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iShares MSCI EAFE Growth ETF (EFG) Institutional Ownership

iShares MSCI EAFE Growth ETF logo
$99.19 +3.09 (+3.21%)
Closing price 04/17/2025 03:59 PM Eastern
Extended Trading
$99.27 +0.08 (+0.08%)
As of 04/17/2025 04:45 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.

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

Number of
Institutional Buyers
(last 12 months)
713
Total
Institutional Inflows
(last 12 months)
$5.85B
Number of
Institutional Sellers
(last 12 months)
455
Total
Institutional Outflows
(last 12 months)
$1.33B
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EFG Institutional Buying and Selling by Quarter

iShares MSCI EAFE Growth ETF Major Shareholders & Ownership History

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
4/18/2025Lion Street Advisors LLC2,920$292K0.1%-35.0%0.002%
4/18/2025Cornerstone Wealth Management LLC3,382$338K0.0%-12.5%0.003%
4/18/2025Financial Perspectives Inc3,570$357K0.1%+5.3%0.003%
4/18/2025Market Street Wealth Management Advisors LLC24,242$2.42M0.4%-6.0%0.020%
4/18/2025Optivise Advisory Services LLC9,258$926K0.5%-8.0%0.007%
4/18/2025Clayton Financial Group LLC36,046$3.61M1.3%-10.3%0.029%
4/18/2025CENTRAL TRUST Co47,471$4.75M0.1%+3.2%0.038%
4/17/2025 Robertson Stephens Wealth Management LLC27,924$2.79M0.1%-31.7%0.023%
4/17/2025 BCU Wealth Advisors LLC22,823$2.28M1.2%+16.4%0.018%
4/17/2025 Copia Wealth Management7,282$728K0.7%-4.9%0.006%
4/17/2025 Breakwater Investment Management275$28K0.0%N/A0.000%
4/17/2025 Sagespring Wealth Partners LLC426,911$42.69M0.4%-40.0%0.345%
4/17/2025 Sowell Financial Services LLC18,056$1.81M0.1%-4.0%0.015%
4/17/2025 Janney Montgomery Scott LLC923,247$92.33M0.3%-44.1%0.747%
4/17/2025 Cornerstone Wealth Advisors Inc.8,970$897K0.2%+22.0%0.007%
4/17/2025 Mission Wealth Management LP3,431$343K0.0%-16.7%0.003%
4/17/2025 1900 Wealth Management LLC52,935$5.29M0.4%-1.5%0.043%
4/17/2025 Cyndeo Wealth Partners LLC14,874$1.49M0.1%-43.0%0.012%
4/17/2025 Keystone Wealth Services LLC14,547$1.46M0.4%-3.5%0.012%
4/17/2025 Abound Wealth Management556$56K0.0%+9,166.7%0.000%
4/17/2025 Howard Bailey Securities LLC64,196$6.42M2.6%-1.2%0.052%
4/17/2025 Fairvoy Private Wealth LLC3,355$336K0.1%-37.3%0.003%
4/17/2025 RHS Financial LLC3,169$317K0.2%-57.1%0.003%
4/17/2025 Brighton Jones LLC54,451$5.45M0.2%+0.9%0.044%
4/17/2025 Sound Income Strategies LLC9,751$975K0.1%+8.1%0.008%
4/17/2025 Affinity Capital Advisors LLC127,541$12.43M2.4%-18.2%0.103%
4/17/2025 Dohj LLC31,453$3.15M0.7%-0.7%0.025%
4/16/2025 Hoey Investments Inc.639$64K0.0%N/A0.001%
4/16/2025 Opal Wealth Advisors LLC660$66K0.0%-76.4%0.001%
4/16/2025 Wealth Enhancement Advisory Services LLC161,692$16.17M0.0%-2.9%0.131%
4/16/2025 Tritonpoint Wealth LLC2,315$232K0.0%-6.0%0.002%
4/16/2025 Stock Yards Bank & Trust Co.17,940$1.79M0.1%+12.7%0.015%
4/16/2025 Kelly Financial Group LLC2,362$236K0.0%-18.2%0.002%
4/16/2025 RTD Financial Advisors Inc.206,936$20.69M2.8%-0.7%0.167%
4/16/2025 Elevation Point Wealth Partners LLC39,174$3.92M0.3%-32.4%0.032%
4/16/2025 Jacksonville Wealth Management LLC17,146$1.72M1.7%+1.7%0.014%
4/16/2025 Twin Peaks Wealth Advisors LLC24,483$2.43M1.1%-40.9%0.020%
4/16/2025 Rockland Trust Co.6,662$666K0.0%-28.1%0.005%
4/15/2025 Kelly Financial Services LLC3,473$347K0.1%-41.2%0.003%
