We are live on ! Find out more
EFG icon

iShares MSCI EAFE Growth ETF

986 hedge funds and large institutions have $11.4B invested in iShares MSCI EAFE Growth ETF in 2025 Q2 according to their latest regulatory filings, with 86 funds opening new positions, 349 increasing their positions, 389 reducing their positions, and 48 closing their positions.

New
Increased
Maintained
Reduced
Closed

79% more first-time investments, than exits

New positions opened: 86 | Existing positions closed: 48

5% more capital invested

Capital invested by funds: $10.8B → $11.4B (+$544M)

2% more funds holding

Funds holding: 964986 (+22)

1.16% less ownership

Funds ownership: 87.4%86.24% (-1.2%)

10% less repeat investments, than reductions

Existing positions increased: 349 | Existing positions reduced: 389

20% less funds holding in top 10

Funds holding in top 10: 5544 (-11)

Holders
986
Holders Change
+22
Holders Change %
+2.28%
% of All Funds
12.98%
Holding in Top 10
44
Holding in Top 10 Change
-11
Holding in Top 10 Change %
-20%
% of All Funds
0.58%
New
86
Increased
349
Reduced
389
Closed
48
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
DWT
226
Dorsey & Whitney Trust
South Dakota
$4.73M
PCS
227
Personal CFO Solutions
New Jersey
$4.72M +$3.89M +36,874 +697%
BCG
228
Breakwater Capital Group
New Jersey
$4.71M +$76.9K +729 +2%
NP
229
NorthRock Partners
Minnesota
$4.7M -$177K -1,681 -4%
MFA
230
Mayflower Financial Advisors
Massachusetts
$4.68M -$227K -2,153 -5%
CFO
231
Callan Family Office
Pennsylvania
$4.68M -$345K -3,271 -7%
SFP
232
Sterling Financial Planning
New Jersey
$4.68M -$18.1K -172 -0.4%
SWA
233
SOA Wealth Advisors
New York
$4.67M -$13.6K -129 -0.3%
CWA
234
Consilio Wealth Advisors
Washington
$4.63M +$3.06M +29,027 +234%
VAS
235
Vestmark Advisory Solutions
Massachusetts
$4.58M -$3.4M -32,203 -44%
JSW
236
Journey Strategic Wealth
New Jersey
$4.56M -$1.24M -11,794 -22%
MCWS
237
McKinley Carter Wealth Services
West Virginia
$4.55M -$791K -7,499 -16%
FT
238
Fiduciary Trust
Massachusetts
$4.51M +$251K +2,381 +6%
LSA
239
Lansing Street Advisors
Pennsylvania
$4.51M -$126K -1,198 -3%
MA
240
Mutual Advisors
Nebraska
$4.5M -$371K -3,518 -8%
SWM
241
Sagace Wealth Management
Florida
$4.47M +$1.83M +17,372 +77%
YWM
242
Yukon Wealth Management
Kansas
$4.47M +$18.2K +173 +0.4%
GRP
243
Global Retirement Partners
California
$4.45M +$4.19M +39,713 New
MOS
244
MGO One Seven
Ohio
$4.44M +$2.78M +26,378 +199%
HG
245
Harbor Group
New Hampshire
$4.43M -$80.2K -760 -2%
FPF
246
First Pacific Financial
Washington
$4.4M -$51.9K -492 -1%
KV
247
Kickstand Ventures
New York
$4.4M +$94.4K +895 +2%
PFBT
248
Parkside Financial Bank & Trust
Missouri
$4.38M +$232K +2,195 +6%
ML
249
McAdam LLC
Pennsylvania
$4.38M +$99.3K +941 +2%
WWA
250
WCG Wealth Advisors
Nevada
$4.37M +$93.8K +889 +2%

EFG Hedge Fund Activity: Q2 2025 in Review

986 of the 7,595 institutional investors tracked by Wall St. Rank reported a position in iShares MSCI EAFE Growth ETF (EFG) for Q2 2025, worth a combined $11.4B — up 5% from $10.8B a quarter earlier.

Buyers outnumbered sellers: 86 funds opened new EFG positions and 48 closed out — a net gain of 38 holders — while 349 added to existing stakes and 389 trimmed.

The largest buyer was Charles Schwab, adding an estimated $44.5M. The largest seller was Jane Street, exiting entirely with an estimated $228M sold.

  • 986 institutional investors held iShares MSCI EAFE Growth ETF (EFG) as of Q2 2025, up from 964 in Q1 2025.
  • Funds reported $11.4B of iShares MSCI EAFE Growth ETF stock for Q2 2025, up 5% quarter-over-quarter.
  • 86 funds opened new iShares MSCI EAFE Growth ETF positions in Q2 2025 and 48 closed out, a net change of +38 holders.
  • The largest iShares MSCI EAFE Growth ETF buyer in Q2 2025 was Charles Schwab, an estimated $44.5M added.
  • The largest iShares MSCI EAFE Growth ETF seller in Q2 2025 was Jane Street, an estimated $228M sold.

Based on aggregated 13F filings for Q2 2025.