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iShares MSCI EAFE Growth ETF (EFG) Institutional Ownership

iShares MSCI EAFE Growth ETF logo
$101.94 +5.84 (+6.07%)
Closing price 03/27/2025 03:59 PM Eastern
Extended Trading
$101.87 -0.07 (-0.07%)
As of 03/27/2025 06:34 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.
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Institutional Ownership Changes (13F Filings) for iShares MSCI EAFE Growth ETF (BATS:EFG)

Number of
Institutional Buyers
(last 12 months)
707
Total
Institutional Inflows
(last 12 months)
$5.85B
Number of
Institutional Sellers
(last 12 months)
423
Total
Institutional Outflows
(last 12 months)
$998.57M
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EFG Institutional Buying and Selling by Quarter

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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
3/27/2025Milestone Asset Management Group LLC3,416$331K0.3%N/A0.003%
3/24/2025Fulcrum Equity Management5,738$556K0.6%+15.2%0.005%
3/19/2025M1 Capital Management LLC58,735$5.69M3.1%N/A0.047%
3/17/2025 Wealth Enhancement Advisory Services LLC166,464$16.12M0.0%+8.6%0.107%
3/12/2025 Centaurus Financial Inc.16,232$1.57M0.1%+2.8%0.010%
3/11/2025 Anchor Pointe Wealth Management LLC14,052$1.36M1.8%N/A0.009%
3/6/2025 Copia Wealth Management7,654$741K0.7%N/A0.005%
3/6/2025 Kilter Group LLC114,168$11.06M7.2%N/A0.073%
3/3/2025 Forthright Family Wealth Advisory LLC85,419$8.27M5.4%+6.3%0.055%
2/28/2025 BridgePort Financial Solutions LLC16,459$1.68M0.8%N/A0.014%
2/27/2025 REAP Financial Group LLC4,288$415K0.1%-2.4%0.004%
2/27/2025 Pinnacle Wealth Planning Services Inc.49,392$4.78M0.7%+5.1%0.042%
2/26/2025 Yoffe Investment Management LLC2,358$228K0.3%N/A0.002%
2/26/2025 LifeWealth Investments LLC30,728$2.98M2.0%N/A0.026%
2/26/2025 Capital A Wealth Management LLC17,140$1.66M2.8%N/A0.015%
2/25/2025 B. Riley Wealth Advisors Inc.144,670$14.01M0.5%-29.1%0.123%
2/25/2025 Armis Advisers LLC20,557$1.99M0.2%N/A0.017%
2/25/2025 Integrated Advisors Network LLC6,945$672K0.0%+15.1%0.006%
2/24/2025 Great Valley Advisor Group Inc.20,845$2.02M0.0%-1.1%0.018%
2/24/2025 Ameriflex Group Inc.1,897$193K0.1%N/A0.002%
2/21/2025 Ascent Group LLC17,446$1.69M0.1%-21.3%0.015%
2/19/2025 Invst LLC182,624$17.68M2.1%+23.6%0.155%
2/19/2025 WCG Wealth Advisors LLC74,914$7.25M0.5%+3.2%0.064%
2/18/2025 Western Wealth Management LLC5,929$574K0.2%-42.7%0.005%
2/18/2025 Sunbelt Securities Inc.924$90K0.0%-10.3%0.001%
2/18/2025 GTS Securities LLC2,500$242K0.0%N/A0.002%
2/18/2025 Pettinga Financial Advisors LLC191,397$18.53M4.2%+21.7%0.163%
2/18/2025 JT Stratford LLC6,138$594K0.1%+14.0%0.005%
2/18/2025 Focus Partners Advisor Solutions LLC11,685$1.13M0.0%+218.3%0.010%
2/18/2025 First Heartland Consultants Inc.18,496$1.79M0.2%+41.9%0.016%
2/18/2025 Talisman Wealth Advisors LLC3,176$308K0.3%N/A0.003%
2/18/2025 Lantern Wealth Advisors LLC6,757$654K0.4%+20.2%0.006%