4/15/2025 Total Wealth Planning LLC20,616$2.06M0.3%-3.6%0.017%
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4/15/2025 Braun Bostich & Associates Inc.22,948$2.30M1.7%-39.4%0.019%
4/15/2025 Sagace Wealth Management LLC22,535$2.25M1.7%+6.1%0.018%
4/15/2025 Fifth Third Bancorp838$84K0.0%-63.7%0.001%
4/15/2025 Two West Capital Advisors LLC7,899$770K0.6%-19.8%0.006%
4/15/2025 Paladin Advisory Group LLC16,252$1.63M1.3%+4.2%0.013%
4/15/2025 McKinley Carter Wealth Services Inc.48,140$4.81M0.3%-85.0%0.039%
4/15/2025 Focus Financial Network Inc.55,658$5.57M0.2%-32.8%0.045%
4/15/2025 My Legacy Advisors LLC24,571$2.46M0.9%-38.4%0.020%
4/15/2025 Integrated Advisors Network LLC10,338$1.03M0.1%+48.9%0.008%
4/15/2025 Collier Financial622$62K0.1%-98.8%0.001%
4/15/2025 Simplicity Wealth LLC66,707$6.67M0.5%+1,622.8%0.054%
4/15/2025 Wealthcare Advisory Partners LLC5,395$540K0.0%+9.7%0.004%
4/15/2025 Signet Financial Management LLC15,348$1.54M0.2%N/A0.012%
4/14/2025 Octavia Wealth Advisors LLC243,696$24.37M3.0%-21.9%0.197%
4/14/2025 Midland Wealth Advisors LLC3,107$311K0.0%+20.7%0.003%
4/14/2025 Pallas Capital Advisors LLC5,655$566K0.0%-7.9%0.005%
4/14/2025 Farther Finance Advisors LLC173,261$17.35M0.4%-16.7%0.140%
4/14/2025 Daymark Wealth Partners LLC8,921$892K0.0%+70.5%0.007%
4/14/2025 Courier Capital LLC78,801$7.88M0.5%+8.4%0.064%
4/14/2025 Tanglewood Wealth Management Inc.20,642$2.06M0.2%-68.3%0.017%
4/14/2025 Lloyd Advisory Services LLC.7,078$708K0.4%-17.0%0.006%
4/14/2025 Park Avenue Securities LLC1,581,470$158.15M1.9%-46.0%1.280%
4/14/2025 KMG Fiduciary Partners LLC33,392$3.34M0.3%-11.2%0.027%
4/14/2025 Dentgroup LLC11,199$1.12M0.8%-12.7%0.009%
4/14/2025 Miracle Mile Advisors LLC4,316$432K0.0%-2.4%0.003%
4/14/2025 RDA Financial Network6,238$624K0.2%-47.8%0.005%
4/14/2025 Patriot Financial Group Insurance Agency LLC10,561$1.06M0.1%-40.2%0.009%
4/14/2025 Revolve Wealth Partners LLC50,224$5.02M0.7%-0.4%0.041%
4/14/2025 UMB Bank n.a.3,336$334K0.0%-11.5%0.003%
4/14/2025 FFG Retirement Advisors LLC31,567$3.16M2.1%-20.3%0.026%
4/14/2025 LexAurum Advisors LLC4,358$436K0.1%-36.3%0.004%
4/14/2025 ONE Advisory Partners LLC80,495$8.05M3.4%-40.4%0.065%
4/11/2025 Ridgeline Wealth LLC13,663$1.37M1.2%-8.3%0.011%
4/11/2025 Disciplined Investments LLC29,703$2.97M1.4%-3.4%0.024%
4/11/2025 Cranbrook Wealth Management LLC81,162$8.12M1.9%+0.2%0.066%
4/11/2025 Pines Wealth Management LLC3,770$377K0.2%-37.5%0.003%
4/11/2025 Sovereign Financial Group Inc.9,689$969K0.2%-47.5%0.008%
4/11/2025 Ehrlich Financial Group16,663$1.67M1.2%-64.4%0.013%
4/11/2025 Unique Wealth LLC41,714$4.17M0.8%+31.0%0.034%
4/11/2025 Magnus Financial Group LLC4,280$428K0.0%-42.0%0.003%
4/11/2025 Consilio Wealth Advisors LLC12,399$1.24M0.5%-92.7%0.010%
4/11/2025 Signal Advisors Wealth LLC21,197$2.12M0.2%-9.1%0.017%
4/11/2025 Harbor Group Inc.40,318$4.03M0.8%-3.2%0.033%
4/10/2025 Breakwater Capital Group41,336$4.13M0.7%+19.1%0.033%
4/10/2025 Thurston Springer Miller Herd & Titak Inc.1,851$185K0.0%+239.6%0.001%
4/10/2025 Cypress Wealth Services LLC87,401$8.74M1.8%-35.5%0.071%
4/10/2025 Lmcg Investments LLC7,827$783K0.1%+9.1%0.006%
4/10/2025 Fermata Advisors LLC4,000$400K0.1%-6.1%0.003%
4/10/2025 Beacon Financial Group7,331$733K0.1%-11.0%0.006%
4/10/2025 Channel Wealth LLC27,112$2.71M0.8%N/A0.022%
Trump to unlock 15-figure fortune for America (May 3rd) ? (Ad)

