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iShares MSCI EAFE ETF (EFA) Institutional Ownership

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$104.50 -0.30 (-0.29%)
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$104.42 -0.08 (-0.07%)
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Institutional Ownership Changes (13F Filings) for iShares MSCI EAFE ETF (NYSEARCA:EFA)

Current
Institutional Ownership
Percentage
79.80%
Number of
Institutional Buyers
(last 12 months)
1296
Total
Institutional Inflows
(last 12 months)
$7.47B
Number of
Institutional Sellers
(last 12 months)
898
Total
Institutional Outflows
(last 12 months)
$3.06B
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EFA Institutional Buying and Selling by Quarter

iShares MSCI EAFE ETF Major Shareholders & Ownership History

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
9/23/2026 QRG Capital Management Inc.183,559$19.07M0.1%+15.0%0.025%
9/23/2026 Envestnet Portfolio Solutions Inc.132,355$13.75M0.1%+117.2%0.018%
9/23/2026 Envestnet Asset Management Inc.7,285,707$756.84M0.1%+10.9%0.986%
9/22/2026 State Street Corp466,249$48.43M0.0%+141.1%0.063%
9/18/2026 Security National Bank of Sioux City Iowa IA24,400$2.54M1.0%N/A0.003%
9/15/2026 Cherry Tree Wealth Management LLC1,174$122K0.0%-28.9%0.000%
9/9/2026 The Manufacturers Life Insurance Company195,174$20.28M0.0%-29.7%0.026%
9/9/2026 Tortoise Investment Management LLC12,844$1.33M0.1%-11.8%0.002%
9/9/2026 Tarbox Family Office Inc.47,265$4.91M0.7%-3.3%0.006%
9/9/2026 Sequoia Financial Advisors LLC82,180$8.54M0.0%-1.5%0.011%
9/9/2026 Cahill Financial Advisors Inc.20,379$2.12M0.2%-3.1%0.003%
9/9/2026 LBJ Family Wealth Advisors Ltd.66,885$6.92M3.5%-0.5%0.009%
9/9/2026 MCF Advisors LLC164,941$17.13M0.6%+1.1%0.022%
9/9/2026 Gemmer Asset Management LLC53,756$5.58M0.4%+1.1%0.007%
9/9/2026 Plimoth Trust Co. LLC8,619$895K0.2%+5.9%0.001%
9/9/2026 Capital Analysts LLC106,413$11.05M0.3%-1.1%0.014%
9/9/2026 Summit Financial Strategies Inc.40,486$4.21M0.3%-17.2%0.005%
9/9/2026 SVB Wealth LLC66,877$6.95M0.4%-0.8%0.009%
9/9/2026 Capital Advantage Inc.90,234$9.37M1.1%-3.3%0.012%
9/9/2026 Pinnacle Wealth Management Advisory Group LLC7,700$800K0.0%+1.3%0.001%
9/9/2026 NorthRock Partners LLC681,246$70.77M1.0%-0.4%0.092%
9/9/2026 Integrated Wealth Concepts LLC82,912$8.61M0.1%+2.1%0.011%
9/9/2026 RFG Advisory LLC16,905$1.76M0.0%+2.6%0.002%
9/9/2026 NewEdge Advisors LLC130,892$13.60M0.0%-2.1%0.018%
9/9/2026 Colony Family Offices LLC2,366$246K0.1%+16.4%0.000%
9/9/2026 Pointe Capital Management LLC33,359$3.47M1.5%+4.3%0.005%
9/9/2026 Ehrenkranz Partners L.P.110,458$11.47M6.6%+282.0%0.015%
9/9/2026 IFP Advisors Inc165,876$17.23M0.3%+1.2%0.022%
9/9/2026 Baird Financial Group Inc.1,494,850$155.29M0.2%-1.1%0.202%
9/9/2026 Arcus Capital Partners LLC8,606$894K0.4%-7.9%0.001%
9/9/2026 XY Planning Network Inc.4,075$423K0.1%+23.5%0.001%
9/8/2026 Ramsay Stattman Vela & Price Inc.58,733$6.10M1.1%-0.4%0.008%
9/8/2026 Hudock Inc.5,826$605K0.1%+22.0%0.001%
9/8/2026 Allworth Financial LP117,474$12.20M0.1%-31.6%0.016%
9/8/2026 Waverly Advisors LLC304,435$31.63M0.2%+1.9%0.041%
9/8/2026 Bank OZK20,838$2.17M0.7%-0.6%0.003%
9/8/2026 Paragon Capital Management Ltd64,265$6.68M1.3%-1.8%0.009%
9/4/2026 Parkside Financial Bank & Trust158,028$16.42M1.1%-1.4%0.021%
9/2/2026 1607 Capital Partners LLC65,725$6.83M0.3%N/A0.009%
9/2/2026 Second Line Capital LLC21,544$2.24M0.4%-2.2%0.003%
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8/27/2026 Corient Private Wealth LP1,655,900$172.02M0.2%-18.3%0.224%
8/27/2026 Tucker Asset Management LLC8,096$841K0.2%+10.0%0.001%
8/26/2026 HORAN Wealth LLC10,671$1.11M0.1%-49.4%0.001%
