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iShares MSCI EAFE Growth ETF (EFG) Institutional Ownership

iShares MSCI EAFE Growth ETF logo
$108.36 +12.26 (+12.76%)
Closing price 08/5/2025 03:59 PM Eastern
Extended Trading
$108.62 +0.26 (+0.24%)
As of 04:00 AM 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)
732
Total
Institutional Inflows
(last 12 months)
$5.24B
Number of
Institutional Sellers
(last 12 months)
608
Total
Institutional Outflows
(last 12 months)
$5.03B
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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
8/5/2025Claro Advisors LLC34,249$3.84M0.6%-2.2%0.029%
8/5/2025Cassaday & Co Wealth Management LLC205,908$23.06M0.6%-0.9%0.175%
8/5/2025Pointe Capital Management LLC3,641$408K0.2%+55.5%0.003%
8/5/2025Prosperity Consulting Group LLC99,553$11.15M0.8%-0.5%0.085%
8/5/2025Huntington National Bank36,310$4.07M0.0%+25.9%0.031%
8/5/2025Key Financial Inc81,672$9.15M1.8%-2.0%0.069%
8/5/2025Optivise Advisory Services LLC8,843$990K0.5%-4.5%0.008%
8/5/2025Fullcircle Wealth LLC10,980$1.19M0.4%+5.7%0.009%
8/5/2025Bank of New York Mellon Corp964,344$108.01M0.0%+0.4%0.820%
8/5/2025Tsfg LLC333$37K0.0%-50.4%0.000%
8/5/2025Bank of Montreal Can229,732$25.73M0.0%-7.3%0.195%
8/5/2025Hutchens & Kramer Investment Management Group LLC10,580$1.18M0.5%-10.5%0.009%
8/5/2025Sigma Planning Corp11,184$1.25M0.0%-3.1%0.010%
8/5/2025MMA Asset Management LLC31,926$3.58M1.4%-53.2%0.027%
8/5/2025Wakefield Asset Management LLLP135,802$15.21M4.2%-1.3%0.115%
8/5/20255T Wealth LLC23,473$2.63M1.2%-15.7%0.020%
8/5/2025Mission Wealth Management LP3,219$360K0.0%-6.2%0.003%
8/5/2025TIAA Trust National Association668,262$74.85M0.2%+4.8%0.568%
8/5/2025Beam Wealth Advisors Inc.33,928$3.80M1.1%+6.4%0.029%
8/5/2025Lifeworks Advisors LLC6,749$756K0.1%+6.7%0.006%
8/4/2025 Integrity Alliance LLC.143,937$16.12M0.9%-47.7%0.122%
8/4/2025 Creative Financial Designs Inc. ADV9,222$1.03M0.1%-15.8%0.008%
8/4/2025 AMG National Trust Bank12,378$1.39M0.0%+5.5%0.011%
8/4/2025 Kovack Advisors Inc.2,798$313K0.0%-4.8%0.002%
8/4/2025 Merkkuri Wealth Advisors LLC10,469$1.17M0.9%-1.9%0.009%
8/4/2025 FWG Investments LLC.15,623$1.75M1.3%-0.8%0.013%
8/4/2025 UNIVEST FINANCIAL Corp6,203$695K0.0%-2.2%0.005%
8/4/2025 Atria Investments Inc196,131$21.97M0.3%+5.3%0.167%
8/4/2025 Savvy Advisors Inc.128,037$14.34M1.0%+10.6%0.109%
8/4/2025 MeadowBrook Investment Advisors LLC891$100K0.1%N/A0.001%
8/4/2025 Assetmark Inc.51,129$5.73M0.0%+20.2%0.043%
8/4/2025 Keybank National Association OH13,064$1.46M0.0%+24.4%0.011%
8/4/2025 Spire Wealth Management16,844$1.89M0.1%-13.4%0.014%
8/4/2025 Arkadios Wealth Advisors13,084$1.47M0.0%+0.9%0.011%
8/4/2025 World Investment Advisors27,505$3.08M0.1%-1.6%0.023%
8/4/2025 Flagship Harbor Advisors LLC22,632$2.54M0.1%+6.1%0.019%
8/4/2025 Daymark Wealth Partners LLC4,537$508K0.0%-49.1%0.004%
8/4/2025 Mayflower Financial Advisors LLC41,826$4.68M0.7%-4.9%0.036%
8/1/2025 FSA Advisors Inc.3,199$358K0.3%+22.0%0.003%
8/1/2025 Austin Private Wealth LLC286,910$32.13M2.5%-11.5%0.244%
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8/1/2025 James Investment Research Inc.7,235$810K0.1%+44.9%0.006%
8/1/2025 GGM Financials LLC6,475$725K0.1%+129.1%0.006%
8/1/2025 GWN Securities Inc.2,060$234K0.0%-85.6%0.002%
8/1/2025 Facet Wealth Inc.13,748$1.48M0.0%-19.8%0.012%
8/1/2025 Liberty Wealth Management LLC35,289$3.95M0.6%-82.6%0.030%
8/1/2025 Transcend Capital Advisors LLC10,456$1.17M0.1%-5.5%0.009%
8/1/2025 Koss Olinger Consulting LLC104,528$11.71M1.0%-4.8%0.089%
8/1/2025 Brookwood Investment Group LLC10,021$1.12M0.2%-9.8%0.009%
8/1/2025 Yukon Wealth Management Inc.39,904$4.47M1.6%+0.4%0.034%
8/1/2025 Ashton Thomas Private Wealth LLC74,921$8.39M0.3%+3.1%0.064%
8/1/2025 American Financial & Tax Strategies Inc.28,689$3.21M1.7%-0.4%0.024%
8/1/2025 Envestnet Asset Management Inc.16,920,944$1.90B0.6%+0.6%14.389%
7/31/2025 Wealthfront Advisers LLC8,774$983K0.0%+6.9%0.007%
7/31/2025 Atlatl Advisers LLC5,943$666K0.3%-3.4%0.005%
7/31/2025 VestGen Investment Management3,270$366K0.3%-11.3%0.003%
