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.

InstitutionTypeChange in sharesChange Position %SharesReported stock balancePortfolio quarterFiling date
Envestnet Asset Management IncBuy+713,952+10.9%7,285,707$756.84MQ2 2026Sep 23, 2026
Envestnet Portfolio Solutions, Inc.Buy+71,421+117.2%132,355$13.75MQ2 2026Sep 23, 2026
Qrg Capital Management, Inc.Buy+23,991+15.0%183,559$19.07MQ2 2026Sep 23, 2026
State Street CorpBuy+272,841+141.1%466,249$48.43MQ2 2026Sep 22, 2026
Security National Bank Of Sioux City IowaBuy+24,400—24,400$2.53MQ2 2026Sep 18, 2026
Cherry Tree Wealth Management, LlcSell-477-28.9%1,174$121.96KQ2 2026Sep 15, 2026
Anchor Investment Management, LlcBuy+1+0.0%7,034$730.68KQ2 2026Sep 15, 2026
Manufacturers Life Insurance Company, TheSell-82,504-29.7%195,174$20.27MQ2 2026Sep 09, 2026
Integrated Wealth Concepts LlcBuy+1,735+2.1%82,912$8.61MQ2 2026Sep 09, 2026
Parkside Financial Bank & TrustSell-2,289-1.4%158,028$16.42MQ2 2026Sep 04, 2026
1607 Capital Partners, LlcBuy+65,725—65,725$6.83MQ2 2026Sep 02, 2026
Citadel Advisors LlcSell-49,414-56.0%38,895$4.04MQ2 2026Sep 02, 2026
Second Line Capital, LlcSell-487-2.2%21,544$2.24MQ2 2026Sep 02, 2026
Allianz Asset Management GmbhBuy+1+2.8%37$3.84KQ2 2026Sep 02, 2026
Corient Private Wealth LlcSell-371,302-18.3%1,655,900$172.01MQ2 2026Aug 27, 2026
Horan Wealth, LlcBuy+136+1.3%10,671$1.11MQ2 2026Aug 26, 2026
Tobias Financial Advisors, Inc.Sell-3,786-14.2%22,933$2.38MQ2 2026Aug 25, 2026
Serenity Investment AdvisorsBuy+26,410—26,410$2.84MQ2 2026Aug 24, 2026
West Michigan Advisors, LlcBuy+2,855+10.8%29,299$3.04MQ2 2026Aug 21, 2026
Rehmann Capital Advisory GroupBuy+797+2.0%40,980$4.26MQ2 2026Aug 20, 2026
Mercer Global Advisors IncSell-112,484-6.9%1,520,294$157.93MQ2 2026Aug 19, 2026
Stock Yards Bank & Trust CoBuy+26,692+3.2%874,038$90.80MQ2 2026Aug 19, 2026
Kingsview Wealth Management, LlcSell-4,729-12.3%33,668$3.50MQ2 2026Aug 19, 2026
Archer Investment CorpSell-113-7.4%1,411$146.57KQ2 2026Aug 19, 2026
Beacon Pointe Advisors, LlcSell-16,461-2.6%626,173$65.05MQ2 2026Aug 18, 2026
Jdm Financial Group LlcBuy+6,458—6,458$670.90KQ2 2026Aug 18, 2026
Rakuten Investment Management, Inc.Sell-4,160-5.3%73,784$7.63MQ2 2026Aug 18, 2026
Copia Wealth ManagementSell-354-1.2%28,090$2.92MQ2 2026Aug 18, 2026
Denver Pwm, LlcBuy+251+1.1%22,165$2.41MQ2 2026Aug 18, 2026
Glenview Trust CoSell-100-0.4%25,190$2.62MQ2 2026Aug 18, 2026
Showing 30 of 1,826

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.