Free Trial
→ Is Elon's empire crumbling? (From Brownstone Research) (Ad) Free EFG Stock Alerts

iShares MSCI EAFE Growth ETF (EFG) Institutional Ownership

iShares MSCI EAFE Growth ETF logo
$111.61 +15.51 (+16.14%)
Closing price 03:59 PM Eastern
Extended Trading
$111.38 -0.23 (-0.21%)
As of 04:11 PM Eastern
Extended trading is trading that happens on electronic markets outside of regular trading hours. This is a fair market value extended hours price provided by Polygon.io. Learn more.
Compare

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

Number of
Institutional Buyers
(last 12 months)
737
Total
Institutional Inflows
(last 12 months)
$5.89B
Number of
Institutional Sellers
(last 12 months)
579
Total
Institutional Outflows
(last 12 months)
$4.85B
Get EFG Insider Trade Alerts

Want to know when executives and insiders are buying or selling iShares MSCI EAFE Growth ETF stock? Sign up for InsiderTrades.com's daily newsletter to get the latest insider transactions delivered to your inbox daily.

Skip Chart & View Institutional Buying and Selling Data

EFG Institutional Buying and Selling by Quarter

iShares MSCI EAFE Growth ETF Major Shareholders & Ownership History

Export to Excel
Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
7/2/2025Dentgroup LLC6,825$764K0.5%-39.1%0.006%
7/2/2025Waller Financial Planning Group Inc.52,130$5.84M1.4%+5.1%0.044%
7/1/2025Harbor Investment Advisory LLC780$87K0.0%+72.9%0.001%
7/1/2025Bush Investment Group LLC13,866$1.55M1.0%+1.0%0.012%
6/17/2025Howe & Rusling Inc.1,290$129K0.0%-34.2%0.001%
6/3/2025Invst LLC54,324$5.43M0.7%-70.3%0.046%
6/2/2025Modern Wealth Management LLC29,088$2.91M0.1%-17.1%0.024%
5/29/2025Apeiron RIA LLC53,010$5.30M1.6%-10.1%0.044%
5/28/2025Jones Financial Companies Lllp5,298,751$534.27M0.5%-21.4%4.445%
5/28/2025Addison Capital Co18,389$1.84M0.7%+34.6%0.015%
5/22/2025Kilter Group LLC58,151$5.82M3.8%-49.1%0.049%
5/21/2025McAdam LLC38,128$3.81M0.2%-57.3%0.032%
5/21/2025Geneos Wealth Management Inc.32,012$3.20M0.1%-1.3%0.027%
5/20/2025Fortis Capital Advisors LLC72,123$7.21M1.5%+3,074.4%0.061%
5/20/2025Belpointe Asset Management LLC72,216$7.22M0.4%+2,953.5%0.061%
5/20/2025Focus Partners Wealth505,115$50.51M0.1%-6.9%0.424%
5/20/2025Integrity Alliance LLC.275,436$27.54M1.1%+14.8%0.231%
5/19/2025Advisory Alpha LLC5,982$598K0.0%-4.5%0.005%
5/19/2025Client 1ST Advisory Group LLC61,257$6.13M2.4%+5.3%0.051%
5/19/2025SCS Capital Management LLC15,057$1.51M0.0%+4.6%0.013%
5/16/2025Semmax Financial Advisors Inc.5,676$602K0.2%-41.5%0.005%
5/16/2025Logan Capital Management Inc.1,235$124K0.0%+11.3%0.001%
5/16/2025Faithward Advisors LLC2,535$254K0.0%+14.4%0.002%
5/16/2025Ascent Group LLC57,192$5.72M0.2%+227.8%0.048%
5/16/2025Coppell Advisory Solutions LLC4,891$489K0.0%+204.9%0.004%
5/16/2025Arete Wealth Advisors LLC45,997$4.60M0.3%+8.9%0.038%
5/16/2025Signature Estate & Investment Advisors LLC2,369$237K0.0%-98.9%0.002%
5/16/2025Ashton Thomas Private Wealth LLC72,686$7.27M0.3%-23.6%0.061%
5/16/2025Goldman Sachs Group Inc.455,259$45.53M0.0%+34.2%0.383%
5/16/2025Kestra Investment Management LLC415,702$41.57M1.3%-18.2%0.346%
5/16/2025Cape Investment Advisory Inc.1,925$192K0.1%-43.5%0.002%
5/16/2025Jones Financial Companies Lllp5,132,905$517.06M0.5%-23.8%4.277%
5/16/2025Obsidian Personal Planning Solutions LLC86,689$9.05M4.0%+20.8%0.072%
5/16/2025Pinnacle Family Advisors LLC4,160$416K0.2%-26.8%0.003%
5/16/2025Plancorp LLC4,589$459K0.0%N/A0.004%
5/16/2025NewEdge Advisors LLC544,315$54.43M0.3%-38.4%0.454%
5/16/2025Integrated Wealth Concepts LLC281,104$28.11M0.3%+6.5%0.234%
5/16/2025Concorde Asset Management LLC26,583$2.59M1.4%-9.5%0.022%
5/16/2025Cook Wealth LLC10,151$1.06M0.5%-7.0%0.008%
5/16/2025Copperleaf Capital LLC19,652$1.97M1.2%-38.1%0.016%
REVEALED FREE: Our top 3 stocks to own in 2025 and beyond (Ad)

Every time Weiss Ratings flashed green like this, the average gain on each and every stock has been 303% (including the losers!).