7/31/2025 Forte Asset Management LLC69,281$7.76M4.0%-6.7%0.059%
7/31/2025 Interchange Capital Partners LLC11,202$1.25M0.3%+1.3%0.010%
7/31/2025 Brighton Jones LLC53,811$6.03M0.2%-1.2%0.046%
7/31/2025 TSA Wealth Managment LLC68,548$7.68M2.8%-3.7%0.058%
7/31/2025 BIP Wealth LLC7,755$869K0.1%-22.6%0.007%
7/31/2025 Focus Partners Advisor Solutions LLC15,270$1.71M0.0%+62.0%0.013%
7/31/2025 Hobart Private Capital LLC3,449$386K0.1%-4.6%0.003%
7/31/2025 Glass Jacobson Investment Advisors llc454$51K0.0%-71.7%0.000%
7/31/2025 MN Wealth Advisors LLC4,055$454K0.3%+66.2%0.003%
7/30/2025 KPP Advisory Services LLC12,880$1.44M0.2%-6.0%0.011%
7/30/2025 Strategic Blueprint LLC134,043$15.01M0.7%-5.8%0.114%
7/30/2025 LifeWealth Investments LLC70,680$7.92M2.6%+25.0%0.060%
7/30/2025 Freedom Investment Management Inc.5,993$671K0.1%+26.0%0.005%
7/30/2025 Caliber Wealth Management LLC KS12,185$1.37M0.1%+15.2%0.010%
7/30/2025 Rehmann Capital Advisory Group9,461$1.06M0.1%-1.8%0.008%
7/30/2025 Covenant Partners LLC201,384$22.56M6.7%-3.5%0.171%
7/30/2025 Patten Group Inc.32,800$3.67M0.8%+9.4%0.028%
7/30/2025 Brookstone Capital Management62,200$6.97M0.1%+6.4%0.053%
7/30/2025 D.A. Davidson & CO.20,969$2.35M0.0%-2.6%0.018%
7/30/2025 LGT Financial Advisors LLC5,058$567K1.4%+3.3%0.004%
7/30/2025 Avidian Wealth Enterprises LLC19,474$2.18M0.1%-0.9%0.017%
7/30/2025 Bogart Wealth LLC4,425$496K0.0%+3.9%0.004%
7/30/2025 Financial Perspectives Inc3,872$434K0.1%+8.5%0.003%
7/30/2025 Canvas Wealth Advisors LLC9,309$1.03M0.2%+9.6%0.008%
7/29/2025 Accretive Wealth Partners LLC2,033$228K0.1%-13.9%0.002%
7/29/2025 Stephens Inc. AR3,997$448K0.0%+38.3%0.003%
7/29/2025 Wingate Wealth Advisors Inc.9,802$1.10M1.0%+7.4%0.008%
7/29/2025 Disciplined Investments LLC29,575$3.31M1.4%-0.4%0.025%
7/29/2025 Financial Synergies Wealth Advisors Inc.461,405$51.68M5.6%+1.0%0.392%
7/29/2025 International Assets Investment Management LLC2,151$241K0.0%-6.2%0.002%
7/29/2025 Swmg LLC53,300$5.88M2.0%+23.8%0.045%
7/29/2025 Quotient Wealth Partners LLC28,177$3.16M0.1%-9.0%0.024%
7/29/2025 Aspiriant LLC1,888$211K0.0%N/A0.002%
7/29/2025 Koshinski Asset Management Inc.4,551$510K0.0%+3.5%0.004%
7/29/2025 ShoreHaven Wealth Partners LLC31,092$3.48M1.4%+2.0%0.026%
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7/29/2025 Stratos Wealth Partners LTD.19,273$2.16M0.0%-76.7%0.016%
7/29/2025 Stratos Wealth Advisors LLC13,921$1.56M0.1%-1.4%0.012%
7/29/2025 Two West Capital Advisors LLC9,774$1.10M0.7%+23.7%0.008%
7/29/2025 SilverOak Wealth Management LLC1,834$205K0.0%N/A0.002%
7/29/2025 Empirical Asset Management LLC3,020$338K0.1%-18.1%0.003%
7/29/2025 Consilio Wealth Advisors LLC41,426$4.63M1.7%+234.1%0.035%
7/29/2025 Harbor Asset Planning Inc.316$35K0.0%N/A0.000%
7/29/2025 Barden Capital Management Inc.21,270$2.38M2.1%N/A0.018%
7/29/2025 Latitude Advisors LLC10,456$1.17M0.6%-15.8%0.009%
7/29/2025 Horst & Graben Wealth Management LLC116,529$13.05M2.2%-0.7%0.099%
(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, 1,068 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), Bank of America Corp DE ($492.52M), JPMorgan Chase & Co. ($487.03M), 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 922 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 ($2.79M), JPMorgan Chase & Co. ($2.12M), and Flow Traders U.S. LLC ($1.91M).

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

Institutional investors have bought a total of 51,666,155 shares in the last 24 months. This purchase volume represents approximately $5.17B in transactions.

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

Of the 606 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), Envestnet Portfolio Solutions Inc. ($2.73M), JPMorgan Chase & Co. ($2.64M), 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 49,921,039 shares in the last 24 months. This volume of shares sold represents approximately $5.03B in transactions.


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This page (BATS:EFG) was last updated on 8/6/2025 by MarketBeat.com Staff
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