ISHARES MSCI EAFE GROWTH ETF (EFG) Institutional Ownership Changes & 13F Activity

ISHARES MSCI EAFE GROWTH ETF (EFG). Institutional ownership data tracks hedge funds, asset managers, and other institutional investors based on recent SEC Form 13F filings. This page analyzes institutional buying and selling activity, new holdings, and sold-out positions among tracked filers. Notable filers include Renaissance Technologies LLC, Sequoia Financial Advisors, Matrix Private Capital Group, and Matrix Advisors Value Fund.

Portfolio quarterNameTypeQuantityRemainingReported stock balance
Q1 2026Renaissance Technologies LLCSell-17,7005,700$634,809
Q1 2026Sequoia Financial AdvisorsBuy1,79415,575$1,734,589
Q1 2026Matrix Private Capital GroupBuy6182,762$307,604
Q4 2025Renaissance Technologies LLCBuy15,20023,400$2,665,728
Q4 2025Sequoia Financial AdvisorsSell-19913,781$1,569,893
Q4 2025Matrix Private Capital GroupBuy502,144$244,244
Q3 2025Renaissance Technologies LLCSell-18,8008,200$933,816
Q3 2025Sequoia Financial AdvisorsBuy3,39813,980$1,592,042
Q2 2025Renaissance Technologies LLCBuy16,90027,000$3,024,000
Q2 2025Sequoia Financial AdvisorsBuy1,22810,582$1,185,184
Q2 2025Matrix Private Capital GroupSell-662,094$234,528
Q1 2025Matrix Private Capital GroupBuy7002,160$216,000
Q1 2025Sequoia Financial AdvisorsBuy3039,354$935,400
Q4 2024Sequoia Financial AdvisorsSell-2259,051$876,409
Q4 2024Matrix Private Capital GroupSell-1001,460$141,372
Q3 2024Sequoia Financial AdvisorsBuy8319,276$998,562
Q3 2024Matrix Private Capital GroupBuy1001,560$167,934
Q2 2024Sequoia Financial AdvisorsSell-88,445$863,924
Q1 2024Sequoia Financial AdvisorsSell-4,1648,453$877,337
Q1 2024Renaissance Technologies LLCBuy1,40010,100$1,048
Q4 2023Sequoia Financial AdvisorsBuy5,92412,617$1,221,957
Q3 2023Matrix Private Capital GroupBuy2001,460$125,998
Q3 2023Sequoia Financial AdvisorsBuy326,693$577,606
Q2 2023Sequoia Financial AdvisorsBuy1826,661$635,527
Q2 2023Matrix Private Capital GroupSell-831,260$120,217
Q1 2023Renaissance Technologies LLCBuy2,5608,700$815
Q1 2023Sequoia Financial AdvisorsBuy4456,479$606,953
Q4 2022Renaissance Technologies LLCSell-14,3606,140$514
Q4 2022Sequoia Financial AdvisorsBuy1,9226,034$505,408
Q2 2022Renaissance Technologies LLCBuy30020,500$1,650

Frequently asked questions about EFG activity

  • Which institutional owners are buying EFG?

    Institutional owners buying EFG 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 EFG activity?

    "Buy" means an investor increased their reported position in EFG compared to the prior reporting period. This reflects growing exposure to ISHARES MSCI EAFE GROWTH ETF (EFG) rather than necessarily a brand-new position (though new positions also appear as buys when prior quantity was zero).

  • Is institutional interest in EFG increasing?

    Institutional interest in EFG 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.

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