iShares MSCI Eafe Growth ETFEFGETF
13F holders, Q1 2025 (March 31)969holders −21
60new positions
72sold out
6famous investors
$100.05avg. 13F price*
At the end of Q1 2025, 969 institutions reported holding iShares MSCI Eafe Growth ETF (EFG) in their 13F filings, down 21 from Q4 2024. 60 opened new positions and 72 sold out. The largest holders were Envestnet Asset Management Inc. ($1.7B), LPL Financial LLC ($574.9M) and Jones Financial Companies LLLP ($534.3M). 6 famous investors held it, including Paul Tudor Jones (0.0% of Tudor Investment Corporation's portfolio), Joel Greenblatt (0.0% of Gotham Asset Management's portfolio) and Ken Griffin (0.0% of Citadel Advisors's portfolio).
- Company
- iShares MSCI Eafe Growth ETF
- CUSIP
- 464288885
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q4 2024 → Q1 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 60 | $377.2M |
| Exits | 72 | $63.3M |
All 13F filers, Q4 2024 → Q1 2025: 8,052,814 shares bought and 47,679,986 shares sold, net −39,627,172 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 969 holders
| Envestnet Asset Management Inc. | 0.54% | Reduce -44.9% | 16,812,733 | $1.7B |
| LPL Financial LLC | 0.22% | Reduce -37.2% | 5,749,190 | $574.9M |
| Jones Financial Companies LLLP | 0.48% | Reduce -21.4% | 5,298,751 | $534.3M |
| JPMorgan Chase & Co. | 0.04% | Reduce -33.1% | 4,870,319 | $487.0M |
| Bank of America Corp. | 0.04% | Reduce -18.9% | 4,126,185 | $412.6M |
| Morgan Stanley | 0.03% | Reduce -20.8% | 3,913,942 | $391.4M |
| Jane Street Group, LLC | 0.41% | Add +2387.5% | 2,276,882 | $227.7M |
| Flow Traders U.S. LLC | 7.67% | New | 1,817,153 | $181.7M |
| Envestnet Portfolio Solutions, Inc. | 0.63% | Reduce -61.0% | 1,652,600 | $165.3M |
| BlackRock, Inc. | 0.00% | Reduce -48.6% | 1,603,764 | $160.4M |
| Park Avenue Securities LLC | 1.94% | Reduce -46.0% | 1,581,470 | $158.1M |
| Cwm, LLC | 0.61% | Reduce -45.4% | 1,536,390 | $153.6M |
| US Bancorp \de | 0.20% | Reduce -7.6% | 1,516,998 | $151.7M |
| Wells Fargo & Company | 0.03% | Reduce -4.7% | 1,347,580 | $134.8M |
| Cetera Investment Advisers | 0.24% | Reduce -29.7% | 1,252,419 | $125.2M |
| MML Investors Services, LLC | 0.41% | Reduce -41.3% | 1,234,823 | $123.5M |
| Ameriprise Financial Inc. | 0.03% | Reduce -23.7% | 1,228,191 | $122.8M |
| PNC Financial Services Group, Inc. | 0.06% | Reduce -1.4% | 1,162,852 | $116.3M |
| UBS Group AG | 0.03% | Reduce -7.8% | 1,143,274 | $114.3M |
| FMR LLC | 0.01% | Reduce -2.4% | 1,028,656 | $102.9M |
| Bank of New York Mellon Corp | 0.02% | Reduce -35.1% | 960,354 | $96.0M |
| Old Mission Capital LLC | 1.80% | New | 934,745 | $93.5M |
| Janney Montgomery Scott LLC | 0.26% | Reduce -44.1% | 923,247 | $92.3M |
| OneDigital Investment Advisors LLC | 0.98% | Reduce -41.2% | 824,066 | $82.4M |
