EFG Institutional Ownership
iShares MSCI EAFE Growth ETF
1W: +0.2%
1M: -1.4%
3M: -3.1%
YTD: +5.2%
1Y: +7.0%
3Y: +48.6%
5Y: +17.5%
$121.08
+1.85 (+1.55%)
Weekly Expected Move ±2.1%
$116
$119
$121
$124
$126
Overview
Chart
Holdings
Changes
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Analysis
Peers
Institutions
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Institutional Ownership — EFG
1,118
Institutional Holders
+33 vs prior quarter
0.0%
Ownership
+0.00pp
15B
Total Invested
113
New Positions
480
Increased
343
Reduced
52
Closed
1.00
Put/Call Ratio
Ownership Trends
Top Institutional Holders (1185 total)
| # | Holder | Shares | Value | Change | Change % | Holding Period | Filing |
|---|---|---|---|---|---|---|---|
| 1 | ENVESTNET ASSET MANAGEMENT INC | 23,610,616 | 2.9B | +1,210,805 | +5.4% | 76Q | SEC ↗ |
| 2 | LPL Financial LLC | 8,635,516 | 1.0B | +728,872 | +9.2% | 61Q | SEC ↗ |
| 3 | MORGAN STANLEY | 5,350,855 | $648M | +589,550 | +12.4% | 60Q | SEC ↗ |
| 4 | BANK OF AMERICA CORP /DE | 5,274,307 | $639M | +565,769 | +12.0% | 15Q | SEC ↗ |
| 5 | JONES FINANCIAL COMPANIES LLLP | 4,373,043 | $529M | +73,145 | +1.7% | 26Q | SEC ↗ |
| 6 | NOMURA ASSET MANAGEMENT INTERNATIONAL | 3,773,931 | $457M | +1,465,063 | +63.5% | 3Q | SEC ↗ |
| 7 | JPMORGAN CHASE & CO | 3,461,739 | $419M | +28,645 | +0.8% | 73Q | SEC ↗ |
| 8 | Cetera Investment Advisers | 2,355,345 | $285M | +147,139 | +6.7% | 25Q | SEC ↗ |
| 9 | PARK AVENUE SECURITIES LLC | 2,125,557 | $257M | +76,683 | +3.7% | 25Q | SEC ↗ |
| 10 | MML INVESTORS SERVICES, LLC | 1,941,127 | $235M | +399,813 | +25.9% | 37Q | SEC ↗ |
| 11 | Envestnet Portfolio Solutions, Inc. | 1,892,107 | $229M | +52,153 | +2.8% | 12Q | SEC ↗ |
| 12 | Bank of New York Mellon Corp | 1,591,608 | $193M | +119,245 | +8.1% | 76Q | SEC ↗ |
| 13 | US BANCORP \DE | 1,557,647 | $189M | +252,755 | +19.4% | 77Q | SEC ↗ |
| 14 | AMERIPRISE FINANCIAL INC | 1,508,102 | $183M | +415,438 | +38.0% | 16Q | SEC ↗ |
| 15 | PNC Financial Services Group, Inc. | 1,242,056 | $150M | +187 | +0.0% | 15Q | SEC ↗ |
| 16 | WELLS FARGO & COMPANY/MN | 1,229,313 | $149M | -34,082 | -2.7% | 83Q | SEC ↗ |
| 17 | Janney Montgomery Scott LLC | 1,204,921 | $146M | +63,923 | +5.6% | 39Q | SEC ↗ |
| 18 | NewEdge Advisors, LLC | 1,081,097 | $131M | +418,816 | +63.2% | 25Q | SEC ↗ |
| 19 | UBS Group AG | 1,078,606 | $131M | +90,116 | +9.1% | 47Q | SEC ↗ |
| 20 | Sanctuary Advisors, LLC | 1,017,830 | $123M | +162,024 | +18.9% | 9Q | SEC ↗ |
| 21 | FMR LLC | 1,015,901 | $123M | +25,819 | +2.6% | 57Q | SEC ↗ |
| 22 | Sixth Street Partners Management Compa NEW | 1,001,838 | $121M | — | +0.0% | 1Q | SEC ↗ |
| 23 | CHARLES SCHWAB INVESTMENT MANAGEMENT I | 1,001,838 | $121M | +349,177 | +53.5% | 6Q | SEC ↗ |
| 24 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT | 847,247 | $103M | +25,939 | +3.2% | 75Q | SEC ↗ |
| 25 | TRUIST FINANCIAL CORP | 762,510 | $92M | -1,169 | -0.2% | 53Q | SEC ↗ |
| 26 | JB Capital LLC | 744,687 | $90M | +45,292 | +6.5% | 20Q | SEC ↗ |
| 27 | RAYMOND JAMES FINANCIAL INC | 645,420 | $78M | +25,731 | +4.2% | 7Q | SEC ↗ |
| 28 | Foundations Investment Advisors, LLC | 624,359 | $76M | +389,279 | +165.6% | 25Q | SEC ↗ |
| 29 | OSAIC HOLDINGS, INC. | 598,592 | $72M | +78,787 | +15.2% | 26Q | SEC ↗ |
