EFG Institutional Ownership & Shareholders
ISHARES MSCI EAFE GROWTH ETF (EFG) is currently held by 1,045 institutional investors tracked by InsiderSet, with a combined reported market value of approximately $14.32B based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026.
Envestnet Asset Management Inc is currently the largest disclosed institutional shareholder of EFG tracked by InsiderSet, reporting ownership valued at approximately $2.94B in its June 30, 2026 SEC Form 13F filing. Based on current market prices and the latest disclosed share count, the position is now estimated to be worth approximately $2.81B, representing an estimated loss of -4.32% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 53% of the total disclosed EFG value among the investors covered in this analysis. Major shareholders include Envestnet Asset Management Inc, Lpl Financial Llc, Morgan Stanley, and several other long-term asset managers with concentrated positions in ISHARES MSCI EAFE GROWTH ETF (EFG).
This page ranks the largest institutional EFG shareholders using publicly disclosed SEC Form 13F data, including reported values, estimated current holding values, portfolio allocation percentages, ownership concentration metrics, and historical holding changes across major hedge funds and investment firms.
Institutional Holders
1,045
Total Reported Value
$14.32B
Largest Holder
Envestnet Asset Management Inc
Largest Position
$2.94B
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
19
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Envestnet Asset Management Inc | 0.69% | 23,610,616 | $2,937,631,275 | $2,810,843,835 | -$126,787,440 | -4.32% | |
| Lpl Financial Llc | 0.24% | 8,635,516 | $1,074,430,834 | $1,028,058,180 | -$46,372,654 | -4.32% | |
| Morgan Stanley | 0.04% | 5,350,855 | $665,753,601 | $637,019,288 | -$28,734,313 | -4.32% | |
| Bank Of America Corp | 0.04% | 5,274,307 | $656,229,263 | $627,906,248 | -$28,323,015 | -4.32% | |
| Jones Financial Companies Lllp | 0.21% | 4,373,043 | $532,559,739 | $520,610,769 | -$11,948,970 | -2.24% | |
| Nomura Asset Management International Inc. | 0.71% | 3,773,931 | $469,552,000 | $449,286,486 | -$20,265,514 | -4.32% | |
| Jpmorgan Chase & Co | 0.02% | 3,461,739 | $426,486,385 | $412,120,028 | -$14,366,357 | -3.37% | |
| Cetera Investment Advisers | 0.27% | 2,355,345 | $293,052,073 | $280,403,822 | -$12,648,251 | -4.32% | |
| Mml Investors Services, Llc | 0.49% | 1,941,127 | $241,515,019 | $231,091,169 | -$10,423,850 | -4.32% | |
| Envestnet Portfolio Solutions, Inc. | 1.13% | 1,892,107 | $235,415,967 | $225,255,338 | -$10,160,629 | -4.32% | |
| Bank Of New York Mellon Corp | 0.03% | 1,591,608 | $198,027,810 | $189,480,932 | -$8,546,878 | -4.32% | |
| Us Bancorp \De\ | 0.21% | 1,557,647 | $193,815,302 | $185,437,875 | -$8,377,427 | -4.32% | |
| Ameriprise Financial Inc | 0.04% | 1,508,102 | $187,658,610 | $179,539,543 | -$8,119,067 | -4.33% | |
| Wells Fargo & Company/Mn | 0.03% | 1,229,313 | $152,951,120 | $146,349,713 | -$6,601,407 | -4.32% | |
| Janney Montgomery Scott Llc | 0.29% | 1,204,921 | $149,916,000 | $143,445,845 | -$6,470,155 | -4.32% | |
| Newedge Advisors, Llc | 0.40% | 1,081,097 | $134,510,030 | $128,704,598 | -$5,805,432 | -4.32% | |
| Ubs Group Ag | 0.02% | 1,078,606 | $134,200,159 | $128,408,044 | -$5,792,115 | -4.32% | |
| Pnc Financial Services Group, Inc. | 0.07% | 1,074,184 | $133,649,942 | $127,881,605 | -$5,768,337 | -4.32% | |
| Sanctuary Advisors, Llc | 0.59% | 1,017,830 | $126,638,455 | $121,172,662 | -$5,465,794 | -4.32% | |
| Fmr Llc | 0.01% | 1,015,901 | $126,398,311 | $120,943,014 | -$5,455,297 | -4.32% | |
| Charles Schwab Investment Management Inc | 0.02% | 1,001,838 | $124,648,709 | $119,268,814 | -$5,379,895 | -4.32% | |
| Raymond James Financial Inc | 0.02% | 645,420 | $80,303,248 | $76,837,251 | -$3,465,997 | -4.32% | |
| Foundations Investment Advisors, Llc | 0.80% | 624,359 | $77,682,757 | $74,329,939 | -$3,352,818 | -4.32% | |
| Osaic Holdings, Inc. | 0.09% | 598,592 | $74,552,392 | $71,262,378 | -$3,290,014 | -4.41% | |
| Jb Capital Llc | 2.52% | 616,596 | $73,886,744 | $73,405,754 | -$480,990 | -0.65% | |
| Beacon Pointe Advisors, Llc | 0.34% | 592,307 | $73,694,778 | $70,514,148 | -$3,180,630 | -4.32% | |
| Quent Capital, Llc | 4.52% | 591,861 | $73,639,361 | $70,461,052 | -$3,178,309 | -4.32% | |
| Focus Partners Wealth | 0.07% | 584,217 | $72,688,155 | $69,551,034 | -$3,137,121 | -4.32% | |
| Stifel Financial Corp | 0.06% | 576,901 | $71,778,874 | $68,680,064 | -$3,098,810 | -4.32% | |