| Royal Bank of Canada | 0.02% | Add +15.2% | 758,710 | $75.9M |
| Sanctuary Advisors, LLC | 0.49% | Reduce -41.3% | 694,855 | $69.5M |
| Thrivent Financial for Lutherans | 0.15% | Reduce -1.2% | 674,759 | $68.2M |
| AE Wealth Management LLC | 0.57% | Reduce -21.4% | 675,734 | $67.6M |
| Commonwealth Equity Services, LLC | 0.09% | Reduce -18.1% | 663,572 | $66.4M |
| M&T Bank Corp | 0.24% | Reduce -7.0% | 655,694 | $65.6M |
| Northwestern Mutual Wealth Management Co. | 0.05% | Reduce -6.5% | 652,002 | $65.2M |
| Tiaa Trust, National Association | 0.20% | Reduce -18.1% | 637,577 | $63.8M |
| Raymond James Financial Inc. | 0.02% | Reduce -14.9% | 571,686 | $57.2M |
| NewEdge Advisors, LLC | 0.32% | Reduce -38.4% | 544,315 | $54.4M |
| Foundations Investment Advisors, LLC | 0.98% | Reduce -39.6% | 532,070 | $53.2M |
| Dynasty Wealth Management, LLC | 0.86% | Reduce -36.0% | 515,170 | $51.5M |
| Focus Partners Wealth | 0.13% | Reduce -6.9% | 505,115 | $50.5M |
| JB Capital LLC | 2.68% | Reduce -48.6% | 486,350 | $48.6M |
| Quent Capital, LLC | 4.99% | Add +4.3% | 475,235 | $47.5M |
| Beacon Pointe Advisors, LLC | 0.53% | Reduce -9.8% | 467,645 | $46.8M |
| Financial Synergies Wealth Advisors, Inc. | 5.56% | Add +3.8% | 456,868 | $45.7M |
| Goldman Sachs Group Inc. | 0.01% | Add +34.2% | 455,259 | $45.5M |
| Merit Financial Group, LLC | 0.67% | Add +72.8% | 448,737 | $44.9M |
| Charles Schwab Investment Management Inc. | 0.01% | New | 448,724 | $44.9M |
| Baker Avenue Asset Management, LP | 1.37% | Add +0.8% | 437,341 | $43.7M |
| Sagespring Wealth Partners, LLC | 1.08% | Reduce -40.0% | 426,911 | $42.7M |
| Sofi Wealth, LLC | 3.21% | Add +3969.1% | 426,641 | $42.7M |
| Kestra Investment Management, LLC | 0.80% | Reduce -18.2% | 415,702 | $41.6M |
| United Capital Financial Advisors, LLC | 0.36% | Reduce -48.0% | 415,476 | $41.5M |
| FAS Wealth Partners, Inc. | 3.35% | Add +0.6% | 411,049 | $41.1M |
| Mariner, LLC | 0.07% | Reduce -8.8% | 410,649 | $41.1M |
| Stifel Financial Corp. | 0.04% | Reduce -36.3% | 397,455 | $39.7M |
| Osaic Holdings, Inc. | 0.08% | Reduce -36.1% | 372,650 | $37.3M |
| Avantax Advisory Services, Inc. | 0.22% | Reduce -27.2% | 365,309 | $36.5M |
| Cary Street Partners Financial LLC | 1.10% | Reduce -0.3% | 349,723 | $35.0M |
| Austin Private Wealth, LLC | 2.91% | Reduce -42.9% | 324,241 | $32.4M |
| Kestra Advisory Services, LLC | 0.16% | Reduce -18.9% | 320,508 | $32.1M |
| Advocacy Wealth Management, LLC | 2.06% | Reduce -34.0% | 302,482 | $30.2M |
| Bokf, NA | 0.53% | Add +1.1% | 297,911 | $29.8M |
| Truist Financial Corp. | 0.05% | Reduce -38.7% | 296,769 | $29.7M |
| Natixis Advisors, LLC | 0.05% | Reduce -29.2% | 285,617 | $28.6M |
| Integrated Wealth Concepts LLC | 0.33% | Add +6.5% | 281,104 | $28.1M |
| Integrity Alliance, Llc. | 1.09% | Add +14.8% | 275,436 | $27.5M |