| 30 | Beacon Pointe Advisors, LLC | 592,307 | $72M | +26,340 | +4.7% | 25Q | SEC ↗ |
| 31 | Quent Capital, LLC | 591,861 | $72M | +24,663 | +4.3% | 19Q | SEC ↗ |
| 32 | Focus Partners Wealth | 584,217 | $71M | -20,258 | -3.4% | 11Q | SEC ↗ |
| 33 | AE Wealth Management LLC | 579,510 | $70M | +89,118 | +18.2% | 39Q | SEC ↗ |
| 34 | STIFEL FINANCIAL CORP | 576,901 | $70M | +45,986 | +8.7% | 49Q | SEC ↗ |
| 35 | Merit Financial Group, LLC | 551,289 | $67M | +299,547 | +119.0% | 22Q | SEC ↗ |
| 36 | FAS Wealth Partners, Inc. | 530,741 | $64M | +66,552 | +14.3% | 32Q | SEC ↗ |
| 37 | UNITED CAPITAL FINANCIAL ADVISORS, LLC | 530,721 | $64M | +40,238 | +8.2% | 59Q | SEC ↗ |
| 38 | Pacific Life Fund Advisors LLC | 529,971 | $64M | +413,571 | +355.3% | 2Q | SEC ↗ |
| 39 | M&T Bank Corp | 518,930 | $63M | -37,417 | -6.7% | 20Q | SEC ↗ |
| 40 | CARY STREET PARTNERS FINANCIAL LLC | 516,696 | $63M | -9,437 | -1.8% | 7Q | SEC ↗ |
| 41 | Savvy Advisors, Inc. | 507,288 | $61M | +42,988 | +9.3% | 11Q | SEC ↗ |
| 42 | COMMONWEALTH EQUITY SERVICES, LLC | 494,601 | $60M | +97,287 | +24.5% | 35Q | SEC ↗ |
| 43 | OneDigital Investment Advisors LLC | 486,226 | $59M | +308,608 | +173.7% | 16Q | SEC ↗ |
| 44 | BlackRock, Inc. | 481,433 | $58M | +106,831 | +28.5% | 8Q | SEC ↗ |
| 45 | Financial Synergies Wealth Advisors, I | 479,599 | $58M | -6,657 | -1.4% | 24Q | SEC ↗ |
| 46 | Baker Avenue Asset Management, LP | 461,078 | $56M | +6,725 | +1.5% | 42Q | SEC ↗ |
| 47 | NATIXIS ADVISORS, LLC | 460,931 | $56M | -110,129 | -19.3% | 55Q | SEC ↗ |
| 48 | ROYAL BANK OF CANADA | 438,695 | $53M | -193,994 | -30.7% | 68Q | SEC ↗ |
| 49 | MONETA GROUP INVESTMENT ADVISORS LLC | 432,150 | $52M | -8,446 | -1.9% | 29Q | SEC ↗ |
| 50 | TIAA-CREF INDIVIDUAL & INSTITUTIONAL S | 429,048 | $52M | -64,135 | -13.0% | 2Q | SEC ↗ |
Recent Activity
New Positions (20)
| Holder | Shares | Value |
|---|---|---|
| Sixth Street Partners Management Co | 1,001,838 | $121M |
| Caisse de depot et placement du Que | 389,670 | $47M |
| My Portfolio Guide, LLC | 100,918 | $12M |
| Lineweaver Wealth Advisors, LLC | 87,532 | $11M |
| Diversify Advisory Services, LLC | 87,297 | $11M |
| Global Retirement Partners, LLC | 82,688 | $10M |
| Ocean Park Asset Management, LLC | 72,975 | $9M |
| J.W. COLE ADVISORS, INC. | 66,286 | $8M |
| Montgomery Financial Services LLC | 49,158 | $6M |
| WCG Wealth Advisors LLC | 48,789 | $6M |
| FIDUCIARY FINANCIAL ADVISORS | 46,432 | $6M |
| Beacon Bridge Wealth Partners, LLC | 45,808 | $6M |
| KELLEHER FINANCIAL ADVISORS | 39,371 | $5M |
| Bluespring Wealth Management, LLC | 23,715 | $3M |
| ZENITH SOLUTIONS, INC. | 21,968 | $3M |
| Beacon Capital Management, LLC | 21,340 | $3M |
| Scissortail Wealth Management, LLC | 18,439 | $2M |
| Clark Capital Management Group, Inc | 17,447 | $2M |
| Landing Point Financial Group, LLC | 16,548 | $2M |
| Advisory Solutions Group, LLC | 16,329 | $2M |
Sold Out (20)
| Holder | Prev Shares | Prev Value |
|---|---|---|
| Shakespeare Wealth Management, LLC | 180,701 | $22M |
| JANE STREET GROUP, LLC | 73,347 | $9M |
| Cobblestone Asset Management LLC | 48,639 | $6M |
| NEUBERGER BERMAN GROUP LLC | 41,791 | $5M |
| ABOUND FINANCIAL, LLC | 40,623 | $5M |
| EVOKE WEALTH, LLC | 33,815 | $4M |
