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iShares MSCI EAFE Growth ETF (EFG) Institutional Ownership

iShares MSCI EAFE Growth ETF logo
$110.24 +14.15 (+14.72%)
Closing price 03:59 PM Eastern
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$109.89 -0.36 (-0.32%)
As of 04:16 PM Eastern
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Institutional Ownership Changes (13F Filings) for iShares MSCI EAFE Growth ETF (BATS:EFG)

Number of
Institutional Buyers
(last 12 months)
764
Total
Institutional Inflows
(last 12 months)
$3.89B
Number of
Institutional Sellers
(last 12 months)
634
Total
Institutional Outflows
(last 12 months)
$5.20B
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Skip Chart & View Institutional Buying and Selling Data

EFG Institutional Buying and Selling by Quarter

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
9/3/2025American Trust2,539$284K0.0%N/A0.002%
8/29/2025 Evolution Wealth Management Inc.3,474$389K0.5%N/A0.003%
8/29/2025 Centaurus Financial Inc.16,536$1.85M0.1%+1.8%0.014%
8/28/2025 Stark Wealth Management LLC16,920$1.85M2.6%N/A0.014%
8/27/2025 Barnes Wealth Management Group Inc17,441$1.95M1.2%+1.2%0.015%
8/27/2025 Orion Porfolio Solutions LLC132,233$14.81M0.1%+26.0%0.112%
8/27/2025 Seneca Financial Advisors LLC78,966$8.84M3.4%+525.4%0.067%
8/26/2025 Thrivent Financial for Lutherans219,785$24.62M0.1%-67.4%0.187%
8/19/2025 B. Riley Wealth Advisors Inc.58,779$6.58M0.3%N/A0.050%
8/19/2025 Advisory Services Network LLC51,011$5.48M0.1%-3.5%0.043%
8/19/2025 Asset Dedication LLC374$42K0.0%+1,526.1%0.000%
8/18/2025 Geneos Wealth Management Inc.32,681$3.66M0.1%+2.1%0.028%
8/18/2025 Kestra Investment Management LLC122,625$13.73M0.4%-70.5%0.104%
8/16/2025 Evergreen Capital Management LLC9,062$1.02M0.0%+263.8%0.008%
8/15/2025 High Falls Advisors Inc111,126$12.45M2.8%-5.8%0.094%
8/15/2025 Semmax Financial Advisors Inc.5,545$612K0.2%-2.3%0.005%
8/15/2025 Corient Private Wealth LLC314,718$35.25M0.0%+23.3%0.268%
8/15/2025 Equitable Holdings Inc.66,268$7.42M0.1%+2.0%0.056%
8/15/2025 Captrust Financial Advisors263,985$29.57M0.1%+0.2%0.224%
8/15/2025 Keel Point LLC17,294$1.94M0.1%+14.0%0.015%
8/15/2025 Montag & Caldwell LLC7,733$866K0.2%+237.1%0.007%
8/15/2025 Lantern Wealth Advisors LLC3,430$384K0.2%N/A0.003%
8/15/2025 Vident Advisory LLC2,539$284K0.0%N/A0.002%
8/15/2025 Visionary Wealth Advisors20,867$2.34M0.1%+0.5%0.018%
8/15/2025 Talisman Wealth Advisors LLC3,110$348K0.3%+6.4%0.003%
8/15/2025 Smartleaf Asset Management LLC9,576$1.07M0.1%+387.8%0.008%
8/15/2025 Snowden Capital Advisors LLC51,153$5.73M0.2%-10.2%0.043%
8/15/2025 Redwood Investment Management LLC16,070$1.80M0.2%-30.4%0.014%
8/15/2025 Oxford Financial Group LTD. LLC6,343$710K0.0%-4.5%0.005%
8/15/2025 Orion Porfolio Solutions LLC5,112$573K0.0%-95.1%0.004%
8/15/2025 Paces Ferry Wealth Advisors LLC15,098$1.69M0.8%-6.2%0.013%
8/15/2025 MML Investors Services LLC1,333,981$149.41M0.4%+8.0%1.134%
8/15/2025 Mendel Capital Management LLC16,489$1.85M1.1%+11.0%0.014%
