ISHARES TR (EFG) is held by institutional investors who disclose positions via SEC 13F filings. View the full list of institutional holders on HoldingsIntel.

Are institutions buying or selling EFG?

HoldingsIntel tracks quarter-over-quarter changes in institutional positions for ISHARES TR, showing new buyers, position increases, decreases, and exits with conviction-weighted sentiment.

What is the Smart Money Verdict on EFG?

The Smart Money Verdict combines four independent signals (institutional 13F activity, insider trades, activist filings, and congressional trades) into a single assessment for ISHARES TR.

Is institutional money flowing into EFG?

129 institutional investors hold ISHARES TR (EFG). View detailed buyer/seller breakdown on HoldingsIntel.

What do hedge funds think about EFG?

Track institutional sentiment and conviction scores for ISHARES TR (EFG) including Smart Money Verdict and position changes on HoldingsIntel.

ISHARES TR

EFG·464288885·US·etf·Unknown - Unknown

EAFE GRWTH ETF

EFG (ISHARES TR) is held by 129 institutional investors as of Q4 2025. Largest holders: JONES FINANCIAL COMPANIES LLLP ($441.5M), BANK OF AMERICA CORP /DE/ ($397.3M), ENVESTNET ASSET MANAGEMENT INC ($302.9M). Net institutional sentiment: Mixed.

129

Holders

Avg rating(18 Elite)

$4.8B

Total Value

50% (134)

