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iShares MSCI EAFE ETF (EFA) Institutional Ownership

iShares MSCI EAFE ETF logo
$83.76 +1.10 (+1.33%)
As of 04/24/2025 04:10 PM Eastern

Institutional Ownership Changes (13F Filings) for iShares MSCI EAFE ETF (NYSEARCA:EFA)

Current
Institutional Ownership
Percentage
79.80%
Number of
Institutional Buyers
(last 12 months)
1172
Total
Institutional Inflows
(last 12 months)
$5.56B
Number of
Institutional Sellers
(last 12 months)
1017
Total
Institutional Outflows
(last 12 months)
$3.73B
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EFA Institutional Buying and Selling by Quarter

iShares MSCI EAFE ETF Major Shareholders & Ownership History

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
4/24/2025Cornerstone Advisors Asset Management LLC53,189$4.35M0.9%-0.7%0.008%
4/24/2025 Golden State Wealth Management LLC10,825$885K0.1%-8.4%0.002%
4/24/2025Confluence Wealth Services Inc.553,163$45.72M2.9%+10.1%0.079%
4/24/2025Crescent Grove Advisors LLC53,397$4.36M0.5%-0.6%0.008%
4/24/2025Allspring Global Investments Holdings LLC794,901$64.97M0.1%+3.9%0.113%
4/24/2025Highland Capital Management LLC14,171$1.16M0.1%+3.7%0.002%
4/24/2025TPG Advisors LLC3,185$260K0.2%+10.3%0.000%
4/24/2025BSW Wealth Partners68,012$5.56M0.8%-2.7%0.010%
4/24/20253Chopt Investment Partners LLC637$52K0.0%N/A0.000%
4/24/2025Reston Wealth Management LLC8,189$669K0.3%-1.7%0.001%
4/24/2025Bartlett & CO. Wealth Management LLC166,502$13.61M0.2%+1.1%0.024%
4/24/2025Transcend Capital Advisors LLC26,727$2.18M0.2%-10.7%0.004%
4/24/2025Aspect Partners LLC95,002$7.77M4.4%+2,754.6%0.014%
4/24/2025Trust Co. of Vermont20,783$1.70M0.1%+1.9%0.003%
4/24/2025Santori & Peters Inc.50,399$4.12M1.7%-7.3%0.007%
4/24/2025Park Place Capital Corp4,360$356K0.1%-78.5%0.001%
4/24/2025Diversified Trust Co130,783$10.69M0.3%-0.5%0.019%
4/24/2025Holistic Planning LLC2,540$208K0.1%N/A0.000%
4/24/2025PDS Planning Inc2,460$201K0.0%N/A0.000%
4/24/2025Kraft Davis & Associates LLC2,581$213K0.1%N/A0.000%
4/24/2025Bank of Stockton2,700$221K0.1%-23.7%0.000%
4/24/20254Thought Financial Group Inc.87,557$7.16M4.4%-8.1%0.012%
4/23/2025 KG&L Capital Management LLC24,196$1.98M0.6%+5.4%0.003%
4/23/2025 Trellis Wealth Advisors LLC3,800$311K0.2%N/A0.001%
4/23/2025 Balefire LLC28,727$2.35M0.8%N/A0.004%
4/23/2025 Penobscot Investment Management Company Inc.32,313$2.64M0.2%-3.8%0.005%
4/23/2025 Western Wealth Management LLC48,791$3.99M0.3%+14.9%0.007%
4/23/2025 Sequoia Financial Advisors LLC66,953$5.47M0.0%+259.7%0.010%
4/23/2025 Pure Financial Advisors LLC110,664$9.05M0.2%-4.7%0.016%
4/23/2025 Perigon Wealth Management LLC137,818$11.26M0.3%-6.5%0.020%
4/23/2025 Omnia Family Wealth LLC2,814$230K0.1%N/A0.000%
4/23/2025 Inman Jager Wealth Management LLC31,742$2.59M1.9%+1.3%0.005%
4/23/2025 Alpine Bank Wealth Management18,594$1.52M0.2%N/A0.003%
4/23/2025 Financial Life Planners23,839$1.95M1.9%-37.7%0.003%
4/23/2025 HBK Sorce Advisory LLC31,922$2.61M0.1%-7.8%0.005%
4/23/2025 Pinnacle Bancorp Inc.59,167$4.84M1.6%+0.4%0.008%
4/23/2025 Alpha Financial Advisors LLC3,434$281K0.1%-45.0%0.000%
4/23/2025 Golden State Wealth Management LLC21,649$1.77M0.1%+83.2%0.003%
4/23/2025 Bessemer Group Inc.75,016$6.13M0.0%+1.6%0.011%
4/23/2025 Corundum Group Inc.125,650$10.27M4.9%-11.1%0.018%
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4/23/2025 Aurora Private Wealth Inc.76,183$6.23M0.2%+2,358.3%0.011%
4/23/2025 Olympus Wealth Management LLC39,001$3.19M1.4%-7.2%0.006%
4/23/2025 Spire Wealth Management146,429$11.97M0.4%-0.6%0.021%
4/23/2025 Gray Private Wealth LLC111,542$9.12M5.5%+4.4%0.016%
4/23/2025 Daymark Wealth Partners LLC31,554$2.58M0.1%-20.6%0.004%