8/26/2026 HighTower Advisors LLC1,680,238$174.54M0.2%+0.7%0.227%
8/25/2026 Tobias Financial Advisors Inc.22,933$2.38M0.3%-14.2%0.003%
8/24/2026 Serenity Investment Advisors26,410$2.84M1.2%+0.9%0.004%
8/23/2026 Studio Investment Management LLC14,106$1.47M0.2%+30.7%0.002%
8/23/2026 Washington Trust Advisors Inc.8,701$904K0.1%-2.2%0.001%
8/23/2026 Ameritas Advisory Services LLC27,848$2.89M0.1%+40.4%0.004%
8/23/2026 Wedmont Private Capital19,369$2.02M0.1%-4.9%0.003%
8/23/2026 Kintra Wealth LLC6,619$719K0.0%+62.9%0.001%
8/23/2026 HB Wealth Management LLC305,287$31.71M0.2%-0.4%0.041%
8/23/2026 Angeles Wealth Management LLC100,725$10.46M0.4%+44.5%0.014%
8/23/2026 Unique Wealth LLC360,925$37.49M4.4%+0.7%0.049%
8/23/2026 Kaydan Wealth Management Inc.3,665$381K0.1%-3.0%0.000%
8/22/2026 Rose Capital Advisors LLC6,210$645K0.3%N/A0.001%
8/22/2026 Compass Financial Management LLC3,995$416K0.0%N/A0.001%
8/22/2026 NBH Bank92,429$9.60M4.1%N/A0.013%
8/22/2026 Gainline Financial Partners LLC6,250$649K0.6%N/A0.001%
8/22/2026 William John Sempolinski20,970$2.18M0.9%N/A0.003%
8/22/2026 Tenet Wealth Partners LLC2,762$287K0.2%N/A0.000%
8/22/2026 Maloon Powers Pitre Higgins & Dennehy LLC47,515$4.94M1.7%N/A0.006%
8/22/2026 Centrica Wealth Management LLC393$40K0.0%N/A0.000%
8/22/2026 Old Mission Investment Co LLC2,531$263K0.1%N/A0.000%
8/22/2026 Highland Investment Advisors LLC15,388$1.60M0.7%N/A0.002%
8/22/2026 Hopwood Nicholas Hunter3,643$378K0.1%+7.1%0.000%
8/22/2026 Cooke Wealth Management LLC74,031$7.69M6.3%-1.7%0.010%
8/22/2026 Vested Financial Planning LLC6,805$707K0.5%+2.3%0.001%
8/22/2026 Valued Retirements Inc.4,796$498K0.4%-65.9%0.001%
8/22/2026 Copley Financial Group Inc.2,356$245K0.1%-8.9%0.000%
8/22/2026 Tudor Financial Inc.25,955$2.70M1.2%+368.8%0.004%
8/22/2026 NWF Advisory Services Inc.52,072$5.41M0.5%+23.9%0.007%
8/22/2026 Rogco LP1,924$200K0.1%+16.0%0.000%
8/22/2026 TD Waterhouse Canada Inc.127,379$13.13M0.0%+4.7%0.017%
8/22/2026 Premier Path Wealth Partners LLC5,412$562K0.1%+26.2%0.001%
8/22/2026 United Community Bank92,548$9.61M3.1%-0.4%0.013%
8/22/2026 Concurrent Investment Advisors LLC418,507$43.47M0.4%+9.6%0.057%
8/22/2026 Allen Mooney & Barnes Investment Advisors LLC77,190$8.02M1.2%-2.1%0.010%
8/21/2026 Alley Investment Management Company LLC8,945$929K0.1%-1.6%0.001%
8/21/2026 Athena Investment Management16,414$1.71M1.0%-21.3%0.002%
8/21/2026 Greenspring Advisors LLC9,549$992K0.1%-3.2%0.001%
8/21/2026 Continuum Advisory LLC8,516$885K0.1%+2.5%0.001%
8/21/2026 Alamar Capital Management LLC102,978$10.70M5.4%-2.2%0.014%
8/21/2026 InTrack Investment Management Inc5,698$592K0.3%-21.5%0.001%
8/21/2026 Tranquilli Financial Advisor LLC8,737$908K0.5%-25.0%0.001%
8/21/2026 MBA Advisors LLC7,600$789K0.3%-6.2%0.001%
8/21/2026 Firestone Capital Management15,246$1.58M0.3%-1.8%0.002%
8/21/2026 Resolute Advisors LLC64,437$6.69M1.6%-17.7%0.009%
8/21/2026 Atticus Wealth Management LLC29,860$3.10M0.7%+2.9%0.004%
8/21/2026 SkyOak Wealth LLC6,942$721K0.1%+4.6%0.001%
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8/21/2026 XML Financial LLC39,563$4.11M0.3%-2.7%0.005%
8/21/2026 KFA Private Wealth Group LLC18,800$1.95M0.5%-10.0%0.003%
8/21/2026 Symphony Financial Ltd. Co.3,788$393K0.0%N/A0.001%
8/21/2026 Chesapeake Wealth Management74,182$7.71M2.2%-0.4%0.010%
8/21/2026 Independence Bank of Kentucky127,608$13.26M1.5%-0.8%0.017%
8/21/2026 Murphy Middleton Hinkle & Parker Inc.89,481$9.30M3.8%+3.9%0.012%
8/21/2026 Midwest Professional Planners LTD.66,600$6.92M1.3%-32.4%0.009%
8/21/2026 Acorn Wealth Advisors LLC6,999$727K0.2%+18.4%0.001%
8/21/2026 Triumph Capital Management1,037$108K0.0%-10.8%0.000%
8/21/2026 Solstein Capital LLC51,881$5.39M1.8%-0.6%0.007%