8/15/2025 IHT Wealth Management LLC132,344$14.82M0.4%+2.4%0.113%
8/15/2025 Great Valley Advisor Group Inc.17,802$1.99M0.0%-14.2%0.015%
8/15/2025 Gallagher Fiduciary Advisors LLC4,272$478K0.0%+6.6%0.004%
8/15/2025 EP Wealth Advisors LLC206,514$23.13M0.2%-7.8%0.176%
8/15/2025 Benjamin Edwards Inc.10,306$1.15M0.0%+2.1%0.009%
8/15/2025 Bank of America Corp DE3,956,606$443.14M0.0%-4.1%3.364%
8/15/2025 Ameriprise Financial Inc.1,242,079$138.66M0.0%+1.1%1.056%
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8/14/2025 Ausdal Financial Partners Inc.3,714$416K0.0%+38.8%0.003%
8/14/2025 Raymond James Financial Inc.608,756$68.18M0.0%+6.5%0.518%
8/14/2025 Betterment LLC5,004$560K0.0%-24.9%0.004%
8/14/2025 Quantinno Capital Management LP12,341$1.38M0.0%+152.6%0.010%
8/14/2025 Diversify Advisory Services LLC13,166$1.46M0.1%-29.8%0.011%
8/14/2025 Peapack Gladstone Financial Corp10,621$1.19M0.0%-51.8%0.009%
8/14/2025 HUB Investment Partners LLC3,338$374K0.0%-14.7%0.003%
8/14/2025 Main Street Financial Solutions LLC3,473$389K0.0%-4.4%0.003%
8/14/2025 FAS Wealth Partners Inc.433,332$48.53M3.6%+5.4%0.368%
8/14/2025 Faithward Advisors LLC3,003$336K0.1%+18.5%0.003%
8/14/2025 NewEdge Advisors LLC548,610$61.44M0.3%+0.8%0.467%
8/14/2025 Qube Research & Technologies Ltd91,497$10.25M0.0%N/A0.078%
8/14/2025 Sentinus LLC55,890$6.26M1.5%-0.3%0.048%
8/14/2025 Obsidian Personal Planning Solutions LLC89,673$10.04M4.1%+3.4%0.076%
8/14/2025 Transce3nd LLC8,818$988K0.4%-5.2%0.007%
8/14/2025 Vertex Planning Partners LLC38,290$4.29M0.9%+2.8%0.033%
8/14/2025 Baker Avenue Asset Management LP440,876$49.38M1.4%+0.8%0.375%
8/14/2025 Balance Wealth LLC11,151$1.25M0.7%-21.6%0.009%
8/14/2025 BlackDiamond Wealth Management LLC19,512$2.17M1.3%-2.8%0.017%
8/14/2025 Cary Street Partners Financial LLC309,372$34.65M1.0%-11.5%0.263%
8/14/2025 Cerity Partners LLC93,714$10.51M0.0%+23.7%0.080%
8/13/2025 Quantum Portfolio Management LLC5,552$622K0.3%N/A0.005%
8/13/2025 Avestar Capital LLC24,718$2.77M0.2%+7.8%0.021%
8/13/2025 StoneX Group Inc.5,880$659K0.0%-24.8%0.005%
8/13/2025 Vance Wealth LLC22,436$2.51M0.8%-5.9%0.019%
8/13/2025 Cresset Asset Management LLC158,862$17.79M0.1%+49.0%0.135%
8/13/2025 Gateway Wealth Partners LLC18,249$2.04M0.4%+6.8%0.016%
8/13/2025 SCS Capital Management LLC5,401$605K0.0%-64.1%0.005%
8/13/2025 Milestone Investment Advisors LLC7,687$861K0.2%-4.3%0.007%
8/13/2025 Baird Financial Group Inc.171,319$19.19M0.0%+2.0%0.146%
8/13/2025 First Trust Advisors LP2,409$270K0.0%N/A0.002%
8/13/2025 Kilter Group LLC59,179$6.63M3.0%+1.8%0.050%
8/13/2025 EverSource Wealth Advisors LLC9,005$1.01M0.0%-8.4%0.008%
8/13/2025 Trek Financial LLC75,750$8.48M0.6%+1.0%0.064%
8/13/2025 CW Advisors LLC12,094$1.36M0.0%+0.8%0.010%
8/13/2025 JT Stratford LLC3,688$413K0.1%-3.6%0.003%
8/13/2025 Elios Financial Group Inc.8,000$896K0.4%-43.3%0.007%
8/13/2025 Twin Peaks Wealth Advisors LLC26,665$2.96M1.0%+8.9%0.023%
8/13/2025 WCG Wealth Advisors LLC39,018$4.37M0.3%+2.3%0.033%