Click here for the names of our three top stocks to own this year (no purchase necessary).
5/16/2025AQR Capital Management LLC20,687$2.07M0.0%+65.5%0.017%
5/16/2025Ancora Advisors LLC42,076$4.21M0.1%-23.9%0.035%
5/16/2025Aprio Wealth Management LLC9,412$941K0.1%+193.7%0.008%
5/15/2025EP Wealth Advisors LLC224,071$22.41M0.2%-11.2%0.187%
5/15/2025Focus Partners Advisor Solutions LLC9,425$943K0.0%-19.3%0.008%
5/15/2025One Wealth Capital Management LLC32,908$3.29M1.8%-43.1%0.027%
5/15/2025Flputnam Investment Management Co.3,765$377K0.0%+53.1%0.003%
5/15/2025Royal Bank of Canada758,710$75.87M0.0%+15.2%0.632%
5/15/2025Betterment LLC6,664$666K0.0%+14.1%0.006%
5/15/2025MAI Capital Management4,391$439K0.0%-2.1%0.004%
5/15/2025DRW Securities LLC5,156$516K0.0%N/A0.004%
5/15/2025Baird Financial Group Inc.167,992$16.80M0.0%-14.4%0.140%
5/15/2025Pinnacle Wealth Planning Services Inc.52,446$5.25M0.8%+6.2%0.044%
5/15/2025OLD Mission Capital LLC934,745$93.47M1.2%N/A0.779%
5/15/2025Vermillion & White Wealth Management Group LLC1,531$153K0.1%-71.8%0.001%
5/15/2025TD Capital Management LLC3,228$323K0.0%-11.4%0.003%
5/15/2025Monterey Private Wealth Inc.2,449$245K0.1%N/A0.002%
5/14/2025Paces Ferry Wealth Advisors LLC16,098$1.61M0.8%-4.1%0.013%
5/14/2025Triad Wealth Partners LLC58,024$5.80M1.8%-27.3%0.048%
5/14/2025CreativeOne Wealth LLC178,559$17.86M0.5%-50.0%0.149%
5/14/2025Redwood Investment Management LLC23,105$2.31M0.3%+5.0%0.019%
5/14/2025WCG Wealth Advisors LLC38,129$3.81M0.3%-49.1%0.032%
5/14/2025Jane Street Group LLC2,276,882$227.69M0.1%+2,387.5%1.910%
5/14/2025Talisman Wealth Advisors LLC2,923$292K0.3%-8.0%0.002%
5/14/2025FWG Investments LLC.15,744$1.57M1.8%-20.4%0.013%
5/14/2025Comerica Bank61,661$6.17M0.0%-12.6%0.051%
5/14/2025Freedom Investment Management Inc.4,757$476K0.0%+25.0%0.004%
5/14/2025Synovus Financial Corp7,255$726K0.0%-6.1%0.006%
5/14/2025Cedar Point Capital Partners LLC74,805$7.48M5.0%+1.4%0.062%
5/14/2025Smartleaf Asset Management LLC1,963$198K0.0%+591.2%0.002%
5/14/2025Northwestern Mutual Wealth Management Co.652,002$65.20M0.1%-6.5%0.543%
5/14/2025Van Hulzen Asset Management LLC70,349$7.04M0.6%-0.9%0.059%
5/14/2025Kestra Advisory Services LLC320,508$32.05M0.2%-18.9%0.267%
5/14/2025Wescott Financial Advisory Group LLC9,975$998K0.1%+9.6%0.008%
5/14/2025Compound Planning Inc.27,730$2.77M0.1%+181.7%0.023%
5/14/2025Barnes Wealth Management Group Inc17,230$1.72M1.1%-44.2%0.014%
5/14/2025Ameriprise Financial Inc.1,228,191$122.84M0.0%-23.7%1.023%
5/14/2025Bragg Financial Advisors Inc3,331$333K0.0%-7.3%0.003%
5/14/2025CW Advisors LLC12,000$1.20M0.0%N/A0.010%
5/14/2025Summit Financial LLC19,286$1.93M0.1%+232.2%0.016%
5/14/2025Flow Traders U.S. LLC1,817,153$181.72M7.7%N/A1.514%
5/14/2025Dorsey & Whitney Trust CO LLC42,199$4.22M0.2%-2.4%0.035%
5/14/2025Capital Analysts LLC34,980$3.50M0.1%-44.4%0.029%
5/14/2025Tradition Wealth Management LLC27,846$2.79M0.2%-44.2%0.023%
5/14/2025Vertex Planning Partners LLC37,245$3.72M0.8%+66.3%0.031%
5/14/2025JT Stratford LLC3,827$383K0.1%-37.7%0.003%
5/14/2025Legacy Financial Advisors Inc.3,999$400K0.1%-42.5%0.003%
5/14/2025Hsbc Holdings PLC24,024$2.40M0.0%+5.5%0.020%
5/14/2025RWA Wealth Partners LLC125,871$12.59M0.2%-27.8%0.105%
5/13/2025Aptus Capital Advisors LLC121,718$12.17M0.1%-1.3%0.101%
REVEALED FREE: Our top 3 stocks to own in 2025 and beyond (Ad)

