ISHARES MSCI EAFE ETF (EFA) Institutional Ownership Changes & 13F Activity
ISHARES MSCI EAFE ETF (EFA). Institutional ownership data tracks hedge funds, asset managers, and other institutional investors based on recent SEC Form 13F filings (Q2 2026). This page analyzes institutional buying and selling activity, new holdings, and sold-out positions in the latest reporting period. Notable filers include Envestnet Asset Management Inc, Corient Private Wealth Llc, State Street Corp, Mercer Global Advisors Inc, and Manufacturers Life Insurance Company, The.
| Institution | Type | Change in shares | Change Position % | Shares | Reported stock balance | Portfolio quarter | Filing date |
|---|---|---|---|---|---|---|---|
| Envestnet Asset Management Inc | Buy | +713,952 | +10.9% | 7,285,707 | $756.84M | Q2 2026 | Sep 23, 2026 |
| Envestnet Portfolio Solutions, Inc. | Buy | +71,421 | +117.2% | 132,355 | $13.75M | Q2 2026 | Sep 23, 2026 |
| Qrg Capital Management, Inc. | Buy | +23,991 | +15.0% | 183,559 | $19.07M | Q2 2026 | Sep 23, 2026 |
| State Street Corp | Buy | +272,841 | +141.1% | 466,249 | $48.43M | Q2 2026 | Sep 22, 2026 |
| Security National Bank Of Sioux City Iowa | Buy | +24,400 | — | 24,400 | $2.53M | Q2 2026 | Sep 18, 2026 |
| Cherry Tree Wealth Management, Llc | Sell | -477 | -28.9% | 1,174 | $121.96K | Q2 2026 | Sep 15, 2026 |
| Anchor Investment Management, Llc | Buy | +1 | +0.0% | 7,034 | $730.68K | Q2 2026 | Sep 15, 2026 |
| Manufacturers Life Insurance Company, The | Sell | -82,504 | -29.7% | 195,174 | $20.27M | Q2 2026 | Sep 09, 2026 |
| Integrated Wealth Concepts Llc | Buy | +1,735 | +2.1% | 82,912 | $8.61M | Q2 2026 | Sep 09, 2026 |
| Parkside Financial Bank & Trust | Sell | -2,289 | -1.4% | 158,028 | $16.42M | Q2 2026 | Sep 04, 2026 |
| 1607 Capital Partners, Llc | Buy | +65,725 | — | 65,725 | $6.83M | Q2 2026 | Sep 02, 2026 |
| Citadel Advisors Llc | Sell | -49,414 | -56.0% | 38,895 | $4.04M | Q2 2026 | Sep 02, 2026 |
| Second Line Capital, Llc | Sell | -487 | -2.2% | 21,544 | $2.24M | Q2 2026 | Sep 02, 2026 |
| Allianz Asset Management Gmbh | Buy | +1 | +2.8% | 37 | $3.84K | Q2 2026 | Sep 02, 2026 |
| Corient Private Wealth Llc | Sell | -371,302 | -18.3% | 1,655,900 | $172.01M | Q2 2026 | Aug 27, 2026 |
| Horan Wealth, Llc | Buy | +136 | +1.3% | 10,671 | $1.11M | Q2 2026 | Aug 26, 2026 |
| Tobias Financial Advisors, Inc. | Sell | -3,786 | -14.2% | 22,933 | $2.38M | Q2 2026 | Aug 25, 2026 |
| Serenity Investment Advisors | Buy | +26,410 | — | 26,410 | $2.84M | Q2 2026 | Aug 24, 2026 |
| West Michigan Advisors, Llc | Buy | +2,855 | +10.8% | 29,299 | $3.04M | Q2 2026 | Aug 21, 2026 |
| Rehmann Capital Advisory Group | Buy | +797 | +2.0% | 40,980 | $4.26M | Q2 2026 | Aug 20, 2026 |
| Mercer Global Advisors Inc | Sell | -112,484 | -6.9% | 1,520,294 | $157.93M | Q2 2026 | Aug 19, 2026 |
| Stock Yards Bank & Trust Co | Buy | +26,692 | +3.2% | 874,038 | $90.80M | Q2 2026 | Aug 19, 2026 |
| Kingsview Wealth Management, Llc | Sell | -4,729 | -12.3% | 33,668 | $3.50M | Q2 2026 | Aug 19, 2026 |
| Archer Investment Corp | Sell | -113 | -7.4% | 1,411 | $146.57K | Q2 2026 | Aug 19, 2026 |
| Beacon Pointe Advisors, Llc | Sell | -16,461 | -2.6% | 626,173 | $65.05M | Q2 2026 | Aug 18, 2026 |
| Jdm Financial Group Llc | Buy | +6,458 | — | 6,458 | $670.90K | Q2 2026 | Aug 18, 2026 |
| Rakuten Investment Management, Inc. | Sell | -4,160 | -5.3% | 73,784 | $7.63M | Q2 2026 | Aug 18, 2026 |
| Copia Wealth Management | Sell | -354 | -1.2% | 28,090 | $2.92M | Q2 2026 | Aug 18, 2026 |
| Denver Pwm, Llc | Buy | +251 | +1.1% | 22,165 | $2.41M | Q2 2026 | Aug 18, 2026 |
| Glenview Trust Co | Sell | -100 | -0.4% | 25,190 | $2.62M | Q2 2026 | Aug 18, 2026 |
Frequently asked questions about EFA activity
Which institutional owners are buying EFA?
Institutional owners buying EFA include investors who have either initiated new positions or increased their existing holdings based on recent SEC 13F filings. The activity table above highlights which funds added shares in the latest reporting periods and how their positions changed over time.
What does "buy" mean in EFA activity?
"Buy" means an investor increased their reported position in EFA compared to the prior reporting period. This reflects growing exposure to ISHARES MSCI EAFE ETF (EFA) rather than necessarily a brand-new position (though new positions also appear as buys when prior quantity was zero).
Is institutional interest in EFA increasing?
Institutional interest in EFA can be assessed by comparing the number of tracked funds adding or increasing positions versus those trimming or exiting across the periods shown. A higher number of additions typically signals increasing participation among large filers, but it should be read alongside position sizes and the full table.