ISHARES TR

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EFG·464288885·US·ETF

EFG (ISHARES TR) is held by 126 institutional investors as of Q2 2026. Largest holders: ENVESTNET ASSET MANAGEMENT INC ($2.9B), LPL Financial LLC ($1.1B), MORGAN STANLEY ($665.8M). Net institutional sentiment: Bullish.

126

Holders

(22 Elite)

$11.2B

Total Value

72% (123)

Consensus

88 buying - 35 selling

13F: Jun 30, 2026Insider & Congress: Updated regularly

Smart Money Verdict

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Institutional (13F)74

Insider (Form 4)35

Activist (13D/13G)52

Congressional (STOCK Act)70

Holder Quality

83

★★★★★

Elite

27

★★★★

Strong

11

★★★

Solid

49

★★

Below

76

★

Weak

Held by 126 funds

22 elite

Who's Trading

Source dates: Price Oct 9, 2026 · Insiders none · Activists none · Congress none

No recent insider, activist, or congressional trades for EFG.

Top Holders

Top Holders (126)History

AllNewIncreasedHeldDecreasedExitedFirst report

Checking access…

Fund	Action	Shares	Value	Weight	Est. P&L	Conviction
ENVESTNET ASSET MANAGEMENT INC	Increased	23.6M(+5.4%)	$2.9B	0.7%	+5.39%	47
LPL Financial LLC	Increased	8.6M(+9.2%)	$1.1B	0.2%	+8.18%	42
MORGAN STANLEY	Increased	5.4M(+12.4%)	$665.8M	0.0%	+10.29%	35
BANK OF AMERICA CORP /DE/	Increased	5.3M(+12.0%)	$656.2M	0.0%	+16.91%	35
JONES FINANCIAL COMPANIES LLLP	Increased	4.4M(+1.7%)	$532.6M	0.2%	+51.03%	38
NANOMURA ASSET MANAGEMENT INTERNATIONAL INC.	Increased	3.8M(+63.5%)	$469.6M	0.7%	+1.67%	64
JPMORGAN CHASE & CO	Increased	3.5M(+0.8%)	$426.5M	0.0%	+15.13%	31
Cetera Investment Advisers	Increased	2.4M(+6.7%)	$293.1M	0.3%	+11.19%	39
MML INVESTORS SERVICES, LLC	Increased	1.9M(+25.9%)	$241.5M	0.5%	+6.23%	45
Envestnet Portfolio Solutions, Inc.	Increased	1.9M(+2.8%)	$235.4M	1.1%	+4.31%	50
Bank of New York Mellon Corp	Increased	1.6M(+8.1%)	$198M	0.0%	+7.87%	33
US BANCORP \DE\	Increased	1.6M(+19.4%)	$193.8M	0.2%	+38.81%	43
AMERIPRISE FINANCIAL INC	Increased	1.5M(+38.0%)	$187.7M	0.0%	+15.02%	40
PNC FINANCIAL SERVICES GROUP, INC.	Increased	1.2M(+0.0%)	$154.5M	0.1%	+27.22%	30
WELLS FARGO & COMPANY/MN	Decreased	1.2M(-2.7%)	$153M	0.0%	+39.75%	0
NewEdge Advisors, LLC	Increased	1.1M(+63.2%)	$134.5M	0.4%	+3.07%	52
UBS Group AG	Increased	1.1M(+9.1%)	$134.2M	0.0%	+31.76%	33
Sanctuary Advisors, LLC	Increased	1M(+18.9%)	$126.6M	0.6%	+8.17%	50
FMR LLC	Increased	1M(+2.6%)	$126.4M	0.0%	+24.96%	31
CHARLES SCHWAB INVESTMENT MANAGEMENT INC	Increased	1M(+53.5%)	$124.6M	0.0%	+8.30%	42

Showing 1-20 of 129

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EFGISHARES TR

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High Conviction Moves-Smart Money Convergence-Fund Consensus-Double-Down Detection

Data sourced from four public-disclosure sources: SEC 13F, Form 4, 13D/13G, and House/Senate STOCK Act disclosures. Not financial advice. Full disclaimer