| Merit Financial Group, Llc | 0.43% | 551,289 | $68,591,423 | $65,630,955 | -$2,960,468 | -4.32% | |
| Fas Wealth Partners, Inc. | 3.44% | 530,741 | $66,034,782 | $63,184,716 | -$2,850,066 | -4.32% | |
| Pacific Life Fund Advisors Llc | 7.25% | 529,971 | $65,938,992 | $63,093,048 | -$2,845,944 | -4.32% | |
| United Capital Financial Advisors, Llc | 0.36% | 530,721 | $65,915,582 | $63,182,335 | -$2,733,247 | -4.15% | |
| Cary Street Partners Financial Llc | 1.40% | 516,696 | $64,287,403 | $61,512,659 | -$2,774,744 | -4.32% | |
| Savvy Advisors, Inc. | 1.35% | 507,288 | $63,116,786 | $60,392,636 | -$2,724,150 | -4.32% | |
| M&T Bank Corp | 0.20% | 556,347 | $61,960,274 | $66,233,110 | +$4,272,836 | +6.90% | |
| Onedigital Investment Advisors Llc | 0.51% | 486,226 | $60,496,273 | $57,885,205 | -$2,611,068 | -4.32% | |
| Blackrock, Inc. | 0.00% | 481,433 | $59,899,841 | $57,314,599 | -$2,585,242 | -4.32% | |
| Financial Synergies Wealth Advisors, Inc. | 4.81% | 489,325 | $58,635,761 | $58,254,141 | -$381,620 | -0.65% | |
| Baker Avenue Asset Management, Lp | 1.09% | 461,078 | $57,367,266 | $54,891,336 | -$2,475,930 | -4.32% | |
| Natixis Advisors, Llc | 0.06% | 460,931 | $57,349,000 | $54,873,836 | -$2,475,164 | -4.32% | |
| Commonwealth Equity Services, Llc | 0.07% | 458,730 | $54,969,570 | $54,611,807 | -$357,764 | -0.65% | |
| Royal Bank Of Canada | 0.01% | 438,695 | $54,583,000 | $52,226,640 | -$2,356,360 | -4.32% | |
| Moneta Group Investment Advisors Llc | 0.40% | 432,150 | $53,768,113 | $51,447,458 | -$2,320,656 | -4.32% | |
| Tiaa-Cref Individual & Institutional Services, Llc | 0.18% | 429,048 | $53,382,152 | $51,078,164 | -$2,303,988 | -4.32% | |
| Captrust Financial Advisors | 0.08% | 407,560 | $50,708,623 | $48,520,018 | -$2,188,605 | -4.32% | |
| Caisse De Depot Et Placement Du Quebec | 0.07% | 389,670 | $48,482,741 | $46,390,214 | -$2,092,528 | -4.32% | |
| Cerity Partners Llc | 0.06% | 386,872 | $48,134,023 | $46,057,112 | -$2,076,911 | -4.31% | |
| Kestra Advisory Services, Llc | 0.13% | 380,617 | $45,609,374 | $45,312,454 | -$296,920 | -0.65% | |
| Octavia Wealth Advisors, Llc | 3.68% | 342,462 | $42,609,139 | $40,770,101 | -$1,839,038 | -4.32% |
Frequently asked questions about EFG
Who are the largest institutional holders of EFG?
The largest institutional holders of EFG reported in the latest SEC Form 13F filings include Envestnet Asset Management Inc, Lpl Financial Llc, Morgan Stanley, Bank Of America Corp, and Jones Financial Companies Lllp. InsiderSet ranks institutional holders by their latest reported EFG position.
What is EFG institutional ownership?
This page tracks EFG positions reported by institutional investment managers through SEC Form 13F. ISHARES MSCI EAFE GROWTH ETF (EFG) institutional ownership on InsiderSet reflects disclosed 13F holdings among the managers we analyze, not every shareholder of the stock.
How many institutions own EFG?
InsiderSet currently tracks 1,045 institutional managers reporting EFG holdings in the latest available 13F data. This count reflects institutions included in the SEC Form 13F filings analyzed by InsiderSet and should not be interpreted as the total number of EFG shareholders.
How much EFG stock do institutions own?
Institutional investment managers disclosed approximately $14.32B in EFG holdings for Q2 2026. This figure is reported 13F value as of the filing period, not necessarily today's market value.
When was EFG institutional ownership last updated?
The latest EFG institutional ownership data on InsiderSet is based on SEC Form 13F filings for the quarter ended June 30, 2026. Form 13F filings are generally reported after the quarter ends, so the holdings shown represent the latest publicly disclosed positions rather than real-time institutional holdings.
Are institutional EFG holdings real-time?
No. Form 13F data is not real-time. It represents positions reported by institutional investment managers as of the end of the reporting quarter. An institution may have changed its EFG position after the reporting date.
Are institutions buying or selling EFG?
Institutional buying and selling can be analyzed by comparing EFG positions across consecutive 13F reporting periods. InsiderSet's EFG Ownership Changes page shows institutions that increased, reduced, initiated, or exited positions based on reported 13F holdings. View EFG ownership changes.
How has EFG institutional ownership changed over time?
InsiderSet tracks EFG institutional holdings across multiple 13F reporting periods, allowing investors to compare institutional holder counts, reported value, and reported shares over time.