2/17/2025 Vance Wealth LLC25,379$2.46M0.9%-4.0%0.022%
2/17/2025 Waverly Advisors LLC165,812$16.06M0.2%+17.9%0.141%
2/17/2025 Visionary Wealth Advisors21,091$2.04M0.1%-0.8%0.018%
2/17/2025 Squarepoint Ops LLC11,124$1.08M0.0%N/A0.009%
2/17/2025 Stonebrook Private Inc.156,433$15.15M4.0%+8.4%0.133%
2/17/2025 Scissortail Wealth Management LLC41,362$4.01M1.0%+9,678.3%0.035%
2/17/2025 Sentinus LLC90,877$8.80M2.6%+983.7%0.077%
2/17/2025 Snowden Capital Advisors LLC104,608$10.13M0.3%+16.8%0.089%
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2/17/2025 SGL Investment Advisors Inc.6,246$645K0.3%+5.2%0.005%
2/17/2025 Silvercrest Asset Management Group LLC13,184$1.28M0.0%N/A0.011%
2/17/2025 Royal Bank of Canada658,531$63.77M0.0%+125.2%0.560%
2/17/2025 Redwood Investment Management LLC22,004$2.13M0.2%+6.8%0.019%
2/17/2025 Quadcap Wealth Management LLC7,504$727K0.1%-6.8%0.006%
2/17/2025 Quantinno Capital Management LP4,980$482K0.0%N/A0.004%
2/17/2025 Pathstone Holdings LLC190,546$18.46M0.1%+4.0%0.162%
2/17/2025 NorthRock Partners LLC51,728$5.01M0.2%+1,634.1%0.044%
2/17/2025 Obsidian Personal Planning Solutions LLC71,743$7.30M3.5%+9.0%0.061%
2/17/2025 Laird Norton Wetherby Wealth Management LLC2,169$210K0.0%-40.5%0.002%
2/17/2025 LifePlan Investment Advisors Inc.19,367$1.88M1.2%+44.5%0.016%
2/17/2025 Investor s Fiduciary Advisor Network LLC13,069$1.27M0.5%N/A0.011%
2/17/2025 Guardian Wealth Advisors LLC NC80,224$7.77M0.6%+38,101.9%0.068%
2/17/2025 Gen Wealth Partners Inc57,479$5.57M2.4%+8.4%0.049%
2/17/2025 Gotham Asset Management LLC2,535$245K0.0%N/A0.002%
2/17/2025 Focus Partners Wealth542,568$52.54M0.1%+11.8%0.461%
2/17/2025 Fiduciary Trust Co37,999$3.68M0.0%+0.7%0.032%
2/17/2025 Fullcircle Wealth LLC21,683$2.27M1.0%+36.4%0.018%
2/17/2025 Clark Capital Management Group Inc.14,624$1.42M0.0%-3.2%0.012%
2/17/2025 EP Wealth Advisors LLC252,324$24.43M0.2%-33.1%0.215%
2/17/2025 CoreCap Advisors LLC52,329$5.07M0.2%+17.5%0.044%
2/17/2025 Covenant Partners LLC251,846$24.39M7.5%+9.0%0.214%
2/17/2025 Cresset Asset Management LLC107,252$10.39M0.0%-4.9%0.091%
2/17/2025 Cambridge Investment Research Advisors Inc.360,305$34.89M0.1%+22.0%0.306%
2/17/2025 Cetera Investment Advisers1,781,913$172.54M0.4%+19.1%1.515%
2/17/2025 BOKF NA294,536$28.49M0.5%+0.3%0.250%
2/17/2025 Cahill Financial Advisors Inc.22,439$2.17M0.3%-2.3%0.019%
2/17/2025 Citadel Advisors LLC8,763$849K0.0%-11.1%0.007%
2/17/2025 Captrust Financial Advisors266,818$25.84M0.1%+12.6%0.227%
2/17/2025 Cardiff Park Advisors LLC11,212$1.09M0.1%-2.2%0.010%
2/17/2025 Cary Street Partners Financial LLC350,669$33.96M1.1%N/A0.298%
2/17/2025 Baird Financial Group Inc.196,210$19.00M0.0%+9.5%0.167%
2/17/2025 Baker Avenue Asset Management LP433,935$42.02M1.3%+0.4%0.369%
2/17/2025 Beverly Hills Private Wealth LLC3,438$333K0.1%-11.7%0.003%
2/17/2025 Bank of America Corp DE5,086,477$492.52M0.0%+17.2%4.325%
2/17/2025 Benjamin Edwards Inc.21,036$2.04M0.0%+19.7%0.018%