We were shown this map by former Presidential Advisor, Jim Rickards, one of the most politically connected men in America. Rickards has spent his fifty-year career in the innermost circles of the U.S. government and banking. And he believes Trump could soon release this frozen asset to the public.

But something even more spectacular is bound to happen. And those who know what to expect could make
4/10/2025 Firethorn Wealth Partners LLC32,779$3.28M1.6%-38.9%0.027%
4/10/2025 Watershed Private Wealth LLC72,411$7.24M2.9%-31.1%0.059%
4/10/2025 CGN Advisors LLC3,566$357K0.0%+5.4%0.003%
4/10/2025 Legacy Financial Group LLC43,137$4.31M0.7%-28.3%0.035%
4/10/2025 MKD Wealth Coaches LLC18,193$1.82M2.1%-21.4%0.015%
4/9/2025 RFG Advisory LLC74,262$7.43M0.2%-29.6%0.060%
4/9/2025 InvesTrust17,722$1.77M0.5%+7.5%0.014%
4/9/2025 ST Germain D J Co. Inc.534$53K0.0%+1,470.6%0.000%
4/9/2025 Merit Financial Group LLC448,737$44.87M0.7%+72.8%0.363%
4/9/2025 Affiance Financial LLC28,691$2.87M0.7%-1.9%0.023%
(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, 1,041 institutional investors and hedge funds held shares of iShares MSCI EAFE Growth ETF. The most heavily invested institutionals were Envestnet Asset Management Inc. ($2.96B), LPL Financial LLC ($886.18M), JPMorgan Chase & Co. ($704.53M), Jones Financial Companies Lllp ($652.44M), Axiom Advisory LLC ($562.61M), Bank of America Corp DE ($492.52M), and Envestnet Portfolio Solutions Inc. ($410.06M).Learn more on EFG's institutional investors.

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

Of the 922 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: Envestnet Asset Management Inc. ($26.38M), LPL Financial LLC ($7.48M), Envestnet Portfolio Solutions Inc. ($5.46M), SageView Advisory Group LLC ($2.79M), JPMorgan Chase & Co. ($2.12M), Jane Street Group LLC ($2.08M), and Park Avenue Securities LLC ($1.69M).

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

Institutional investors have bought a total of 96,567,348 shares in the last 24 months. This purchase volume represents approximately $9.43B in transactions.

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

Of the 653 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. ($16.74M), JPMorgan Chase & Co. ($2.39M), Park Avenue Securities LLC ($2.25M), Janney Montgomery Scott LLC ($1.58M), LPL Financial LLC ($1.31M), Osaic Holdings Inc. ($1.23M), and Morgan Stanley ($1.14M).

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

Institutional investors have sold a total of 48,971,016 shares in the last 24 months. This volume of shares sold represents approximately $4.61B in transactions.



This page (BATS:EFG) was last updated on 4/19/2025 by MarketBeat.com Staff
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