Fund Consensus

57 buying - 56 selling

Smart Money Verdict- Q4 2025View all

50Mixed MomentumSingle Source

Held by 129 funds

18 elite

No recent insider, activist, or congressional trades found for this stock

13F: Dec 31, 2025Insider & Congress: Updated regularly

Fund	Action	Shares	Value	Weight	Est. P&L	Conviction
JONES FINANCIAL COMPANIES LLLP	Increased	3.9M(+2.1%)	$441.5M	0.3%	+56.17%	38
BANK OF AMERICA CORP /DE/	Decreased	3.5M(-0.2%)	$397.3M	0.0%	+23.43%	0
ENVESTNET ASSET MANAGEMENT INC	Decreased	2.7M(-38.8%)	$302.9M	0.1%	+29.27%	0
MORGAN STANLEY	Decreased	2.6M(-11.1%)	$297.3M	0.0%	+17.55%	0
NOMURA ASSET MANAGEMENT INTERNATIONAL INC.	New	2.4M	$270.5M	0.4%	+1.99%	51
JPMORGAN CHASE & CO	Decreased	2.2M(-20.6%)	$254.1M	0.0%	+23.43%	0
LPL Financial LLC	Decreased	2.2M(-18.2%)	$245.7M	0.1%	+26.86%	0
US BANCORP \DE\	Decreased	1.3M(-0.8%)	$149.5M	0.2%	+47.10%	0
PNC FINANCIAL SERVICES GROUP, INC.	Increased	1.2M(+4.5%)	$141.2M	0.1%	+23.51%	32
WELLS FARGO & COMPANY/MN	Decreased	1.2M(-3.0%)	$131.8M	0.0%	+40.20%	0
FMR LLC	Increased	1M(+5.1%)	$114.3M	0.0%	+22.18%	32
Cetera Investment Advisers	Decreased	980,611(-1.1%)	$111.7M	0.1%	+22.79%	0
UBS Group AG	Decreased	865,462(-13.8%)	$98.6M	0.0%	+38.57%	0
AMERIPRISE FINANCIAL INC	Decreased	769,913(-15.8%)	$87.7M	0.0%	+31.45%	0
CHARLES SCHWAB INVESTMENT MANAGEMENT INC	Decreased	668,195(-2.3%)	$76.1M	0.0%	+12.29%	0
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	Increased	661,270(+7.7%)	$75.3M	0.0%	+39.62%	32
TIAA TRUST, NATIONAL ASSOCIATION	Increased	640,754(+2.8%)	$73M	0.2%	+17.99%	36
Focus Partners Wealth	Increased	631,968(+1.4%)	$72M	0.1%	+17.22%	30
RAYMOND JAMES FINANCIAL INC	Increased	623,927(+7.0%)	$71.1M	0.0%	+20.66%	32
Bank of New York Mellon Corp	Increased	552,175(+45.3%)	$62.9M	0.0%	+16.67%	40
Sanctuary Advisors, LLC	Increased	539,068(+117.6%)	$61.4M	0.3%	+7.73%	57
AE Wealth Management LLC	Increased	519,721(+0.9%)	$59.2M	0.3%	+30.55%	35
MONETA GROUP INVESTMENT ADVISORS LLC	Increased	478,795(+6.9%)	$54.5M	0.4%	+12.31%	38
Beacon Pointe Advisors, LLC	Increased	438,424(+6.6%)	$49.9M	0.4%	+29.02%	37
ROYAL BANK OF CANADA	Decreased	437,864(-3.3%)	$49.9M	0.0%	+17.06%	0
Dynasty Wealth Management, LLC	Decreased	434,249(-23.9%)	$49.5M	0.5%	+19.22%	0
GOLDMAN SACHS GROUP INC	Decreased	428,119(-15.5%)	$48.8M	0.0%	+16.60%	0
COMMONWEALTH EQUITY SERVICES, LLC	Decreased	408,287(-8.3%)	$46.5M	0.1%	+33.10%	0
MML INVESTORS SERVICES, LLC	Decreased	390,383(-13.9%)	$44.5M	0.1%	+27.51%	0
Mariner, LLC	Decreased	348,430(-6.2%)	$39.7M	0.0%	+29.82%	0
Federation des caisses Desjardins du Quebec	Increased	335,394(+167.7Kx)	$38.2M	0.1%	+1.99%	56
Corient Private Wealth LLC	Increased	334,916(+28.5%)	$36.3M	0.0%	+27.62%	36
OSAIC HOLDINGS, INC.	Decreased	297,439(-28.6%)	$33.9M	0.0%	+27.82%	0
CAPTRUST FINANCIAL ADVISORS	Increased	264,135(+4.8%)	$30.1M	0.1%	+31.81%	30
BANK OF MONTREAL /CAN/	Increased	248,127(+5.2%)	$28.3M	0.0%	+21.63%	30
Kestra Advisory Services, LLC	Decreased	247,201(-3.5%)	$28.2M	0.1%	+27.35%	0
HighTower Advisors, LLC	Increased	224,963(+8.2%)	$25.6M	0.0%	+38.73%	31
Cresset Asset Management, LLC	Increased	224,092(+39.9%)	$25.5M	0.1%	+10.22%	45
Merit Financial Group, LLC	Increased	211,861(+36.1%)	$24.1M	0.2%	+13.89%	44
Lido Advisors, LLC	Increased	210,089(+5811.3%)	$23.9M	0.1%	+2.18%	46
TRUIST FINANCIAL CORP	Increased	190,005(+2.4%)	$21.6M	0.0%	+29.57%	29
