iShares MSCI EAFE Growth ETF (EFG) Institutional Ownership

$104.71
+0.17 (+0.16%)
(As of 05/17/2024 ET)

Institutional Ownership Changes (13F Filings) for iShares MSCI EAFE Growth ETF (BATS:EFG)

Number of
Institutional Buyers
(last 12 months)
555
Total
Institutional Inflows
(last 12 months)
$2.43B
Number of
Institutional Sellers
(last 12 months)
448
Total
Institutional Outflows
(last 12 months)
$3.37B
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EFG Institutional Buying and Selling by Quarter

iShares MSCI EAFE Growth ETF Major Shareholders & Ownership History

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
5/17/2024 Citizens Financial Group Inc. RI3,570$371K0.0%-2.7%0.003%
5/17/2024 Beacon Capital Management LLC684$71K0.0%+1,355.3%0.001%
5/17/2024 Semmax Financial Advisors Inc.4,098$422K0.1%+46.1%0.003%
5/17/2024 Pineridge Advisors LLC1,551$161K0.1%-17.3%0.001%
5/17/2024 Comerica Bank58,497$6.07M0.0%-6.2%0.050%
5/17/2024 Coppell Advisory Solutions Corp.2,522$262K0.0%N/A0.002%
5/16/2024 Jane Street Group LLC1,638,113$170.02M0.0%+320.9%1.393%
5/16/2024 Redwood Investment Management LLC14,866$1.54M0.1%-9.3%0.013%
5/16/2024 Global Financial Private Client LLC1,412$146K0.1%+18.2%0.001%
5/16/2024 B. Riley Wealth Advisors Inc.296,051$30.73M0.7%+65.8%0.252%
5/16/2024 Ancora Advisors LLC22,383$2.32M0.1%+108.6%0.019%
5/16/2024 Dynasty Wealth Management LLC42,086$4.37M0.1%N/A0.036%
5/16/2024 High Falls Advisors Inc135,587$14.07M3.5%+6.7%0.115%
5/16/2024 Icon Wealth Advisors LLC216,317$22.45M2.1%+6.4%0.184%
5/16/2024 Waverly Advisors LLC49,673$5.16M0.1%+193.8%0.042%
5/16/2024 Captrust Financial Advisors204,043$21.18M0.1%-36.4%0.174%
5/15/2024 Flow Traders U.S. LLC49,693$5.16M0.3%-77.8%0.042%
5/15/2024 Mount Yale Investment Advisors LLC49,173$5.10M0.4%+8.8%0.042%
5/15/2024 Price T Rowe Associates Inc. MD12,000$1.25M0.0%-5.8%0.010%
5/15/2024 BOKF NA296,857$30.70M0.6%+0.5%0.252%
5/15/2024 Kestra Advisory Services LLC340,508$35.34M0.2%+18.4%0.290%
5/15/2024 Steel Grove Capital Advisors LLC2,240$232K0.0%-30.5%0.002%
5/14/2024 JT Stratford LLC3,716$386K0.1%+7.2%0.003%
5/14/2024 First Commonwealth Financial Corp PA 24,749$2.57M0.7%+11.9%0.021%
5/14/2024 Axxcess Wealth Management LLC6,551$680K0.0%+84.5%0.006%
5/14/2024 EP Wealth Advisors LLC18,163$1.89M0.0%-5.7%0.015%
5/14/2024 OLD Mission Capital LLC147,039$15.26M0.3%N/A0.125%
5/14/2024 Freestone Capital Holdings LLC2,171$225K0.0%N/A0.002%
5/14/2024 CreativeOne Wealth LLC171,461$17.80M0.7%+50.0%0.146%
5/14/2024 InterOcean Capital Group LLC9,819$1.02M0.0%-9.7%0.008%
5/13/2024 Shakespeare Wealth Management LLC197,646$20.51M5.9%+1.0%0.168%
5/13/2024 O Shaughnessy Asset Management LLC4,581$475K0.0%+19.6%0.004%
5/13/2024 Rockport Wealth LLC2,020$210K0.1%N/A0.002%
5/11/2024 Trustmark National Bank Trust Department18,059$1.87M0.2%+28.5%0.015%
5/11/2024 Resurgent Financial Advisors LLC5,147$534K0.3%+20.9%0.004%
