iShares MSCI EAFE ETF (EFA) Institutional Ownership

$78.32
+0.36 (+0.46%)
(As of 01:39 PM ET)

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)
1141
Total
Institutional Inflows
(last 12 months)
$7.50B
Number of
Institutional Sellers
(last 12 months)
1055
Total
Institutional Outflows
(last 12 months)
$5.62B
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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
4/29/2024Brio Consultants LLC53,011$4.23M0.7%-5.4%0.008%
4/29/2024Union Savings Bank2,207$176K0.1%-9.0%0.000%
4/27/2024 Conning Inc.283,607$22.65M0.7%-7.9%0.042%
4/26/2024 Pinnacle Associates Ltd.44,654$3.57M0.1%-9.4%0.007%
4/26/2024 Aspen Investment Management Inc12,208$975K0.5%-1.1%0.002%
4/26/2024 Triasima Portfolio Management inc.24,920$1.99M0.2%+2.2%0.004%
4/26/2024 BLB&B Advisors LLC28,787$2.30M0.1%+2.6%0.004%
4/26/2024 Ashford Advisors LLC36,534$2.92M0.7%-5.0%0.005%
4/26/2024 MBA Advisors LLC14,625$1.17M0.6%-9.3%0.002%
4/26/2024 Arcataur Capital Management LLC71,978$5.75M2.1%-1.1%0.011%
4/26/2024 Crestone Asset Management LLC127,118$10.15M2.0%-4.5%0.019%
4/26/2024 Northwest Bancshares Inc.5,269$421K0.1%-9.3%0.001%
4/26/2024 JNBA Financial Advisors7,487$598K0.1%-9.0%0.001%
4/26/2024 Yousif Capital Management LLC108,613$8.67M0.1%-14.3%0.016%
4/26/2024 Farmers & Merchants Trust Co of Chambersburg PA16,960$1.35M0.6%-12.3%0.003%
4/26/2024 YHB Investment Advisors Inc.5,636$450K0.0%-2.3%0.001%
4/26/2024 SlateStone Wealth LLC39,611$3.16M0.3%+7.0%0.006%
4/26/2024 Coastline Trust Co112,668$9.00M1.1%-0.4%0.017%
4/26/2024 First National Trust Co92,765$7.41M0.3%-2.1%0.014%
4/26/2024 McKinley Carter Wealth Services Inc.69,296$5.53M0.4%-4.2%0.010%
4/26/2024 Bond & Devick Financial Network Inc.7,003$559K0.3%+4.9%0.001%
4/26/2024 Clear Creek Financial Management LLC34,492$2.76M0.4%+26.8%0.005%
4/26/2024 Members Trust Co14,758$1.18M0.0%-23.6%0.002%
4/26/2024 Pioneer Trust Bank N A OR5,333$426K0.1%+2.6%0.001%
4/26/2024 Chicago Partners Investment Group LLC81,347$6.33M0.3%+9.9%0.012%
4/26/2024 Mesirow Financial Investment Management Inc.361,332$28.86M0.7%N/A0.054%
4/26/2024 MONECO Advisors LLC7,281$581K0.1%+168.9%0.001%
4/26/2024 Sigma Investment Counselors Inc.52,449$4.19M0.2%-2.9%0.008%
4/26/2024 KG&L Capital Management LLC23,000$1.84M0.7%+5.8%0.003%
4/26/2024 Verdence Capital Advisors LLC155,636$12.43M1.1%-20.8%0.023%
4/26/2024 Heritage Wealth Management Inc. Texas14,566$1.16M0.8%+3.2%0.002%
4/26/2024 Financial Insights Inc.29,946$2.39M0.7%+636.7%0.004%
4/26/2024 Latitude Advisors LLC26,241$2.10M1.3%+7.4%0.004%
4/26/2024 Meridian Wealth Management LLC40,732$3.25M0.5%-52.0%0.006%
4/26/2024 Bogart Wealth LLC1,056$84K0.0%+28.2%0.000%
4/25/2024 Lindbrook Capital LLC114,144$9.12M0.9%-1.2%0.017%
4/25/2024 WCM Investment Management LLC4,107$328K0.0%-99.6%0.001%
