EFG

ISHARES TR

$120.86 ▲ +1.36%

Prev close $119.23

21 New Institutional Positions9 Institutional Exits

Snapshot

The big-picture read on EFG right now — valuation, ownership and activity at a glance.

Inst. Holders

50 funds

Inst. Value

$10.7B

Inst. Activity

21 buys / 9 sells

Price chart 30d -1.6%

Daily candles (open–high–low–close) with volume. Green = up day, red = down day.

Vol

Recent activity

The latest filings, insider trades, analyst actions, press and options flow — newest first.

Oct 1, 2026 short_volume

Short Volume: EFG — 63.4% short (0.8M / 1.3M)

Short: 811,966 | Exempt: 19 | TRF Vol: 1,280,780 | Short Ratio: 63.4% | Off-exchange volume (dark po

Jun 30, 2026 Inst.

NOMURA ASSET MANAGEMENT INTERNATIONAL — ADD

3,773,931 shares ($469.6M)

Jun 30, 2026 Inst.

MML INVESTORS SERVICES, LLC — ADD

1,941,127 shares ($241.5M)

Upcoming & catalyst events

Scheduled dates plus disclosed catalysts — earnings, dividends, enforcement, FDA and clinical-trial events. Colored dot = impact.

Oct 1, 2026

short_volume

Short Volume: EFG — 63.4% short (0.8M / 1.3M)

Short: 811,966 | Exempt: 19 | TRF Vol: 1,280,780 | Short Ratio: 63.4% | Off-exchange volume (dark pool + OTC)

Sep 30, 2026

short_volume

Short Volume: EFG — 58.7% short (0.8M / 1.4M)

Short: 805,400 | Exempt: 0 | TRF Vol: 1,371,149 | Short Ratio: 58.7% | Off-exchange volume (dark pool + OTC)

Sep 10, 2026

short_volume

Short Volume: EFG — 68.1% short (0.5M / 0.7M)

Short: 496,474 | Exempt: 43 | TRF Vol: 728,649 | Short Ratio: 68.1% | Off-exchange volume (dark pool + OTC)

Sep 7, 2026

dark_pool

Dark Pool: EFG — 0.3M shares, 4,690 trades

Week starting 2026-09-07. Total ATS volume: 288,212 shares across 4,690 trades.

Aug 31, 2026

dark_pool

Dark Pool: EFG — 0.5M shares, 7,006 trades

Week starting 2026-08-31. Total ATS volume: 521,353 shares across 7,006 trades.

Institutional ownership

Which big funds own EFG (from quarterly 13F filings) and who is adding or trimming.

50 institutional holders with $10.7B total value (86,506,918 shares) as of 2026-Q2. Top holders: ENVESTNET, LPL, MORGAN. Net buying activity: 21 institutions added/increased vs 9 reduced.

Top holders — 2026-Q2

Fund	Shares	Value	% Tracked	Last move
ENVESTNET ASSET MANAGEMENT INC	23,610,616	$2.9B	27.3%	DOUBLED +742.5%
LPL Financial LLC	8,635,516	$1.1B	10.0%	DOUBLED +266.6%
MORGAN STANLEY	5,350,855	$665.8M	6.2%	ADD +82.4%
BANK OF AMERICA CORP /DE/	5,274,307	$656.2M	6.1%	ADD +35.0%
JONES FINANCIAL COMPANIES LLLP	4,373,043	$532.6M	5.0%	—
NOMURA ASSET MANAGEMENT INTERNATIONAL INC.	3,773,931	$469.6M	4.4%	ADD +63.5%
JPMORGAN CHASE & CO	3,461,739	$426.5M	4.0%	ADD +53.9%
Cetera Investment Advisers	2,355,345	$293.1M	2.7%	DOUBLED +125.2%
MML INVESTORS SERVICES, LLC	1,941,127	$241.5M	2.2%	ADD +25.9%
Envestnet Portfolio Solutions, Inc.	1,892,107	$235.4M	2.2%	DOUBLED +1491.8%

Recent position changes

Fund	Action	Prev	Current	Change	Value
NOMURA ASSET MANAGEMENT INTERNATIONAL INC.	ADD	2,308,868	3,773,931	+63.5%	$469.6M
MML INVESTORS SERVICES, LLC	ADD	1,541,314	1,941,127	+25.9%	$241.5M
AMERIPRISE FINANCIAL INC	ADD	1,092,664	1,508,102	+38.0%	$187.7M
NewEdge Advisors, LLC	ADD	662,281	1,081,097	+63.2%	$134.5M
CHARLES SCHWAB INVESTMENT MANAGEMENT INC	ADD	652,661	1,001,838	+53.5%	$124.6M
Merit Financial Group, LLC	DOUBLED	251,742	551,289	+119.0%	$68.6M
OneDigital Investment Advisors LLC	DOUBLED	177,618	486,226	+173.7%	$60.5M
BlackRock, Inc.	ADD	374,602	481,433	+28.5%	$59.9M
ROYAL BANK OF CANADA	TRIM	632,689	438,695	-30.7%	$54.6M
CAISSE DE DEPOT ET PLACEMENT DU QUEBEC	NEW	—	389,670	—	$48.5M

Short interest & halts

FINRA semi-monthly short positions, Reg SHO threshold status, and recent trading halts for EFG.

Shares short

126,732

Settlement Sep 15, 2026

Change vs prior

-70.9%

Semi-monthly cycle

Days to cover

1.0

At avg daily volume