| Concorde Asset Management, LLC | 27,590 | $3M |
| FLOW TRADERS U.S. LLC | 27,338 | $3M |
| M1 Capital Management LLC | 27,273 | $3M |
| KMG FIDUCIARY PARTNERS, LLC | 22,058 | $3M |
| Altura Wealth Advisors Inc. | 21,545 | $3M |
| Quadrature Capital Ltd | 17,322 | $2M |
| GTS SECURITIES LLC | 16,787 | $2M |
| SILVER OAK SECURITIES, INCORPORATED | 15,974 | $2M |
| Venturi Wealth Management, LLC | 12,310 | $1M |
| Capital Asset Managemnet, LLC | 11,554 | $1M |
| Quadrant Private Wealth Management, | 11,040 | $1M |
| Emergent Wealth Advisors, LLC | 10,859 | $1M |
| SageView Advisory Group, LLC | 10,398 | $1M |
| M Holdings Securities, Inc. | 10,026 | $1M |
Biggest Increases (20)
| Holder | Added | Change % | Total Shares |
|---|---|---|---|
| NOMURA ASSET MANAGEMENT INTERNATION | +1,465,063 | +63.5% | 3,773,931 |
| ENVESTNET ASSET MANAGEMENT INC | +1,210,805 | +5.4% | 23,610,616 |
| LPL Financial LLC | +728,872 | +9.2% | 8,635,516 |
| MORGAN STANLEY | +589,550 | +12.4% | 5,350,855 |
| BANK OF AMERICA CORP /DE | +565,769 | +12.0% | 5,274,307 |
| NewEdge Advisors, LLC | +418,816 | +63.2% | 1,081,097 |
| AMERIPRISE FINANCIAL INC | +415,438 | +38.0% | 1,508,102 |
| Pacific Life Fund Advisors LLC | +413,571 | +355.3% | 529,971 |
| MML INVESTORS SERVICES, LLC | +399,813 | +25.9% | 1,941,127 |
| Foundations Investment Advisors, LL | +389,279 | +165.6% | 624,359 |
| CHARLES SCHWAB INVESTMENT MANAGEMEN | +349,177 | +53.5% | 1,001,838 |
| OneDigital Investment Advisors LLC | +308,608 | +173.7% | 486,226 |
| Merit Financial Group, LLC | +299,547 | +119.0% | 551,289 |
| US BANCORP \DE | +252,755 | +19.4% | 1,557,647 |
| Sanctuary Advisors, LLC | +162,024 | +18.9% | 1,017,830 |
| Cetera Investment Advisers | +147,139 | +6.7% | 2,355,345 |
| Vise Technologies, Inc. | +140,595 | +511.6% | 168,077 |
| Marks Group Wealth Management, Inc | +136,635 | +85.2% | 296,920 |
| Bank of New York Mellon Corp | +119,245 | +8.1% | 1,591,608 |
| INTEGRITY ALLIANCE, LLC. | +113,245 | +105.5% | 220,612 |
Biggest Decreases (20)
| Holder | Reduced | Change % | Total Shares |
|---|---|---|---|
| ROYAL BANK OF CANADA | -193,994 | -30.7% | 438,695 |
| Corient Private Wealth LP | -193,729 | -62.5% | 116,161 |
| Lido Advisors, LLC | -135,407 | -64.0% | 76,020 |
| SUSQUEHANNA INTERNATIONAL GROUP, LL | -127,591 | -66.4% | 64,488 |
| Lloyd Advisory Services, LLC. | -110,224 | -93.6% | 7,478 |
| NATIXIS ADVISORS, LLC | -110,129 | -19.3% | 460,931 |
| TIAA-CREF INDIVIDUAL & INSTITUTIONA | -64,135 | -13.0% | 429,048 |
| Koss-Olinger Consulting, LLC | -62,119 | -89.7% | 7,123 |
| NorthRock Partners, LLC | -58,437 | -37.5% | 97,203 |
| Ancora Advisors LLC | -53,702 | -76.2% | 16,757 |
| Private Advisor Group, LLC | -41,498 | -59.0% | 28,849 |
| Mariner, LLC | -38,395 | -10.2% | 338,079 |
| Independent Advisor Alliance | -37,600 | -84.7% | 6,800 |
| M&T Bank Corp | -37,417 | -6.7% | 518,930 |
| Gateway Wealth Partners, LLC | -34,653 | -41.0% | 49,853 |
| WELLS FARGO & COMPANY/MN | -34,082 | -2.7% | 1,229,313 |
| Mosley Wealth Management | -32,095 | -78.7% | 8,697 |
| SOL Capital Management CO | -30,619 | -75.1% | 10,151 |
| U.S. Capital Wealth Advisors, LLC | -27,948 | -47.0% | 31,506 |
| Net Worth Advisory Group | -26,986 | -79.3% | 7,032 |