4/25/2024 Lodestar Private Asset Management LLC60,975$4.87M0.7%+2.4%0.009%
4/25/2024 Bank of New York Mellon Corp7,420,947$592.64M0.1%-2.5%1.108%
4/25/2024 Strategy Asset Managers LLC17,644$1.41M0.3%-5.3%0.003%
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4/25/2024 Osborne Partners Capital Management LLC18,893$1.51M0.1%-7.2%0.003%
4/25/2024 TNF LLC12,514$972K0.4%-4.6%0.002%
4/25/2024 Schnieders Capital Management LLC2,568$205K0.0%N/A0.000%
4/25/2024 Regis Management CO LLC227,962$18.21M5.5%+0.3%0.034%
4/25/2024 Oldfather Financial Services LLC102,089$8.15M3.4%+1.4%0.015%
4/25/2024 Capital Investment Advisory Services LLC2,537$203K0.0%-76.4%0.000%
4/25/2024 Simplex Trading LLC70,145$5.60M0.0%-51.1%0.010%
4/25/2024 Seven Post Investment Office LP22,273$1.78M0.4%-15.5%0.003%
4/25/2024 Valeo Financial Advisors LLC715,024$55.56M1.7%+4.1%0.107%
4/25/2024 WestHill Financial Advisors Inc.6,232$498K0.1%-2.7%0.001%
4/25/2024 Telos Capital Management Inc.4,783$382K0.0%-4.6%0.001%
4/25/2024 IFG Advisors LLC384,126$30.68M7.9%-3.0%0.057%
4/25/2024 Summit Financial LLC15,458$1.23M0.1%+322.5%0.002%
4/25/2024 Cambridge Investment Research Advisors Inc.365,521$29.19M0.1%-3.6%0.055%
4/24/2024 Private Trust Co. NA25,381$2.03M0.2%+17.2%0.004%
4/24/2024 Leavell Investment Management Inc.5,727$457K0.0%+9.5%0.001%
4/24/2024 Krilogy Financial LLC68,554$5.48M0.4%-0.4%0.010%
4/24/2024 Zhang Financial LLC14,577$1.16M0.1%-8.5%0.002%
4/24/2024 Wolff Financial Management LLC15,577$1.24M0.4%-11.1%0.002%
4/24/2024 CENTRAL TRUST Co8,974$717K0.0%-3.3%0.001%
4/24/2024 4Thought Financial Group Inc.77,474$6.19M4.1%+7.1%0.012%
4/24/2024 Berkshire Bank10,778$861K0.2%-12.4%0.002%
4/24/2024 Pitti Group Wealth Management LLC86,855$6.82M7.6%-0.4%0.013%
4/24/2024 Sightline Wealth Advisors LLC5,671$453K0.3%+27.6%0.001%
4/24/2024 Simplicity Wealth LLC104,796$8.37M0.2%N/A0.016%
4/24/2024 Archford Capital Strategies LLC8,580$685K0.1%-3.8%0.001%
4/24/2024 Spire Wealth Management152,086$12.15M0.5%-3.6%0.023%
4/24/2024 Gemmer Asset Management LLC49,035$3.92M0.5%-6.9%0.007%
4/24/2024 Essex Financial Services Inc.5,369$429K0.0%-18.4%0.001%
4/24/2024 Solstein Capital LLC45,649$3.65M2.5%+178.8%0.007%
4/24/2024 Bar Harbor Wealth Management28,072$2.24M0.1%+4.4%0.004%
4/23/2024 IRON Financial LLC2,607$208K0.1%-6.6%0.000%
4/23/2024 James J. Burns & Company LLC16,096$1.27M0.4%-25.4%0.002%
4/23/2024Busey Bank31,687$2.53M0.1%-1.9%0.005%
4/23/2024 BSW Wealth Partners88,606$7.08M1.2%-1.4%0.013%
4/23/2024 Precedent Wealth Partners LLC133,680$10.68M4.6%+5.0%0.020%
4/23/2024 Global Retirement Partners LLC35,242$2.81M0.1%+4.5%0.005%
4/23/2024 Arbor Investment Advisors LLC379,946$30.34M4.4%-1.0%0.057%
4/23/2024 Fishman Jay A Ltd. MI10,750$858K0.1%-12.2%0.002%
4/23/2024 Morton Brown Family Wealth LLC38,510$3.08M1.3%-1.1%0.006%
4/23/2024 Moody Lynn & Lieberson LLC13,178$1.05M0.1%-1.1%0.002%
