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
Q2 2022Matrix Private Capital GroupSell-2351,343$108
Q2 2022Sequoia Financial AdvisorsBuy364,112$331
Q1 2022Renaissance Technologies LLCSell-11,80020,200$1,945
Q1 2022Sequoia Financial AdvisorsBuy2284,076$392
Q4 2021Renaissance Technologies LLCBuy26,20032,000$3,529
Q4 2021Sequoia Financial AdvisorsBuy1883,848$424
Q3 2021Renaissance Technologies LLCSell-19,7005,800$618
Q3 2021Sequoia Financial AdvisorsSell-1713,660$390
Q2 2021Renaissance Technologies LLCBuy25,50025,500$2,736
Q2 2021Sequoia Financial AdvisorsBuy13,831$411
Q1 2021Matrix Private Capital GroupBuy451,578$158
Q3 2020Sequoia Financial AdvisorsBuy3,8303,830$344
Q3 2020Matrix Advisors Value FundSell-1553,446$310
Q2 2020Sequoia Financial AdvisorsSell-3,7770$304
Q2 2020Matrix Advisors Value FundBuy213,601$299
Q1 2020Matrix Advisors Value FundSell-3,4843,580$255
Q4 2019Matrix Private Capital GroupBuy1,5331,533$133
Q4 2019Matrix Advisors Value FundSell-2617,064$611
Q2 2019Matrix Advisors Value FundBuy857,325$592
Q1 2019Sequoia Financial AdvisorsSell-1,0243,777$293
Q1 2019Matrix Advisors Value FundSell-137,240$561
Q4 2018Sequoia Financial AdvisorsBuy1174,801$332
Q3 2018Matrix Advisors Value FundBuy137,253$581
Q1 2018Matrix Advisors Value FundBuy2157,240$582
Q1 2017Sequoia Financial AdvisorsBuy1,2034,684$325
Q4 2016Sequoia Financial AdvisorsBuy3,4813,481$222
Q4 2016Matrix Advisors Value FundBuy1557,025$447
Q2 2016Matrix Advisors Value FundSell-3,8556,870$449
Q1 2016Matrix Advisors Value FundBuy5010,725$706
Q4 2015Matrix Advisors Value FundBuy10,67510,675$717

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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