5/10/2024 Osaic Holdings Inc.346,790$36.02M0.1%-78.0%0.295%
5/10/2024 TIAA Trust National Association274,544$28.50M0.1%+75.6%0.233%
5/10/2024 Alera Investment Advisors LLC209,015$21.69M2.9%-4.6%0.178%
5/10/2024 Pinnacle Wealth Planning Services Inc.44,770$4.65M0.7%+2.3%0.038%
5/10/2024 First Foundation Advisors12,231$1.27M0.1%+5.8%0.010%
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5/10/2024 ARK & TLK Investments LLC17,562$1.82M0.6%-2.6%0.015%
5/10/2024 Tocqueville Asset Management L.P.5,595$581K0.0%+3.9%0.005%
5/10/2024 Nwam LLC9,644$985K0.1%+3.2%0.008%
5/9/2024 Brighton Jones LLC53,461$5.55M0.2%-0.5%0.045%
5/9/2024 Private Portfolio Partners LLC101,352$10.52M2.2%+4.1%0.086%
5/9/2024 Orion Portfolio Solutions LLC118,510$12.30M0.1%-15.8%0.101%
5/9/2024 Blair William & Co. IL136,710$14.19M0.0%+2.8%0.116%
5/9/2024 Kingsview Wealth Management LLC8,470$879K0.0%-1.6%0.007%
5/9/2024 Condor Capital Management46,339$4.81M0.5%-1.1%0.039%
5/9/2024 Wealthquest Corp46,337$4.81M0.5%-3.3%0.039%
5/9/2024 Delta Investment Management LLC2,160$224K0.1%N/A0.002%
5/9/2024 SageView Advisory Group LLC2,788,471$273.10M13.0%+56,912.3%2.371%
5/9/2024 Koshinski Asset Management Inc.4,005$416K0.0%N/A0.003%
5/8/2024 Foundation Wealth Management LLC27,513$2.86M2.3%-3.6%0.023%
5/8/2024 West Wealth Group LLC117,173$12.16M4.5%+5.6%0.100%
5/8/2024 Sheets Smith Wealth Management5,394$560K0.1%-2.9%0.005%
5/8/2024 TSA Wealth Managment LLC75,501$7.84M3.4%-5.2%0.064%
5/8/2024 Tanglewood Wealth Management Inc.85,895$8.92M1.1%-1.5%0.073%
5/8/2024 Paladin Advisory Group LLC18,227$1.89M1.5%+0.6%0.015%
5/8/2024 Neumann Capital Management LLC2,227$231K0.1%-4.4%0.002%
5/8/2024 Avantax Advisory Services Inc.315,748$32.77M0.3%+2.4%0.268%
5/8/2024 US Bancorp DE1,645,613$170.80M0.2%+7.7%1.399%
5/8/2024 Addison Capital Co5,197$539K0.3%N/A0.004%
5/8/2024 Cornerstone Planning Group LLC4,246$429K0.1%-31.5%0.004%
5/8/2024 QRG Capital Management Inc.2,871$298K0.0%N/A0.002%
5/8/2024 Watershed Private Wealth LLC52,423$5.44M2.4%+1,328.8%0.045%
5/7/2024 Verus Capital Partners LLC24,334$2.53M0.3%+24.7%0.021%
5/7/2024 Meeder Advisory Services Inc.9,656$1.00M0.1%+346.6%0.008%
5/7/2024 Pointe Capital Management LLC2,020$210K0.1%N/A0.002%
5/7/2024 NorthRock Partners LLC10,950$1.14M0.1%-16.9%0.009%
5/7/2024 Bedel Financial Consulting Inc.124,478$12.92M2.0%-0.2%0.106%
5/7/2024 Stonebrook Private Inc.91,901$9.54M2.8%+16.2%0.078%
5/7/2024 Concurrent Investment Advisors LLC12,128$1.26M0.1%+38.1%0.010%
5/7/2024 Atomi Financial Group Inc.11,857$1.23M0.1%-63.9%0.010%
5/7/2024 Allegheny Financial Group LTD8,236$855K0.3%-9.3%0.007%
5/7/2024 WealthPLAN Partners LLC18,642$1.94M0.2%+8.4%0.016%
5/7/2024 Facet Wealth Inc.1,102,835$112.34M3.8%+15.2%0.938%
5/7/2024 Hyman Charles D67,193$6.97M0.4%+0.9%0.057%
5/7/2024 Benedetti & Gucer Inc.15,243$1.58M0.8%+1.5%0.013%