| NBT Bank, N.A. | 1.91% | Reduce -0.0% | 264,964 | $26.5M |
| Atria Wealth Solutions, Inc. | 0.32% | Reduce -39.6% | 263,736 | $26.4M |
| Captrust Financial Advisors | 0.07% | Reduce -1.2% | 263,539 | $26.4M |
| Cambridge Investment Research Advisors, Inc. | 0.09% | Reduce -27.9% | 259,814 | $26.0M |
| Corient Private Wealth LP | 0.04% | Reduce -4.8% | 255,214 | $25.5M |
| Life Line Wealth Management LLC | 9.25% | New | 251,498 | $25.1M |
| Bank of Montreal | 0.01% | Reduce -1.7% | 247,808 | $24.8M |
| Choreo, LLC | 0.38% | Add +33.5% | 247,342 | $24.7M |
| Octavia Wealth Advisors, LLC | 2.96% | Reduce -21.9% | 243,696 | $24.4M |
| MA Private Wealth | 4.50% | Reduce -0.2% | 239,035 | $23.9M |
| Mercer Global Advisors Inc. | 0.05% | Reduce -3.9% | 230,562 | $23.1M |
| EP Wealth Advisors, LLC | 0.18% | Reduce -11.2% | 224,071 | $22.4M |
| Country Club Bank | 1.49% | Reduce -0.6% | 218,914 | $22.1M |
| HighTower Advisors, LLC | 0.03% | Reduce -8.7% | 214,772 | $21.5M |
| Covenant Partners, LLC | 6.75% | Reduce -17.2% | 208,608 | $20.9M |
| Cassaday & Co Wealth Management LLC | 0.58% | Reduce -5.7% | 207,842 | $20.8M |
| Meridian Wealth Partners, LLC | 3.31% | Reduce -1.4% | 207,289 | $20.7M |
| RTD Financial Advisors, Inc. | 2.78% | Reduce -0.7% | 206,936 | $20.7M |
| Icon Wealth Advisors, LLC | 1.67% | Reduce -38.9% | 203,561 | $20.4M |
| Lineweaver Wealth Advisors, LLC | 3.45% | Add +62.4% | 202,429 | $20.2M |
| Cardinal Strategic Wealth Guidance | 6.11% | Reduce -11.3% | 191,252 | $19.1M |
| Pathstone Holdings, LLC | 0.08% | Reduce -1.1% | 188,464 | $18.8M |
| Atria Investments, Inc | 0.24% | Reduce -47.4% | 186,201 | $18.6M |
| Obsidian Cio, LLC | 2.91% | Add +5.4% | 179,006 | $17.9M |
| CreativeOne Wealth, LLC | 0.53% | Reduce -50.0% | 178,559 | $17.9M |
| Farther Finance Advisors, LLC | 0.44% | Reduce -16.7% | 173,261 | $17.4M |
| Waverly Advisors, LLC | 0.21% | Add +1.9% | 168,920 | $16.9M |
| Shakespeare Wealth Management, LLC | 4.50% | Add +0.1% | 168,175 | $16.8M |
| Baird Financial Group, Inc. | 0.03% | Reduce -14.4% | 167,992 | $16.8M |
| Moneta Group Investment Advisors LLC | 0.23% | Add +14.8% | 166,110 | $16.6M |
| Wealth Enhancement Advisory Services, LLC | 0.03% | Reduce -2.9% | 161,692 | $16.2M |
| CFS Investment Advisory Services, LLC | 1.37% | Reduce -30.2% | 154,241 | $15.4M |
| Creative Planning | 0.01% | Add +110.3% | 149,524 | $15.0M |
| Sharkey, Howes & Javer | 2.09% | Reduce -35.3% | 146,081 | $14.6M |
| Staley Capital Advisers Inc. | 0.65% | Add +4.7% | 144,452 | $14.4M |
| Strategic Blueprint, LLC | 0.78% | Reduce -28.0% | 142,254 | $14.2M |
| Robinswood Financial LLC | 5.21% | Add +0.8% | 141,072 | $14.1M |
"% of holder's portfolio" is EFG's weight in each manager's 13F, not the share of iShares MSCI Eafe Growth ETF the manager owns.