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iShares MSCI EAFE Growth ETF (EFG) Institutional Ownership

iShares MSCI EAFE Growth ETF logo
$101.09 +4.99 (+5.19%)
As of 01/22/2025 03:59 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)
581
Total
Institutional Inflows
(last 12 months)
$4.16B
Number of
Institutional Sellers
(last 12 months)
439
Total
Institutional Outflows
(last 12 months)
$1.98B
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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
1/22/2025Mayflower Financial Advisors LLC69,386$6.72M1.0%+25.3%0.059%
1/22/2025Spectrum Planning & Advisory Services Inc.56,654$5.49M4.8%+6.7%0.048%
1/22/2025Watershed Private Wealth LLC105,141$10.18M4.0%+19.8%0.089%
1/22/2025Patriot Financial Group Insurance Agency LLC17,658$1.71M0.2%+24.0%0.015%
1/22/2025Aspire Capital Advisors LLC3,355$325K0.1%-6.5%0.003%
1/22/2025Perigon Wealth Management LLC149,082$14.63M0.4%+15.5%0.127%
1/22/2025Hutchens & Kramer Investment Management Group LLC18,327$1.78M1.0%+5.8%0.016%
1/22/2025Forte Asset Management LLC72,891$7.06M3.7%-2.1%0.062%
1/22/2025Revolve Wealth Partners LLC50,417$4.88M0.5%+12.2%0.043%
1/22/2025W Advisors LLC39,496$3.82M2.4%+5.8%0.034%
1/22/2025FFG Retirement Advisors LLC39,624$3.84M2.5%+3.1%0.034%
1/22/2025FSC Wealth Advisors LLC6,263$606K0.4%+35.2%0.005%
1/22/2025BankPlus Wealth Management LLC25,568$2.48M1.8%N/A0.022%
1/22/2025Foundations Investment Advisors LLC881,449$85.35M1.6%+30.4%0.750%
1/22/2025West Wealth Group LLC195,244$18.91M5.6%+14.2%0.166%
1/22/2025Mount Yale Investment Advisors LLC57,932$5.61M0.5%-4.0%0.049%
1/22/2025Cobblestone Asset Management LLC76,428$7.40M4.8%+16.9%0.065%
1/22/2025Two West Capital Advisors LLC9,845$953K0.8%+15.4%0.008%
1/22/2025Blue Trust Inc.144,725$14.01M0.2%-14.1%0.123%
1/22/2025Kingswood Wealth Advisors LLC28,894$2.80M0.2%+12.6%0.025%
1/22/2025Legacy Financial Group LLC60,175$5.83M0.0%+13.2%0.051%
1/22/2025Empirical Financial Services LLC d.b.a. Empirical Wealth Management117,375$11.37M0.3%+8.6%0.100%
1/21/2025 SWP Financial LLC33,601$3.25M2.0%N/A0.029%
1/21/2025 Embree Financial Group30,462$2.95M0.5%-19.4%0.026%
1/21/2025 RTD Financial Advisors Inc.208,343$20.17M2.6%+1.3%0.177%
1/21/2025 Duncan Williams Asset Management LLC12,588$1.22M0.5%+7.6%0.011%
1/21/2025 Affiance Financial LLC29,260$2.83M0.7%-5.0%0.025%
1/21/2025 Patton Albertson Miller Group LLC32,588$3.16M0.4%-2.8%0.028%
1/21/2025 Jacksonville Wealth Management LLC16,853$1.63M1.5%N/A0.014%
1/21/2025 Merkkuri Wealth Advisors LLC17,413$1.69M1.3%+19.4%0.015%
1/21/2025 Flagship Harbor Advisors LLC32,564$3.15M0.2%+47.5%0.028%
1/21/2025 B.O.S.S. Retirement Advisors LLC33,103$3.21M0.9%+656.3%0.028%
1/21/2025 Cedar Mountain Advisors LLC372$36K0.0%N/A0.000%
1/21/2025 CFS Investment Advisory Services LLC221,063$21.41M1.9%-44.2%0.188%
1/21/2025 Lantz Financial LLC41,470$4.02M1.1%+14.5%0.035%
1/21/2025 Cyndeo Wealth Partners LLC26,093$2.53M0.2%+30.8%0.022%
