ISHARES TR (EFG): Institutional Ownership
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
8
13F filers
Aggregate Value
$43.8M
Across holders
Last Price
$121.75
2026-06-26
Sector
GICS
Holder activity2 new3 added3 reduced
| Manager⇅ | Type⇅ | Shares⇅ | Market Value▼ | % of Total⇅ | % of Portfolio⇅ | Action⇅ | QoQ Change⇅ | Quarter⇅ |
|---|---|---|---|---|---|---|---|---|
| CITADEL ADVISORS LLC CIK 0001423053 | Hedge Fund | 291K | $33.2M | 75.8% | 0.0% | Added | +$32.6M | Q3 2025 |
| Ancora Advisors, LLC CIK 0001446114 | Hedge Fund | 70K | $7.8M | 17.8% | 0.2% | Added | +$7.8M | Q1 2026 |
| Gotham Asset Management, LLC CIK 0001510387 | Hedge Fund | 9K | $1.0M | 2.3% | 0.0% | Added | +$67K | Q1 2026 |
| MARSHALL WACE, LLP CIK 0001318757 | Hedge Fund | 7K | $766K | 1.7% | 0.0% | New | — | Q3 2025 |
| RENAISSANCE TECHNOLOGIES LLC CIK 0001037389 | Hedge Fund | 6K | $635K | 1.4% | 0.0% | Reduced | $-2.0M | Q1 2026 |
| Fisher Asset Management, LLC CIK 0000850529 | Institutional Manager | 3K | $386K | 0.9% | 0.0% | Reduced | $-129K | Q1 2026 |
| AQR CAPITAL MANAGEMENT LLC CIK 0001167557 | Hedge Fund | 54 | $6K | 0.0% | 0.0% | Reduced | $-2.3M | Q1 2026 |
| Qube Research & Technologies Ltd CIK 0001729829 | Hedge Fund | 1 | $114 | 0.0% | 0.0% | New | — | Q4 2025 |
Added
Hedge Fund
$33.2M· 75.8% of total· 0.0% port· 291K sh· +$32.6M QoQ· Q3 2025
Added
Hedge Fund
$7.8M· 17.8% of total· 0.2% port· 70K sh· +$7.8M QoQ· Q1 2026
Added
Hedge Fund
$1.0M· 2.3% of total· 0.0% port· 9K sh· +$67K QoQ· Q1 2026
New
Hedge Fund
$766K· 1.7% of total· 0.0% port· 7K sh· — QoQ· Q3 2025
Reduced
Hedge Fund
$635K· 1.4% of total· 0.0% port· 6K sh· $-2.0M QoQ· Q1 2026
Reduced
Institutional Manager
$386K· 0.9% of total· 0.0% port· 3K sh· $-129K QoQ· Q1 2026
Reduced
Hedge Fund
$6K· 0.0% of total· 0.0% port· 54 sh· $-2.3M QoQ· Q1 2026
New
Hedge Fund
$114· 0.0% of total· 0.0% port· 1 sh· — QoQ· Q4 2025