4/23/2025 Steph & Co.17,666$1.44M0.5%-14.1%0.003%
4/23/2025 Archford Capital Strategies LLC3,440$281K0.0%-14.6%0.000%
4/23/2025 Financial Enhancement Group LLC110,489$9.10M1.4%-5.3%0.016%
4/23/2025 Strategic Investment Advisors MI15,554$1.27M0.1%-3.6%0.002%
4/23/2025 Horizon Bancorp Inc. IN107,622$8.80M5.0%+1.8%0.015%
4/23/2025 International Assets Investment Management LLC5,476$448K0.0%-2.9%0.001%
4/23/2025 Pacific Sage Partners LLC6,754$552K0.1%+17.8%0.001%
4/23/2025 Harbour Capital Advisors LLC19,285$1.55M0.4%+7.7%0.003%
4/23/2025 Navis Wealth Advisors LLC2,802$229K0.2%-37.9%0.000%
4/23/2025 New Covenant Trust Company N.A.7,104$586K0.6%+66.8%0.001%
4/23/2025 Balboa Wealth Partners2,663$218K0.1%N/A0.000%
4/23/2025 Pacific Financial Group Inc.4,895$400K0.3%-3.9%0.001%
4/23/2025 Chevy Chase Trust Holdings LLC81,571$6.67M0.0%-1.1%0.012%
4/23/2025 BridgePort Financial Solutions LLC10,649$870K0.4%+13.1%0.002%
4/23/2025 Ledyard National Bank15,216$1.24M0.1%-8.4%0.002%
4/23/2025 Embree Financial Group22,816$1.87M0.3%-13.2%0.003%
4/23/2025 Keudell Morrison Wealth Management10,772$880K0.2%+2.3%0.002%
4/23/2025 Integris Wealth Management LLC4,575$374K0.1%-6.5%0.001%
4/23/2025 Smith & Howard Wealth Management LLC52,747$4.31M1.2%-0.7%0.008%
4/23/2025 WoodTrust Financial Corp957,924$78.29M11.0%+7.4%0.136%
4/23/2025 Legacy Advisors LLC4,401$360K0.0%+48.8%0.001%
4/23/2025 GHP Investment Advisors Inc.4,899$400K0.0%-5.8%0.001%
4/23/2025 Foundation Wealth Management LLC PA81,833$6.69M3.2%-3.3%0.012%
4/23/2025 SC&H Financial Advisors Inc.11,983$979K0.2%-3.3%0.002%
4/23/2025 Chapin Davis Inc.13,658$1.12M0.4%-2.3%0.002%
4/23/2025 Valmark Advisers Inc.791,489$64.69M1.0%+1.8%0.113%
4/23/2025 Oppenheimer & Co. Inc.166,854$13.64M0.2%+6.0%0.024%
4/23/2025 Oppenheimer Asset Management Inc.329,993$26.97M0.3%+3.5%0.047%
4/23/2025 Crewe Advisors LLC74,186$6.06M0.9%+3.2%0.011%
4/23/2025 Continuum Advisory LLC5,059$413K0.1%-8.4%0.001%
4/22/2025 Wetzel Investment Advisors Inc.5,464$447K0.2%-6.0%0.001%
4/22/2025 Diversified Portfolios Inc.14,355$1.17M0.1%-1.0%0.002%
4/22/2025 Park Capital Management LLC WI9,689$792K0.9%-16.6%0.001%
4/22/2025 XML Financial LLC41,630$3.40M0.3%-11.0%0.006%
4/22/2025 JFS Wealth Advisors LLC48,409$3.96M0.3%+0.3%0.007%
4/22/2025 Antonelli Financial Advisors LLC107,680$8.80M7.1%-13.0%0.015%
4/22/2025 Moser Wealth Advisors LLC2,830$231K0.1%N/A0.000%
4/22/2025 Flagship Harbor Advisors LLC10,488$857K0.0%+2.3%0.001%
4/22/2025 Rodgers & Associates LTD2,616$214K0.0%N/A0.000%
4/22/2025 Duncker Streett & Co. Inc.5,151$421K0.1%-29.3%0.001%
4/22/2025 First Bancorp Inc ME 18,431$1.51M1.0%+2.8%0.003%
4/22/2025 Cambridge Investment Research Advisors Inc.406,594$33.23M0.1%+2.3%0.058%
4/22/2025 Wolff Wiese Magana LLC7,749$633K0.4%+64.6%0.001%
4/22/2025 Atticus Wealth Management LLC22,627$1.85M0.6%-7.1%0.003%
4/22/2025 Flower City Capital59,629$4.87M3.2%-1.3%0.008%
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4/22/2025 Constellation Investments Inc.188,431$15.40M0.7%-31.1%0.027%
4/22/2025 Ellis Investment Partners LLC21,463$1.75M0.4%+1.2%0.003%
4/22/2025 Guyasuta Investment Advisors Inc.2,725$223K0.0%-20.7%0.000%
4/22/2025 Axos Invest Inc.4,545$371K0.3%-7.1%0.001%
4/22/2025 MPS Loria Financial Planners LLC32,889$2.69M0.8%+8.0%0.005%
4/22/2025 Matrix Asset Advisors Inc. NY14,764$1.21M0.1%-3.6%0.002%
4/22/2025 Rappaport Reiches Capital Management LLC2,620$214K0.1%N/A0.000%
4/22/2025 Inlight Wealth Management LLC1,261$103K0.0%N/A0.000%
4/22/2025 Garde Capital Inc.9,993$817K0.0%-10.0%0.001%
4/22/2025 Savior LLC11,893$972K5.8%-7.5%0.002%
(Data available from 1/1/2016 forward)

