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iShares MSCI EAFE Growth ETF (EFG) Institutional Ownership

iShares MSCI EAFE Growth ETF logo
$96.99 -0.68 (-0.70%)
(As of 12/20/2024 ET)
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Institutional Ownership Changes (13F Filings) for iShares MSCI EAFE Growth ETF (BATS:EFG)

Number of
Institutional Buyers
(last 12 months)
550
Total
Institutional Inflows
(last 12 months)
$4.00B
Number of
Institutional Sellers
(last 12 months)
459
Total
Institutional Outflows
(last 12 months)
$2.03B
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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
12/16/2024 SMART Wealth LLC2,118$228K0.1%N/A0.002%
12/13/2024 B. Riley Wealth Advisors Inc.204,133$21.71M0.6%-16.5%0.174%
12/10/2024 DGS Capital Management LLC7,716$831K0.2%-7.3%0.007%
12/9/2024 Forthright Family Wealth Advisory LLC80,319$8.30M5.0%+70.9%0.068%
12/3/2024 Bush Investment Group LLC24,359$2.62M2.1%+3.1%0.021%
11/27/2024 Franklin Resources Inc.77,642$8.27M0.0%-7.1%0.066%
11/25/2024 Wilmington Savings Fund Society FSB11,747$1.27M0.0%N/A0.010%
11/25/2024 World Investment Advisors LLC14,454$1.56M0.0%-2.8%0.012%
11/25/2024 Sanctuary Advisors LLC1,155,317$114.31M0.7%+74.2%0.982%
11/22/2024 Stock Yards Bank & Trust Co.14,408$1.55M0.0%-71.6%0.012%
11/22/2024 Fulcrum Equity Management4,981$536K0.5%-15.1%0.004%
11/21/2024 Wealthquest Corp53,998$5.77M0.5%+9.9%0.046%
11/20/2024 SOA Wealth Advisors LLC.41,449$4.46M0.9%-1.4%0.035%
11/19/2024 Invst LLC147,810$15.91M1.9%-39.0%0.126%
11/18/2024 Rehmann Capital Advisory Group44,087$4.75M0.3%+1.9%0.037%
11/18/2024 TD Private Client Wealth LLC17,579$1.89M0.1%+61.3%0.015%
11/18/2024 Arete Wealth Advisors LLC38,924$4.18M0.3%+29.5%0.033%
11/18/2024 Coldstream Capital Management Inc.8,268$890K0.0%-10.1%0.007%
11/15/2024 MidWestOne Financial Group Inc.5,844$629K0.1%+5.1%0.005%
11/15/2024 High Falls Advisors Inc190,289$20.49M4.7%-9.0%0.162%
11/15/2024 M&T Bank Corp737,596$79.40M0.3%-7.0%0.627%
11/15/2024 Continuum Advisory LLC4,506$446K0.1%+12.1%0.004%
11/15/2024 SGL Investment Advisors Inc.5,935$587K0.3%N/A0.005%
11/15/2024 MML Investors Services LLC1,701,420$183.16M0.7%-4.7%1.447%
11/15/2024 Orion Portfolio Solutions LLC165,147$17.78M0.4%-8.8%0.140%
11/15/2024 EP Wealth Advisors LLC377,006$40.59M0.3%-8.3%0.321%
11/15/2024 Jane Street Group LLC835,333$89.92M0.0%+18,989.0%0.710%
11/15/2024 Kovitz Investment Group Partners LLC13,682$1.47M0.0%+74.2%0.012%
11/15/2024 Stifel Financial Corp524,997$56.52M0.1%-5.9%0.446%
11/15/2024 Swmg LLC82,097$8.13M3.4%+7.4%0.070%
11/15/2024 Redwood Investment Management LLC20,595$2.22M0.2%-0.5%0.018%
11/15/2024 Resurgent Financial Advisors LLC6,911$744K0.4%-10.2%0.006%
11/15/2024 Pinnacle Family Advisors LLC5,356$577K0.3%+39.0%0.005%
11/15/2024 IHT Wealth Management LLC131,994$14.21M0.4%+42.7%0.112%
11/15/2024 Integrated Wealth Concepts LLC431,644$46.47M0.6%+6.2%0.367%
11/15/2024 HighTower Advisors LLC233,982$25.17M0.0%-0.9%0.199%
11/15/2024 Ascent Group LLC22,173$2.39M0.2%-8.5%0.019%
11/15/2024 Benjamin Edwards Inc.17,576$1.89M0.0%N/A0.015%
11/15/2024 Kestra Investment Management LLC462,334$49.77M2.1%+22.4%0.393%
11/14/2024 Semmax Financial Advisors Inc.7,660$764K0.2%-3.1%0.007%
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11/14/2024 Tradition Wealth Management LLC46,873$5.05M0.4%-0.6%0.040%
11/14/2024 TRUE Private Wealth Advisors15,885$1.71M0.2%-9.2%0.014%
11/14/2024 Flow Traders U.S. LLC146,376$15.76M0.8%+191.0%0.124%
11/14/2024 Captrust Financial Advisors236,951$25.51M0.1%+1.7%0.201%
11/14/2024 Icon Wealth Advisors LLC290,236$31.24M2.6%+1.9%0.247%
11/14/2024 Rockefeller Capital Management L.P.21,747$2.34M0.0%+28.5%0.018%
11/14/2024 Financial Counselors Inc.15,163$1.63M0.0%+8.9%0.013%
11/14/2024 Fiduciary Trust Co37,742$4.06M0.1%+109.6%0.032%
11/14/2024 Stone House Investment Management LLC194,502$20.94M4.3%-4.6%0.165%
11/14/2024 First Commonwealth Financial Corp PA22,309$2.40M0.6%-3.9%0.019%
11/14/2024 True Vision MN LLC56,336$6.07M3.6%-2.4%0.048%