1/21/2025 Geneos Wealth Management Inc.32,427$3.14M0.1%+2.1%0.028%
1/21/2025 DGS Capital Management LLC6,620$641K0.2%-14.2%0.006%
1/21/2025 Firethorn Wealth Partners LLC53,646$5.20M2.6%+5.3%0.046%
1/21/2025 Sachetta LLC5,717$554K0.2%+9.6%0.005%
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1/21/2025 Wolff Financial Management LLC3,865$374K0.1%-7.6%0.003%
1/21/2025 Impact Partnership Wealth LLC2,169$210K0.0%N/A0.002%
1/21/2025 Sound Income Strategies LLC9,018$873K0.1%+47.3%0.008%
1/21/2025 LexAurum Advisors LLC6,842$662K0.1%+2.3%0.006%
1/21/2025 RFG Advisory LLC105,480$10.21M0.3%+9.5%0.090%
1/21/2025 ONE Advisory Partners LLC135,125$13.08M5.8%+18.9%0.115%
1/21/2025 McGlone Suttner Wealth Management Inc.3,101$300K0.1%+36.3%0.003%
1/21/2025 Cornerstone Wealth Management LLC3,864$374K0.0%-7.0%0.003%
1/21/2025 Brighton Jones LLC53,985$5.23M0.2%+2.4%0.046%
1/21/2025 Montecito Bank & Trust5,621$544K0.1%-6.4%0.005%
1/17/2025 Cerro Pacific Wealth Advisors LLC46,553$4.51M1.5%+71.6%0.040%
1/17/2025 Apeiron RIA LLC58,982$5.71M1.6%+0.2%0.050%
1/17/2025 Veracity Capital LLC3,307$320K0.1%N/A0.003%
1/17/2025 Madrona Financial Services LLC33,265$3.22M0.9%-37.2%0.028%
1/17/2025 Cedar Point Capital Partners LLC73,777$7.14M4.8%+2.9%0.063%
1/17/2025 Goldstein Advisors LLC2,332$226K0.0%-10.9%0.002%
1/17/2025 Market Street Wealth Management Advisors LLC25,783$2.50M0.4%+7.7%0.022%
1/17/2025 Avior Wealth Management LLC87,976$8.52M0.3%+9,102.5%0.075%
1/17/2025 Endeavor Private Wealth Inc.35,778$3.46M3.3%N/A0.030%
1/17/2025 Raleigh Capital Management Inc.15,142$1.47M0.6%+15.7%0.013%
1/17/2025 Adirondack Trust Co.309$30K0.0%-59.8%0.000%
1/17/2025 Mutual Advisors LLC44,157$4.33M0.1%+6.5%0.038%
1/17/2025 Janney Montgomery Scott LLC1,651,191$159.89M0.4%+18.7%1.404%
1/17/2025 Marino Stram & Associates LLC2,086$202K0.0%+8.5%0.002%
1/17/2025 Magnus Financial Group LLC7,381$715K0.1%+34.7%0.006%
1/17/2025 Daymark Wealth Partners LLC5,231$507K0.0%N/A0.004%
1/17/2025 Luts & Greenleigh Group Inc.8,740$846K0.8%+3.0%0.007%
1/17/2025 Missouri Trust & Investment Co460$45K0.0%N/A0.000%
1/17/2025 Dakota Wealth Management11,955$1.16M0.0%N/A0.010%
1/17/2025 Braun Bostich & Associates Inc.37,876$3.67M2.6%+15.3%0.032%
1/17/2025 Sheets Smith Wealth Management5,082$492K0.1%-6.3%0.004%
1/17/2025 White Pine Investment CO52,113$5.05M1.4%+10.2%0.044%
1/17/2025 Aspire Private Capital LLC14,033$1.36M0.3%+19.7%0.012%
1/17/2025 Octavia Wealth Advisors LLC311,871$30.20M3.7%+3.9%0.265%
1/17/2025 Atomi Financial Group Inc.9,844$953K0.0%+18.7%0.008%
1/16/2025 Lmcg Investments LLC7,173$695K0.0%-13.0%0.006%
1/16/2025 Koshinski Asset Management Inc.4,056$393K0.0%-3.5%0.003%
1/16/2025 Wealthquest Corp57,889$5.61M0.5%+7.2%0.049%
1/16/2025 FLC Capital Advisors2,671$259K0.1%-15.3%0.002%
1/16/2025 Mechanics Bank Trust Department15,780$1.53M0.2%-35.7%0.013%
1/16/2025 Diversify Advisory Services LLC33,420$3.23M0.2%-12.2%0.028%
