EFG · iShares MSCI EAFE Growth ETF ETF
$124.55
+0.48 (+0.39%)
At close · Sep 4
Institutional ownership from SEC Form 13F filings. Investment managers with more than $100 million in U.S. equities must disclose their positions every quarter, within 45 days of quarter-end, so the holdings shown can lag the market by up to a quarter.
Holders: 9
Total Value: $41,344,637
Total Shares: 332,299
Institutional Ownership Trend
26 quarters
Holder Concentration
Across 9 13F filers · Δ vs Mar 31, 2026Top Holder
35.0%
−43.6 pts
Top 5
96.3%
−3.7 pts
Top 10
100.0%
0.0 pts
HHI
2,682
Highly concentrated−3,742
Quarterly Activity
vs Mar 31, 2026
New
5
Increased
3
Decreased
0
Sold Out
1
Unchanged
1
Holder count:
+4
Institutional value:
-47.5%
Shares held:
-53.1%
Top Buyers
vs Mar 31, 2026| Institution | Added | Now Holds | Open |
|---|---|---|---|
| Small MLG Wealth Management DBA Pine Grove Financial Group | +8,529 | 114,770 | |
| Small Advus Financial Partners, LLC | +1,495 | 24,469 | |
| Small Cornerstone Financial Management LLC | +1,131 | 23,001 |
Top Sellers
vs Mar 31, 2026No qualifying movers this quarter.
Top New Positions
vs Mar 31, 2026| Institution | Acquired | Value (USD) | Open |
|---|---|---|---|
| Large Corient Private Wealth LLC | 116,161 | $14,452,751 | |
| Mid Parkside Financial Bank & Trust | 41,437 | $5,155,591 | |
| Small HORAN Wealth, LLC | 10,015 | $1,246,066 | |
| Mega CITADEL ADVISORS LLC | 2,000 | $248,840 | |
| Small BROWN, LISLE/CUMMINGS, INC. | 87 | $10,824 |
Top Sold-Out Positions
vs Mar 31, 2026| Institution | Previously Held | Last Value (USD) | Open |
|---|---|---|---|
| Large M&T Bank Corp | 556,347 | $61,960,363 |
| Holder | Value (USD) | % of 13F | Shares | Type | Filed | Open |
|---|---|---|---|---|---|---|
| Large Corient Private Wealth LLC EFG | $14,452,751 | 34.96% | 116,161 | Shares | 2026-08-27 | |
| Small MLG Wealth Management DBA Pine Grove Financial Group EFG | $14,279,683 | 34.54% | 114,770 | Shares | 2026-09-02 | |
| Mid Parkside Financial Bank & Trust Bank EFG | $5,155,591 | 12.47% | 41,437 | Shares | 2026-09-04 | |
| Small Advus Financial Partners, LLC EFG | $3,044,432 | 7.36% | 24,469 | Shares | 2026-08-25 | |
| Small Cornerstone Financial Management LLC EFG | $2,861,784 | 6.92% | 23,001 | Shares | 2026-08-28 | |
| Small HORAN Wealth, LLC EFG | $1,246,066 | 3.01% | 10,015 | Shares | 2026-08-26 | |
| Mega CITADEL ADVISORS LLC EFG | $248,840 | 0.60% | 2,000 | Put | 2026-09-02 | |
| Small TUCKER ASSET MANAGEMENT LLC EFG | $44,666 | 0.11% | 359 | Shares | 2026-08-27 | |
| Small BROWN, LISLE/CUMMINGS, INC. EFG | $10,824 | 0.03% | 87 | Shares | 2026-09-02 |