Every time Weiss Ratings flashed green like this, the average gain on each and every stock has been 303% (including the losers!).

Click here for the names of our three top stocks to own this year (no purchase necessary).
5/13/2025Mill Creek Capital Advisors LLC93,350$9.34M0.2%-2.7%0.078%
5/13/2025Steward Partners Investment Advisory LLC88,059$8.81M0.1%-36.1%0.073%
5/13/2025Raymond James Financial Inc.571,686$57.17M0.0%-14.9%0.476%
5/13/2025Cresset Asset Management LLC106,612$10.66M0.1%-0.6%0.089%
5/13/2025Schneider Downs Wealth Management Advisors LP5,884$588K0.1%-15.8%0.005%
5/13/2025Gen Wealth Partners Inc33,205$3.32M1.4%-42.2%0.028%
5/13/2025EverSource Wealth Advisors LLC9,830$983K0.1%+4.6%0.008%
5/13/2025Watchman Group Inc.9,003$900K0.3%+6.1%0.008%
5/13/2025High Falls Advisors Inc117,911$11.79M2.8%-46.2%0.098%
5/13/2025Stephen J. Garry & Associates LLC2,565$256K0.2%-7.2%0.002%
(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, 1,068 institutional investors and hedge funds held shares of iShares MSCI EAFE Growth ETF. The most heavily invested institutionals were Envestnet Asset Management Inc. ($1.68B), LPL Financial LLC ($574.92M), Axiom Advisory LLC ($562.61M), Jones Financial Companies Lllp ($534.27M), Bank of America Corp DE ($492.52M), JPMorgan Chase & Co. ($487.03M), and Morgan Stanley ($384.46M).Learn more on iShares MSCI EAFE Growth ETF's institutional investors.

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

Of the 928 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. ($16.45M), Envestnet Portfolio Solutions Inc. ($5.46M), LPL Financial LLC ($5.44M), Jane Street Group LLC ($4.27M), SageView Advisory Group LLC ($2.79M), JPMorgan Chase & Co. ($2.12M), and Flow Traders U.S. LLC ($1.91M).

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

Institutional investors have bought a total of 58,773,445 shares in the last 24 months. This purchase volume represents approximately $5.89B in transactions.

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

Of the 578 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. ($13.72M), Jones Financial Companies Lllp ($4.00M), LPL Financial LLC ($3.72M), JPMorgan Chase & Co. ($2.64M), Envestnet Portfolio Solutions Inc. ($2.58M), Park Avenue Securities LLC ($1.62M), and CWM LLC ($1.51M).

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

Institutional investors have sold a total of 48,344,027 shares in the last 24 months. This volume of shares sold represents approximately $4.85B in transactions.


Related Companies

This page (BATS:EFG) was last updated on 7/2/2025 by MarketBeat.com Staff
From Our Partners
Trump set to Boost Social Security Checks by 400%?
If you're collecting or planning to collect social security... You should see this presentation about Presi...
InvestorPlace | Sponsored
Trump’s Exec Order #14154 could be a “Millionaire-Maker”
Former Presidential Advisor, Jim Rickards, says Trump could “rewire our economy and hand millions of Americans...
Paradigm Press | Sponsored
REVEALED FREE: Our top 3 stocks to own in 2025 and beyond
Every time Weiss Ratings flashed green like this, the average gain on each and every stock has been 303% (incl...
Weiss Ratings | Sponsored
Crypto Is Pumping Again – Now Comes the Real Opportunity
This same signal has appeared twice before in the past 8 years — both times, it kicked off major moves in cryp...
Crypto Swap Profits | Sponsored
Dalio heeds Buffett’s warning… [$319 million stake in gold]
Dalio bought a gold ETF… I don’t recommend that for the average retail investor. The real upside is in profita...
Golden Portfolio | Sponsored
A new rule goes live in July — and the banks are quietly cashing in
A little-known regulation quietly goes into effect this July. And it's already being exploited by Wall Stre...
American Alternative | Sponsored
Elon’s BIGGEST warning yet?
Tesla's About to Prove Everyone Wrong... Again Back in 2018, when Jeff Brown told everyone to buy Tesla… ...
Brownstone Research | Sponsored
"I'm risking my reputation on this"
Behind closed doors, away from the mainstream media's eyes, the smartest minds in crypto are all seeing the sa...
Crypto 101 Media | Sponsored