1/16/2025 LVW Advisors LLC36,753$3.56M0.4%+138.8%0.031%
1/16/2025 Client 1ST Advisory Group LLC58,185$5.63M2.2%N/A0.049%
1/16/2025 My Legacy Advisors LLC39,882$3.88M1.5%+14.0%0.034%
1/16/2025 Maiden Cove Capital LLC7,211$698K1.3%-6.9%0.006%
1/16/2025 Kelly Financial Services LLC5,908$573K0.2%+35.1%0.005%
1/16/2025 Perkins Coie Trust Co309$30K0.0%N/A0.000%
1/15/2025 Ameritas Advisory Services LLC11,955$1.16M0.0%-62.0%0.010%
1/15/2025 CGN Advisors LLC3,383$328K0.0%-17.3%0.003%
1/15/2025 Arkadios Wealth Advisors11,008$1.07M0.1%+8.4%0.009%
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1/15/2025 Dominguez Wealth Management Solutions Inc.29,416$2.85M2.1%+1.4%0.025%
1/15/2025 TrueWealth Advisors LLC4,840$469K0.2%+24.0%0.004%
1/15/2025 Retirement Wealth Solutions LLC23,522$2.28M1.9%N/A0.020%
1/15/2025 Cranbrook Wealth Management LLC80,980$7.84M1.8%-0.7%0.069%
1/15/2025 Merit Financial Group LLC259,698$25.15M0.5%+237.3%0.221%
1/15/2025 Wealthcare Advisory Partners LLC4,918$476K0.0%-39.5%0.004%
1/15/2025 Procyon Advisors LLC4,283$415K0.0%N/A0.004%
1/15/2025 Total Wealth Planning LLC21,379$2.07M0.3%+58.1%0.018%
1/15/2025 RDA Financial Network11,953$1.16M0.3%+55.7%0.010%
1/15/2025 First Pacific Financial39,252$3.80M0.9%+0.5%0.033%
(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, 947 institutional investors and hedge funds held shares of iShares MSCI EAFE Growth ETF. The most heavily invested institutionals were Envestnet Asset Management Inc. ($2.72B), Jones Financial Companies Lllp ($812.07M), LPL Financial LLC ($676.13M), JPMorgan Chase & Co. ($638.42M), Axiom Advisory LLC ($562.61M), Morgan Stanley ($384.46M), and Envestnet Portfolio Solutions Inc. ($382.82M).Learn more on EFG's institutional investors.

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

Of the 835 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. ($21.01M), Envestnet Portfolio Solutions Inc. ($4.76M), LPL Financial LLC ($4.61M), JPMorgan Chase & Co. ($3.66M), SageView Advisory Group LLC ($2.79M), Park Avenue Securities LLC ($2.71M), 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 84,711,933 shares in the last 24 months. This purchase volume represents approximately $8.16B in transactions.

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

Of the 607 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. ($18.50M), JPMorgan Chase & Co. ($2.39M), LPL Financial LLC ($1.72M), Osaic Holdings Inc. ($1.23M), Park Avenue Securities LLC ($1.15M), Morgan Stanley ($1.14M), and Envestnet Portfolio Solutions Inc. ($1.01M).

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

Institutional investors have sold a total of 47,993,675 shares in the last 24 months. This volume of shares sold represents approximately $4.43B in transactions.


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This page (BATS:EFG) was last updated on 1/23/2025 by MarketBeat.com Staff
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