5/7/2024 Shared Vision Wealth Group LLC37,083$3.85M2.4%-8.6%0.032%
5/7/2024 EQ LLC66,610$6.91M4.3%+10.4%0.057%
5/7/2024 Pillar Wealth Advisors LLC12,231$1.27M1.0%-3.0%0.010%
5/7/2024 Oppenheimer & Co. Inc.9,381$974K0.0%-5.3%0.008%
5/7/2024 PFG Advisors24,635$2.56M0.2%+0.4%0.021%
5/7/2024 Empirical Financial Services LLC d.b.a. Empirical Wealth Management81,005$8.41M0.3%+16.6%0.069%
5/7/2024 Hilltop National Bank3,875$402K0.1%N/A0.003%
5/7/2024 Wealthspire Advisors LLC6,495$674K0.0%-18.5%0.006%
5/6/2024 Envestnet Portfolio Solutions Inc.2,326,070$241.42M0.9%+7.9%1.978%
5/6/2024 Advisory Services Network LLC59,093$6.13M0.1%+4.8%0.050%
5/6/2024 Staley Capital Advisers Inc.135,843$14.10M0.7%-0.1%0.116%
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5/6/2024 W.H. Cornerstone Investments Inc.9,568$993K0.7%-26.7%0.008%
5/6/2024 Advisory Alpha LLC6,712$697K0.0%-85.0%0.006%
5/4/2024 Beacon Bridge Wealth Partners LLC22,644$2.35M1.1%+7.5%0.019%
5/4/2024 Geneos Wealth Management Inc.29,521$3.06M0.1%+12.7%0.025%
5/4/2024 Commonwealth Retirement Investments LLC12,474$1.30M0.6%+2.7%0.011%
5/4/2024 Csenge Advisory Group29,849$3.10M0.2%+3.9%0.025%
5/3/2024 Embree Financial Group31,227$3.24M0.6%+24.2%0.027%
5/3/2024 Catalina Capital Group LLC7,488$777K0.3%-3.8%0.006%
5/3/2024 Avidian Wealth Solutions LLC24,758$2.57M0.1%-4.9%0.021%
5/3/2024 Forte Asset Management LLC52,561$5.46M3.3%-15.1%0.045%
(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, 913 institutional investors and hedge funds held shares of iShares MSCI EAFE Growth ETF. The most heavily invested institutionals were Envestnet Asset Management Inc. ($1.55B), Jones Financial Companies Lllp ($812.07M), LPL Financial LLC ($501.35M), JPMorgan Chase & Co. ($438.66M), Morgan Stanley ($384.46M), Bank of America Corp DE ($378.08M), and SageView Advisory Group LLC ($273.10M).Learn more on EFG's institutional investors.

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

Of the 809 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. ($19.77M), CFS Investment Advisory Services LLC ($12.69M), JPMorgan Chase & Co. ($3.66M), Envestnet Portfolio Solutions Inc. ($3.34M), SageView Advisory Group LLC ($2.79M), LPL Financial LLC ($2.62M), and Jane Street Group LLC ($2.36M).

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

Institutional investors have bought a total of 90,565,861 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 597 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), CFS Investment Advisory Services LLC ($12.47M), JPMorgan Chase & Co. ($2.41M), LPL Financial LLC ($1.40M), Osaic Holdings Inc. ($1.23M), 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 60,413,964 shares in the last 24 months. This volume of shares sold represents approximately $5.31B in transactions.


This page (BATS:EFG) was last updated on 5/19/2024 by MarketBeat.com Staff

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