ISHARES TR (EFG): Ownership & Insider Activity
Hedge funds and institutional managers reporting a position in EFG. Based on the most recent 13F filing from each holder, sourced from SEC EDGAR.
Reported Holders
6
13F filers
Aggregate Value
$14.3M
Across holders
Last Price
$125.06
2026-08-24
Sector
—
GICS
Quarterly fund activity2 increased3 reduced0 exited
| Manager⇅ | Type⇅ | Shares⇅ | Market Value▼ | % of Total⇅ | % of Portfolio⇅ | Action⇅ | QoQ Change⇅ | Quarter⇅ |
|---|---|---|---|---|---|---|---|---|
| Rockefeller Capital Management L.P. CIK 0001739439 | Hedge Fund | 59K | $7.4M | 51.8% | 0.0% | Added | $-19.8M | Q2 2026 |
| AQR CAPITAL MANAGEMENT LLC CIK 0001167557 | Hedge Fund | 25K | $3.1M | 21.7% | 0.0% | Added | $-2.4M | Q2 2026 |
| Ancora Advisors, LLC CIK 0001446114 | Hedge Fund | 17K | $2.1M | 14.6% | 0.0% | Reduced | +$2.0M | Q2 2026 |
| Gotham Asset Management, LLC CIK 0001510387 | Hedge Fund | 9K | $1.1M | 8.0% | 0.0% | Unchanged | +$0 | Q2 2026 |
| Fisher Asset Management, LLC CIK 0000850529 | Institutional Manager | 3K | $324K | 2.3% | 0.0% | Reduced | $-107K | Q2 2026 |
| RENAISSANCE TECHNOLOGIES LLC CIK 0001037389 | Hedge Fund | 2K | $236K | 1.7% | 0.0% | Reduced | $-473K | Q2 2026 |
Added
Hedge Fund
$7.4M· 51.8% of total· 0.0% port· 59K sh· $-19.8M QoQ· Q2 2026
Added
Hedge Fund
$3.1M· 21.7% of total· 0.0% port· 25K sh· $-2.4M QoQ· Q2 2026
Reduced
Hedge Fund
$2.1M· 14.6% of total· 0.0% port· 17K sh· +$2.0M QoQ· Q2 2026
Unchanged
Hedge Fund
$1.1M· 8.0% of total· 0.0% port· 9K sh· +$0 QoQ· Q2 2026
Reduced
Institutional Manager
$324K· 2.3% of total· 0.0% port· 3K sh· $-107K QoQ· Q2 2026
Reduced
Hedge Fund
$236K· 1.7% of total· 0.0% port· 2K sh· $-473K QoQ· Q2 2026
Loading recent insider activity…