2/17/2025 Ameriprise Financial Inc.1,609,886$155.89M0.0%+11.0%1.369%
2/17/2025 Ancora Advisors LLC55,270$5.35M0.1%+17.6%0.047%
2/17/2025 Aptus Capital Advisors LLC123,326$11.94M0.1%+193.0%0.105%
2/17/2025 Advocacy Wealth Management Services LLC458,465$44.39M3.4%+53.5%0.390%
2/17/2025 Allegheny Financial Group14,993$1.45M0.4%+16.5%0.013%
2/14/2025 Gallagher Fiduciary Advisors LLC5,702$552K0.1%+44.0%0.005%
2/14/2025 Mercer Global Advisors Inc. ADV240,005$23.24M0.1%-0.8%0.204%
2/14/2025 Keel Point LLC14,572$1.41M0.1%+5.2%0.012%
2/14/2025 FAS Wealth Partners Inc.408,815$39.59M3.3%+3.2%0.348%
2/14/2025 LGT Financial Advisors LLC7,168$694K1.5%+22.6%0.006%
2/14/2025 Eagle Strategies LLC2,360$229K0.0%+5.6%0.002%
2/14/2025 Jane Street Group LLC91,534$8.86M0.0%-89.0%0.078%
2/14/2025 Rehmann Capital Advisory Group10,609$1.03M0.1%-75.9%0.009%
2/14/2025 Bison Wealth LLC11,804$1.14M0.3%-61.5%0.010%
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2/14/2025 Comerica Bank70,535$6.83M0.0%+11.9%0.060%
2/14/2025 Lido Advisors LLC3,031$293K0.0%+51.9%0.003%
2/14/2025 Northern Trust Corp63,119$6.11M0.0%-8.1%0.054%
2/14/2025 Bellwether Advisors LLC337$33K0.0%N/A0.000%
2/14/2025 Beacon Pointe Advisors LLC518,328$50.19M0.6%+1.7%0.441%
2/14/2025 Mendel Capital Management LLC12,815$1.24M0.8%-2.6%0.011%
2/14/2025 Betterment LLC5,842$566K0.0%-1.8%0.005%
2/14/2025 Berger Financial Group Inc25,100$2.43M0.2%+2.0%0.021%
2/14/2025 Gerber Kawasaki Wealth & Investment Management4,148$402K0.0%-3.5%0.004%
2/14/2025 Prosperity Consulting Group LLC111,545$10.80M0.8%+33.9%0.095%
(Data available from 1/1/2016 forward)

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EFG Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of EFG shares?

During the previous two years, 1,032 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 915 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), Park Avenue Securities LLC ($2.71M), JPMorgan Chase & Co. ($2.12M), and Jane Street Group LLC ($2.08M).

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

Institutional investors have bought a total of 98,126,894 shares in the last 24 months. This purchase volume represents approximately $9.57B in transactions.

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

Of the 628 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), LPL Financial LLC ($1.31M), Osaic Holdings Inc. ($1.23M), Morgan Stanley ($1.14M), Envestnet Portfolio Solutions Inc. ($1.01M), and Jones Financial Companies Lllp ($956.56K).

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

Institutional investors have sold a total of 45,607,273 shares in the last 24 months. This volume of shares sold represents approximately $4.27B in transactions.


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This page (BATS:EFG) was last updated on 3/28/2025 by MarketBeat.com Staff
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