beverly Hills Private Wealth LLC3,716$0.31M0.1%N/A0.000%
2/13/2023Trustcore Financial Services LLC52,426$4.39M0.4%+330.5%0.000%
2/13/2023Pathstone Family Office LLC113,207$65K0.0%N/A0.000%
2/13/2023First Republic Investment Management Inc.385,846$32.32M0.1%+384.8%0.000%
2/13/2023Brown Advisory Inc.14,403$1.21M0.0%-11.7%0.000%
2/13/2023Johnson Financial Group Inc.194,209$16.27M1.3%+89.5%0.000%
2/13/2023GeoWealth Management LLC932$78K0.0%N/A0.000%
2/13/2023Baird Financial Group Inc.132,722$11.12M0.0%+27.1%0.000%
2/13/2023Kingsview Wealth Management LLC9,367$0.79M0.0%+4.6%0.000%
2/13/2023BOKF NA484,640$40.59M0.7%+42.3%0.000%
2/13/20231834 Investment Advisors Co.11,241$0.94M0.1%+5.4%0.000%
2/13/2023Bessemer Group Inc.1,326$0.11M0.0%-44.2%0.000%
2/13/2023Integrated Wealth Concepts LLC527,452$44.18M1.2%-5.8%0.000%
2/13/2023Wealth Alliance68,514$5.74M1.0%-10.0%0.000%
2/13/2023Tcwp LLC38,441$3.22M0.7%-7.8%0.000%
2/13/2023Alterna Wealth Management Inc.6,057$0.51M0.6%+12.8%0.000%
2/13/2023Advisors Capital Management LLC11,859$0.99M0.0%+179.9%0.000%
(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, 855 institutional investors and hedge funds held shares of iShares MSCI EAFE Growth ETF. The most heavily invested institutionals were Arete Wealth Advisors LLC ($2,748.78B), Aspire Private Capital LLC ($748.27B), Private Advisor Group LLC ($2.82B), Envestnet Asset Management Inc. ($1.80B), Jones Financial Companies Lllp ($646.33M), Bank of America Corp DE ($378.08M), and Morgan Stanley ($372.70M).Learn more on EFG's institutional investors.

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

Of the 781 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), CFS Investment Advisory Services LLC ($12.63M), Envestnet Asset Management Inc. ($11.92M), Liberty Wealth Management LLC ($7.69M), JPMorgan Chase & Co. ($2.99M), BlackRock Inc. ($2.39M), and Jones Financial Companies Lllp ($2.36M).

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

Institutional investors have bought a total of 213,669,235 shares in the last 24 months. This purchase volume represents approximately $18.75B in transactions.

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

Of the 572 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. ($12.99M), CFS Investment Advisory Services LLC ($12.49M), BlackRock Inc. ($3.04M), Park Avenue Securities LLC ($1.37M), Thrivent Financial for Lutherans ($1.27M), RiverFront Investment Group LLC ($1.12M), and Advisor Group Holdings Inc. ($1.06M).

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

Institutional investors have sold a total of 54,164,434 shares in the last 24 months. This volume of shares sold represents approximately $4.92B in transactions.

This page (BATS:EFG) was last updated on 3/23/2023 by MarketBeat.com Staff