OneDigital Investment Advisors LLC	Decreased	185,598(-4.6%)	$21.1M	0.2%	+27.73%	0
EP Wealth Advisors, LLC	Decreased	181,912(-11.9%)	$20.7M	0.1%	+18.41%	0
M&T BANK CORP	Decreased	66,562(-89.0%)	$19.8M	0.1%	+63.19%	0
JANE STREET GROUP, LLC	Decreased	173,279(-7.2%)	$19.7M	0.0%	+4.66%	0
MERCER GLOBAL ADVISORS INC /ADV	Decreased	164,523(-4.5%)	$18.7M	0.0%	+35.90%	0
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	Increased	153,034(+0.2%)	$18.1M	0.0%	+39.87%	28
Baird Financial Group, Inc.	Increased	158,454(+3.1%)	$18.1M	0.0%	+26.51%	29
STIFEL FINANCIAL CORP	Decreased	154,084(-11.5%)	$17.6M	0.0%	+32.93%	0
Creative Planning	Increased	152,036(+11.4%)	$17.3M	0.0%	+24.18%	31
Pathstone Holdings, LLC	Decreased	149,563(-22.1%)	$17M	0.1%	+18.95%	0
JOHNSON INVESTMENT COUNSEL INC	Increased	148,873(+8.9%)	$17M	0.1%	+18.89%	37
Integrated Wealth Concepts LLC	Decreased	143,335(-46.8%)	$16.3M	0.2%	+29.57%	0
NewEdge Advisors, LLC	Decreased	134,703(-40.4%)	$15.3M	0.1%	+25.90%	0
RWA WEALTH PARTNERS, LLC	Decreased	123,571(-0.1%)	$14.1M	0.2%	+38.04%	0
PRUDENTIAL FINANCIAL INC	Decreased	123,403(-0.7%)	$14.1M	0.0%	+21.10%	0
Waverly Advisors, LLC	Decreased	122,422(-24.4%)	$13.9M	0.1%	+18.18%	0
GREENLEAF TRUST	Decreased	118,611(-5.3%)	$13.5M	0.1%	+42.33%	0
Pinnacle Financial Partners, Inc.	New	117,768	$13.4M	0.1%	+1.99%	46
Envestnet Portfolio Solutions, Inc.	Decreased	115,588(-48.8%)	$13.2M	0.0%	+29.32%	0
&PARTNERS	Increased	111,822(+4.6%)	$12.7M	0.1%	+12.95%	29
Farther Finance Advisors, LLC	Increased	109,308(+19.1%)	$12.5M	0.1%	+22.06%	39
SUSQUEHANNA INTERNATIONAL GROUP, LLP	Decreased	88,433(-39.6%)	$10.1M	0.0%	+6.01%	0
BLAIR WILLIAM & CO/IL	Increased	81,438(+0.5%)	$9.3M	0.0%	+63.30%	28
CITIGROUP INC	Decreased	77,609(-2.5%)	$8.8M	0.0%	+20.88%	0
FRANKLIN RESOURCES INC	Increased	77,180(+0.7%)	$8.8M	0.0%	+25.29%	28
Cerity Partners LLC	Decreased	74,527(-5.0%)	$8.5M	0.0%	+21.85%	0
Orion Porfolio Solutions, LLC	Increased	72,881(+24.9%)	$8.3M	0.1%	+17.21%	34
GLENMEDE TRUST CO NA	Increased	66,739(+8.8%)	$7.6M	0.0%	+39.80%	30
COMMERCE BANK	Increased	65,211(+0.6%)	$7.4M	0.0%	+25.16%	27
Equitable Holdings, Inc.	Increased	64,915(+26.6%)	$7.4M	0.1%	+22.75%	34
NORTHERN TRUST CORP	Increased	63,468(+2.2%)	$7.2M	0.0%	+34.45%	28
COMERICA BANK	Increased	58,205(+12.1%)	$6.6M	0.0%	+30.42%	31
Rockefeller Capital Management L.P.	Increased	56,425(+40.0%)	$6.4M	0.0%	+14.21%	36
NewEdge Wealth, LLC	Increased	47,880(+1077.6%)	$5.5M	0.1%	+3.95%	44
Private Advisor Group, LLC	Decreased	43,612(-15.6%)	$5M	0.0%	+22.99%	0
SILVERCREST ASSET MANAGEMENT GROUP LLC	New	43,296	$4.9M	0.0%	+1.99%	37
Aptus Capital Advisors, LLC	Decreased	42,004(-2.1%)	$4.8M	0.0%	+20.65%	0
Neuberger Berman Group LLC	New	41,791	$4.8M	0.0%	+1.99%	37
Steward Partners Investment Advisory, LLC	Decreased	37,274(-13.1%)	$4.2M	0.0%	+32.60%	0
Quantinno Capital Management LP	Increased	29,690(+18.4%)	$3.4M	0.0%	+7.29%	31
Savant Capital, LLC	Decreased	28,778(-5.2%)	$3.3M	0.0%	+30.33%	0
HUNTINGTON NATIONAL BANK	Decreased	27,066(-0.9%)	$3.1M	0.0%	+28.12%	0
Wealthspire Advisors, LLC	Increased	26,879(+4.2%)	$3.1M	0.0%	+23.15%	28
Financial Engines Advisors L.L.C.	Decreased	23,488(-0.5%)	$2.7M	0.0%	+7.80%	0
RENAISSANCE TECHNOLOGIES LLC	Increased	23,400(+185.4%)	$2.7M	0.0%	+3.41%	42
HSBC HOLDINGS PLC	New	23,338	$2.7M	0.0%	+1.99%	36