8/13/2025 Beacon Pointe Advisors LLC490,315$54.92M0.6%+4.8%0.417%
8/13/2025 M&T Bank Corp618,385$69.26M0.2%-5.7%0.526%
8/13/2025 ARK & TLK Investments LLC17,490$1.96M0.6%-1.1%0.015%
8/13/2025 Van Hulzen Asset Management LLC71,510$8.01M0.7%+1.7%0.061%
8/13/2025 Forthright Family Wealth Advisory LLC84,089$9.42M6.0%-3.0%0.072%
8/13/2025 Advocacy Wealth Management Services LLC298,161$33.39M2.0%-1.4%0.254%
8/13/2025 Fisher Asset Management LLC4,422$495K0.0%+6.3%0.004%
8/13/2025 VestGen Advisors LLC19,843$2.22M0.1%-0.8%0.017%
8/13/2025 Lido Advisors LLC2,495$280K0.0%-9.5%0.002%
8/13/2025 Meridian Wealth Partners LLC210,816$23.61M3.4%+1.7%0.179%
8/13/2025 Wealthquest Corp64,282$7.20M0.6%+2.4%0.055%
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8/13/2025 Scotia Capital Inc.1,800$202K0.0%N/A0.002%
8/13/2025 Hsbc Holdings PLC24,372$2.73M0.0%+1.4%0.021%
8/13/2025 Northwestern Mutual Wealth Management Co.672,571$75.33M0.1%+3.2%0.572%
8/13/2025 Johnson Financial Group Inc.22,755$2.55M0.1%+0.9%0.019%
8/13/2025 Elevation Point Wealth Partners LLC37,823$4.24M0.3%-3.4%0.032%
8/13/2025 Hobbs Wealth Management LLC36,063$4.04M3.9%+4.6%0.031%
8/13/2025 Wambolt & Associates LLC20,039$2.23M0.8%-1.8%0.017%
8/13/2025 Choreo LLC241,126$27.01M0.4%-2.5%0.205%
8/13/2025 Maia Wealth LLC69,727$7.81M1.5%-5.8%0.059%
8/12/2025 Richmond Investment Services LLC3,876$434K0.1%N/A0.003%
(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, 1,087 institutional investors and hedge funds held shares of iShares MSCI EAFE Growth ETF. The most heavily invested institutionals were Envestnet Asset Management Inc. ($1.90B), LPL Financial LLC ($574.92M), Axiom Advisory LLC ($562.61M), Jones Financial Companies Lllp ($534.27M), JPMorgan Chase & Co. ($515.82M), Bank of America Corp DE ($443.14M), 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 946 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. ($15.17M), Envestnet Portfolio Solutions Inc. ($5.46M), LPL Financial LLC ($5.06M), Jane Street Group LLC ($4.27M), SageView Advisory Group LLC ($2.78M), Flow Traders U.S. LLC ($1.91M), and Modera Wealth Management LLC ($1.68M).

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

Institutional investors have bought a total of 38,968,262 shares in the last 24 months. This purchase volume represents approximately $3.89B in transactions.

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

Of the 634 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. ($2.90M), Envestnet Portfolio Solutions Inc. ($2.73M), Park Avenue Securities LLC ($1.62M), and CWM LLC ($1.52M).

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

Institutional investors have sold a total of 51,368,086 shares in the last 24 months. This volume of shares sold represents approximately $5.20B in transactions.


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This page (BATS:EFG) was last updated on 9/3/2025 by MarketBeat.com Staff
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