13F Insight
DOSSIER · 13F Holders · Q1 2026ETF · Exchange Traded FundBellwetherCompounder
EFG

ISHARES MSCI EAFE GROWTH ETF

1,088 institutions still hold ISHARES MSCI EAFE GROWTH ETF as of Q1 2026. Tracked across SEC 13F-HR filings, with insider and 13D/G activity surfaced alongside.

CUSIP 464288885·Exchange Traded Fund·1,088 13F holders·last filed Mar 31, 2026
Market cap
—
▼ 9.7%
vs prior quarter
13F value held
$7.3B
64.0% inst. owned
of float
Holders
1,088
-30 QoQ
filers reporting
Activity
+36 / −70
+877 added · −696 reduced
this quarter
Concentration
34.04%
ENVESTNET ASSET MANAGEMENT INC #1
top holder share
AI Holders Summary · Q1 2026

1,088 institutions reported EFG in Q1 2026. ENVESTNET ASSET MANAGEMENT INC leads at 34.0% of the visible book. -30 net institutions QoQ — distribution reading.

Top holders

Sorted by position value. Source: SEC EDGAR 13F-HR filings.

#HolderValueShares% port.Quarter
01
ENVESTNET ASSET MANAGEMENT INC
CIK 0001407543
$2.5B22.4M0.67%Q1 202602
LPL Financial LLC
CIK 0001403438
$881M7.9M0.23%Q1 202603
MORGAN STANLEY
CIK 0000895421
$530M4.8M0.03%Q1 202604
BANK OF AMERICA CORP /DE/
CIK 0000070858
$524M4.7M0.04%Q1 202605
JONES FINANCIAL COMPANIES LLLP
CIK 0000815917
$463M4.3M0.22%Q1 202606
JPMORGAN CHASE & CO
CIK 0000019617
$370M3.4M0.02%Q1 202607
Delaware Management Holdings, Inc.
CIK 0000921739
$257M2.3M0.44%Q1 202608
Cetera Investment Advisers
CIK 0001666741
$246M2.2M0.26%Q1 202609
Envestnet Portfolio Solutions, Inc.
CIK 0001998033
$205M1.8M1.13%Q1 202610
MML INVESTORS SERVICES, LLC
CIK 0000701059
$172M1.5M0.48%Q1 202611
Bank of New York Mellon Corp
CIK 0001390777
$164M1.5M0.03%Q1 202612
US BANCORP \DE\
CIK 0000036104
$145M1.3M0.18%Q1 202613
WELLS FARGO & COMPANY/MN
CIK 0000072971
$141M1.3M0.03%Q1 202614
AMERIPRISE FINANCIAL INC
CIK 0000820027
$122M1.1M0.03%Q1 202615
PNC FINANCIAL SERVICES GROUP, INC.
CIK 0000713676
$122M1.1M0.07%Q4 202516
FMR LLC
CIK 0000315066
$110M990K0.01%Q1 202617
UBS Group AG
CIK 0001610520
$110M988K0.02%Q1 202618
Sanctuary Advisors, LLC
CIK 0001777271
$95M856K0.52%Q1 202619
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO
CIK 0001141802
$91M821K0.06%Q1 202620
TRUIST FINANCIAL CORP
CIK 0000092230
$85M764K0.11%Q1 2026
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