AQR CAPITAL MANAGEMENT LLC	Increased	20,911(+14.2%)	$2.4M	0.0%	+13.19%	30
D.A. DAVIDSON & CO.	Increased	20,511(+0.7%)	$2.3M	0.0%	+44.67%	26
Quadrature Capital Ltd	New	17,322	$2M	0.0%	+1.99%	36
BlackRock, Inc.	Decreased	16,619(-29.0%)	$1.9M	0.0%	+23.43%	0
ASSETMARK, INC	Increased	16,452(+4.7%)	$1.9M	0.0%	+18.77%	27
BROWN ADVISORY INC	Decreased	14,027(-2.8%)	$1.6M	0.0%	+44.52%	0
UNITED CAPITAL FINANCIAL ADVISORS, LLC	Decreased	13,950(-69.1%)	$1.6M	0.0%	+22.78%	0
Sequoia Financial Advisors, LLC	Decreased	13,781(-1.4%)	$1.6M	0.0%	+23.61%	0
MATHER GROUP, LLC.	Increased	13,714(+0.1%)	$1.6M	0.0%	+25.33%	25
ALLIANCEBERNSTEIN L.P.	New	13,442	$1.5M	0.0%	+1.99%	35
KEYBANK NATIONAL ASSOCIATION/OH	Decreased	10,730(-9.6%)	$1.2M	0.0%	+19.57%	0
QRG CAPITAL MANAGEMENT, INC.	Increased	10,269(+0.8%)	$1.2M	0.0%	+5.01%	25
IEQ CAPITAL, LLC	Increased	10,056(+1.5%)	$1.1M	0.0%	+30.42%	26
Wealthfront Advisers LLC	Increased	9,713(+6.2%)	$1.1M	0.0%	+23.77%	27
HB Wealth Management, LLC	Increased	9,182(+30.1%)	$1M	0.0%	+13.41%	32
O'SHAUGHNESSY ASSET MANAGEMENT, LLC	Increased	8,995(+19.4%)	$1M	0.0%	+18.04%	30
Gotham Asset Management, LLC	Increased	8,556(+22.9%)	$974,700	0.0%	+16.49%	30
CIBC WORLD MARKET INC.	Decreased	8,389(-4.4%)	$955,675	0.0%	+27.70%	0
NATIONAL BANK OF CANADA /FI/	Increased	7,784(+689.5%)	$886,753	0.0%	+2.92%	40
MAI Capital Management	Increased	7,039(+56.7%)	$801,920	0.0%	+28.00%	35
BENJAMIN EDWARDS INC	Decreased	5,859(-5.2%)	$667,442	0.0%	+13.36%	0
TD Waterhouse Canada Inc.	Increased	5,568(+3469.2%)	$634,307	0.0%	+2.49%	39
SCS Capital Management LLC	Decreased	4,800(-11.1%)	$546,846	0.0%	+29.12%	0
Fisher Asset Management, LLC	Increased	4,618(+103.6%)	$526,116	0.0%	+12.46%	39
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC	New	3,174	$361,582	0.0%	+1.99%	33
DAVENPORT & Co LLC	Decreased	3,080(-17.1%)	$350,902	0.0%	+20.47%	0
Vident Advisory, LLC	Decreased	3,079(-17.2%)	$350,760	0.0%	+5.67%	0
Allworth Financial LP	Decreased	2,968(-1.9%)	$338,103	0.0%	+29.56%	0
FIFTH THIRD BANCORP	Increased	2,874(+39.6%)	$327,406	0.0%	+8.98%	31
Haverford Trust Co	Increased	2,667(+7.2%)	$303,825	0.0%	+20.26%	25
VANGUARD GROUP INC	Decreased	2,445(-9.0%)	$278,502	0.0%	+15.52%	0
SCOTIA CAPITAL INC.	Increased	1,822(+1.2%)	$207,562	0.0%	+6.09%	23
CIBC Private Wealth Group LLC	Decreased	1,805(-6.5%)	$205,650	0.0%	+14.74%	0
HARDING LOEVNER LP	Decreased	1,794(-75.8%)	$204,372	0.0%	+4.66%	0
WHITTIER TRUST CO	Decreased	900(-28.3%)	$106,173	0.0%	+38.17%	0
LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA	Unchanged	749	$91,168	0.0%	+17.87%	0
Allspring Global Investments Holdings, LLC	Unchanged	530	$62,132	0.0%	+25.57%	0
BROWN BROTHERS HARRIMAN & CO	Unchanged	246	$28,024	0.0%	+23.43%	0
EXCHANGE TRADED CONCEPTS, LLC	Decreased	31(-46.5%)	$3,532	0.0%	+6.15%	0
PRICE T ROWE ASSOCIATES INC /MD/	Unchanged	10,449	$1,191	0.0%	+26.00%	0
Russell Investments Group, Ltd.	Unchanged	6	$684	0.0%	+18.64%	0
Qube Research & Technologies Ltd	Decreased	1(-100.0%)	$114	0.0%	+6.15%	0
MARSHALL WACE, LLP	Exited	0(-100.0%)	$2.5M	0.0%	+2.62%	0
HRT FINANCIAL LP	Exited	0(-100.0%)	$5,731	0.0%	+2.62%	0
Kovitz Investment Group Partners, LLC	Exited	0(-100.0%)	$1.8M	0.0%	+12.56%	0
Erste Asset Management GmbH	Exited	0	$0	0.0%	+2.62%	0
CITADEL ADVISORS LLC	Exited	0(-100.0%)	$33.2M	0.0%	+2.80%	0

ISHARES TR

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