4/23/2024 United Asset Strategies Inc.137,836$11.01M1.1%+2.5%0.021%
4/23/2024 Wealth Advisory Solutions LLC43,320$3.46M0.9%+12.0%0.006%
4/23/2024 Olympus Wealth Management LLC16,848$1.35M0.8%-26.3%0.003%
4/23/2024 WASHINGTON TRUST Co124,139$9.91M0.4%-0.6%0.019%
4/23/2024 Venturi Wealth Management LLC158,156$12.63M0.8%+4.9%0.024%
4/23/2024 Oak Harbor Wealth Partners LLC9,193$734K0.2%-3.6%0.001%
4/23/2024 Legacy Trust29,054$2.32M0.6%+5.3%0.004%
4/23/2024 Gradient Investments LLC3,195$255K0.0%-46.6%0.000%
4/23/2024 Fifth Third Bancorp1,710,449$136.60M0.5%-1.3%0.255%
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4/23/2024 Wesbanco Bank Inc.135,433$10.82M0.4%+0.4%0.020%
4/23/2024 McAdam LLC47,596$3.80M0.2%+0.6%0.007%
4/23/2024 Leverty Financial Group LLC47,392$3.79M2.3%-2.3%0.007%
4/23/2024 Summit Trail Advisors LLC256,664$20.50M0.5%+8.8%0.038%
4/23/2024 Loring Wolcott & Coolidge Fiduciary Advisors LLP MA6,013$463K0.0%-3.2%0.001%
4/23/2024 Arcadia Investment Management Corp MI53,604$4.28M0.8%-3.3%0.008%
4/23/2024 Strategic Blueprint LLC5,631$450K0.0%+71.6%0.001%
4/23/2024 TAP Consulting LLC67,381$5.38M1.2%+1.0%0.010%
4/23/2024 Bank of Stockton8,718$696K0.2%-11.5%0.001%
4/23/2024 Gerber LLC2,649$212K0.2%N/A0.000%
(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, 2,008 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), Northern Trust Corp ($1.61B), JPMorgan Chase & Co. ($1.43B), Jones Financial Companies Lllp ($866.68M), FMR LLC ($704.90M), and PNC Financial Services Group Inc. ($699.74M).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 1,689 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. ($27.29M), BlackRock Inc. ($10.79M), CFS Investment Advisory Services LLC ($8.56M), JPMorgan Chase & Co. ($7.46M), SG Americas Securities LLC ($6.38M), WCM Investment Management LLC ($5.33M), and Aaron Wealth Advisors LLC ($4.87M).

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

Institutional investors have bought a total of 213,153,770 shares in the last 24 months. This purchase volume represents approximately $14.60B in transactions.

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

Of the 1,412 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. ($31.06M), JPMorgan Chase & Co. ($19.79M), Ameriprise Financial Inc. ($6.44M), Board of Trustees of The Leland Stanford Junior University ($5.87M), Aaron Wealth Advisors LLC ($4.87M), WCM Investment Management LLC ($4.27M), and Causeway Capital Management LLC ($4.25M).

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

Institutional investors have sold a total of 168,570,638 shares in the last 24 months. This volume of shares sold represents approximately $11.50B in transactions.


This page (NYSEARCA:EFA) was last updated on 4/29/2024 by MarketBeat.com Staff

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