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EFG Institutional Ownership & 13F Holders | SmartMoneyDB

EFGISHARES TR

EAFE GRWTH ETF · CUSIP 464288885

Smart Money Ownership

Of the 8 tracked institutions holding EFG, 4 have a 3-year clone track record — 4 of them beat the S&P. Average holder's clone alpha: +5.4pt. It's a gauge of who owns the name, not just how many.

PRICE T ROWE ASSOCIATES INC /MD/

$1.2M

+2.7pt

Gotham Asset Management, LLC

$1.0M

+2.5pt

EFG (ISHARES TR) Institutional Ownership Summary

Among the 8 tracked institutional investors we monitor, EFG (ISHARES TR) is held with a combined value of $157.94M across 1,418,103 shares. The largest holder is FMR LLC with a position worth $110.27M. 3 funds increased their holdings. 4 funds reduced their position.

Total Institutional Value

$157.94M

Total Shares Held

1,418,103

Institutional Holders

This Quarter's Biggest Movers

Ranked by estimated dollars moved (share change × implied price). 13F data lags up to 45 days.

Biggest Buyers

BlackRock, Inc.+2154% shares~$39.9M AQR CAPITAL MANAGEMENT LLC+6% shares~$144.4K Gotham Asset Management, LLC+7% shares~$66.7K

Biggest Sellers

RENAISSANCE TECHNOLOGIES LLC−76% shares~$2.0M

13F Institutional Holders

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0.00% of book+2154.1%

$41.72M

AQR CAPITAL MANAGEMENT LLC

0.00% of book+6.2%

$2.47M

PRICE T ROWE ASSOCIATES INC /MD/

0.00% of book-

$1.16M

Gotham Asset Management, LLC

0.00% of book+7.0%

$1.02M

RENAISSANCE TECHNOLOGIES LLC

0.00% of book-75.6%

$634.81K

Fisher Asset Management, LLC

#	Fund	Value↓	Shares	Portfolio %	Change
1	FMR LLC	$110.27M	990,082	0.01%	-1.3%
2	BlackRock, Inc.	$41.72M	374,602	0.00%	+2154.1%
3	AQR CAPITAL MANAGEMENT LLC	$2.47M	22,205	0.00%	+6.2%
4	PRICE T ROWE ASSOCIATES INC /MD/	$1.16M	10,449	0.00%	-
5	Gotham Asset Management, LLC	$1.02M	9,156	0.00%	+7.0%
6	RENAISSANCE TECHNOLOGIES LLC	$634.81K	5,700	0.00%	-75.6%
7	Fisher Asset Management, LLC	$385.84K	3,464	0.00%	-25.0%
8	VANGUARD GROUP INC	$278.50K	2,445	0.00%	-9.0%

Frequently Asked Questions

Which institutional investors own the most EFG stock?

As of the latest SEC 13F filings, FMR LLC is the largest institutional holder of EFG with a position worth $110.27M, representing 0.01% of their portfolio. In total, 8 institutional investors hold EFG with a combined value of $157.94M.

What percentage of EFG is owned by institutional investors?

Institutional investors hold $157.94M worth of EFG stock across 8 positions. The largest institutional holder is FMR LLC with $110.27M in holdings.

What is a 13F filing and why does it matter for EFG?

A 13F filing is a quarterly report required by the SEC from institutional investment managers with over $100 million in assets. It discloses their holdings in U.S. equities. For EFG, these filings reveal which major funds are accumulating or reducing positions, providing insights into institutional sentiment.

Track EFG institutional moves

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