EFA Institutional Ownership - Frequently Asked Questions

During the previous two years, 2,302 institutional investors and hedge funds held shares of iShares MSCI EAFE ETF. The most heavily invested institutionals were Bank of America Corp DE ($4.18B), Goldman Sachs Group Inc. ($3.81B), Morgan Stanley ($3.04B), JPMorgan Chase & Co. ($2.07B), Northern Trust Corp ($2.05B), Northwestern Mutual Investment Management Company LLC ($1.51B), and TD Asset Management Inc ($816.28M).Learn more on iShares MSCI EAFE ETF's institutional investors.

79.80% of iShares MSCI EAFE ETF's stock is owned by institutional investors. Learn more on EFA's institutional investor holdings.

Of the 1,969 institutional investors that purchased iShares MSCI EAFE ETF's stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Northwestern Mutual Wealth Management Co. ($9.13M), Goldman Sachs Group Inc. ($7.81M), Mackenzie Financial Corp ($6.01M), Bessemer Group Inc. ($5.58M), Capital International Investors ($5.30M), Causeway Capital Management LLC ($4.95M), and Morgan Stanley ($4.24M).

Institutional investors have bought a total of 78,112,636 shares in the last 24 months. This purchase volume represents approximately $7.47B in transactions.

Of the 898 institutional investors that sold iShares MSCI EAFE ETF's stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Laurel Wealth Advisors LLC ($3.25M), CIBC Asset Management Inc ($1.93M), SG Americas Securities LLC ($1.73M), Bank of Nova Scotia ($1.62M), WCM Investment Management LLC ($1.43M), Hsbc Holdings PLC ($1.40M), and State Board of Administration of Florida Retirement System ($1.28M).

Institutional investors have sold a total of 31,960,003 shares in the last 24 months. This volume of shares sold represents approximately $3.06B in transactions.



Institutional ownership data for NYSEARCA:EFA is compiled from quarterly 13F filings submitted to the U.S. Securities and Exchange Commission (SEC), with the most recent received on 9/23/2026. New 13F filings are added each quarter as they're published.
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