EFA Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of EFA shares?

During the previous two years, 2,119 institutional investors and hedge funds held shares of iShares MSCI EAFE ETF. The most heavily invested institutionals were BlackRock Inc. ($5.52B), Morgan Stanley ($1.68B), JPMorgan Chase & Co. ($1.67B), Northern Trust Corp ($1.57B), Jane Street Group LLC ($1.05B), FMR LLC ($715.21M), and PNC Financial Services Group Inc. ($674.42M).Learn more on EFA's institutional investors.

What percentage of iShares MSCI EAFE ETF stock is owned by institutional investors?

79.80% of iShares MSCI EAFE ETF stock is owned by institutional investors. Learn more on EFA's institutional investor holdings.

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

Of the 1,729 institutional investors that purchased iShares MSCI EAFE ETF stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Envestnet Asset Management Inc. ($28.57M), BlackRock Inc. ($10.79M), SG Americas Securities LLC ($8.42M), JPMorgan Chase & Co. ($6.79M), Mackenzie Financial Corp ($5.81M), Causeway Capital Management LLC ($4.79M), and Capital International Investors ($4.69M).

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

Institutional investors have bought a total of 181,390,216 shares in the last 24 months. This purchase volume represents approximately $13.50B in transactions.

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

Of the 1,442 institutional investors that sold iShares MSCI EAFE ETF stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Envestnet Asset Management Inc. ($29.05M), JPMorgan Chase & Co. ($8.93M), Ameriprise Financial Inc. ($6.44M), Board of Trustees of The Leland Stanford Junior University ($4.80M), SG Americas Securities LLC ($3.55M), Stairway Partners LLC ($3.06M), and Halbert Hargrove Global Advisors LLC ($2.93M).

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

Institutional investors have sold a total of 124,187,654 shares in the last 24 months. This volume of shares sold represents approximately $9.27B in transactions.



This page (NYSEARCA:EFA) was last updated on 4/25/2025 by MarketBeat.com Staff
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