11/14/2024 CreativeOne Wealth LLC278,324$29.96M1.0%+40.3%0.237%
11/13/2024 Glenmede Trust Co. NA53,607$5.77M0.0%-6.0%0.046%
11/13/2024 Townsquare Capital LLC64,689$6.96M0.1%-3.7%0.055%
11/13/2024 Shum Financial Group Inc.14,512$1.48M1.2%N/A0.012%
11/13/2024 Avestar Capital LLC33,315$3.59M0.4%-1.9%0.028%
11/13/2024 FMR LLC1,052,713$113.33M0.0%-2.6%0.895%
11/13/2024 D.A. Davidson & CO.21,552$2.32M0.0%+3.8%0.018%
11/13/2024 Elios Financial Group Inc.14,624$1.57M0.7%N/A0.012%
11/13/2024 Patton Albertson Miller Group LLC33,532$3.61M0.5%+0.3%0.029%
11/13/2024 Bank of Montreal Can254,094$27.42M0.0%+0.7%0.216%
11/13/2024 Associated Banc Corp5,747$619K0.0%+9.0%0.005%
11/13/2024 Private Trust Co. NA10,147$1.09M0.1%-6.9%0.009%
11/13/2024 Diversified LLC13,773$1.48M0.2%+0.9%0.012%
11/13/2024Fisher Asset Management LLC3,822$412K0.0%-36.4%0.003%
11/12/2024 Cahill Financial Advisors Inc.22,979$2.47M0.3%-46.5%0.020%
11/12/2024 Centaurus Financial Inc.15,793$1.70M0.1%+28.8%0.013%
11/12/2024Larson Financial Group LLC11,864$1.28M0.1%-5.0%0.010%
11/12/2024 Wescott Financial Advisory Group LLC7,784$838K0.1%+12.2%0.007%
11/12/2024 Lane & Associates LLC64,064$6.90M3.8%+22.6%0.054%
11/12/2024 Kingsview Wealth Management LLC9,539$1.03M0.0%+5.4%0.008%
11/12/2024 Cerity Partners LLC21,137$2.28M0.0%+12.4%0.018%
11/12/2024 Optivise Advisory Services LLC9,815$1.06M0.6%N/A0.008%
11/12/2024 Great Valley Advisor Group Inc.21,076$2.27M0.1%+0.8%0.018%
11/12/2024 Flagstar Advisors Inc.4,095$441K0.1%-5.3%0.003%
11/12/2024 Stonebrook Private Inc.144,324$15.54M4.1%+30.5%0.123%
11/12/2024 Nwam LLC11,805$1.27M0.1%N/A0.010%
11/12/2024 Meridian Wealth Management LLC8,677$934K0.0%N/A0.007%
11/12/2024 Icon Wealth Advisors LLC892$96K0.0%-99.7%0.001%
11/12/2024 CFS Investment Advisory Services LLC396,162$42.65M3.6%-7.1%0.337%
11/12/2024 Raymond James Trust N.A.11,382$1.23M0.0%+1.7%0.010%
11/12/2024 Concorde Asset Management LLC27,482$2.96M1.7%+13.2%0.023%
11/9/2024 LPL Financial LLC6,280,782$676.13M0.3%-4.8%5.341%
11/8/2024 Citizens Financial Group Inc. RI12,749$1.37M0.0%-2.0%0.011%
11/8/2024 Commerce Bank61,210$6.59M0.0%-63.5%0.052%
11/8/2024 Avior Wealth Management LLC956$103K0.0%-14.7%0.001%
11/8/2024 PNC Financial Services Group Inc.1,189,878$128.09M0.1%-3.9%1.012%
11/8/2024 SouthState Corp772$83K0.0%N/A0.001%
11/8/2024 Vance Wealth Inc.26,426$2.85M1.1%-5.9%0.022%
11/8/2024 Spectrum Planning & Advisory Services Inc.53,097$5.72M5.5%+3.1%0.045%
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11/8/2024 Wrapmanager Inc.2,989$322K0.1%-9.8%0.003%
11/8/2024 BIP Wealth LLC10,439$1.12M0.1%-1.1%0.009%
11/7/2024 Tranquility Partners LLC3,229$348K0.1%-18.1%0.003%
11/7/2024 Vertex Planning Partners LLC21,685$2.33M0.6%+5.3%0.018%
11/7/2024 Pathstone Holdings LLC183,275$19.73M0.1%+1.3%0.156%
11/7/2024 Meeder Advisory Services Inc.29,870$3.22M0.2%+37.2%0.025%
11/7/2024 Semus Wealth Partners LLC6,159$663K0.5%+18.7%0.005%
11/7/2024 Cassaday & Co Wealth Management LLC221,855$23.88M0.7%-18.0%0.189%
11/7/2024 Mendel Capital Management LLC13,160$1.42M0.9%+15.6%0.011%
11/7/2024 MAI Capital Management4,570$492K0.0%+5.6%0.004%
(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, 936 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), Axiom Advisory LLC ($562.61M), JPMorgan Chase & Co. ($438.66M), 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 819 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 ($2.17M), 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 83,476,240 shares in the last 24 months. This purchase volume represents approximately $8.03B in transactions.

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

Of the 605 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. ($2.15M), 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 48,003,013 shares in the last 24 months. This volume of shares sold represents approximately $4.42B in transactions.


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This page (BATS:EFG) was last updated on 12/23/2024 by MarketBeat.com Staff
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