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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
VPP
251
Vertex Planning Partners
Illinois
$4.29M +$110K +1,045 +3%
KFG
252
Kingdom Financial Group
Arizona
$4.28M -$2.74M -26,019 -41%
WIM
253
WealthPlan Investment Management
Nebraska
$4.27M +$3.47M +32,888 +626%
CAM
254
Cobblestone Asset Management
Virginia
$4.27M -$471K -4,465 -10%
CAL
255
Capital Analysts LLC
Pennsylvania
$4.24M +$307K +2,906 +8%
MYIA
256
Mount Yale Investment Advisors
Colorado
$4.24M -$143K -1,351 -3%
ELI
257
Empire Life Investments
Ontario, Canada
$4.2M -$1.14M -10,836 -22%
SWM
258
SigFig Wealth Management
California
$4.11M -$467K -4,430 -11%
HA
259
Hofer & Associates
California
$4.1M +$34.6K +328 +0.9%
IA
260
IFP Advisors
Florida
$4.07M +$378K +3,582 +11%
HNB
261
Huntington National Bank
Ohio
$4.07M
HWM
262
Hobbs Wealth Management
Indiana
$4.04M +$168K +1,590 +5%
TVM
263
True Vision MN
Minnesota
$3.99M +$15K +142 +0.4%
LWM
264
Liberty Wealth Management
California
$3.95M +$3.72M +35,289 New
QPWM
265
Quadrant Private Wealth Management
Pennsylvania
$3.95M +$171K +1,618 +5%
OMC
266
Old Mission Capital
Illinois
$3.93M -$94.9M -899,674 -96%
OFG
267
Omega Financial Group
California
$3.87M +$57.1K +541 +2%
CA
268
Claro Advisors
Massachusetts
$3.84M -$80.3K -761 -2%
NRI
269
NFP Retirement Inc
California
$3.8M +$3.58M +33,943 New
BWA
270
Beam Wealth Advisors
Louisiana
$3.8M +$216K +2,046 +6%
GWP
271
Gen-Wealth Partners
Michigan
$3.79M +$66.3K +629 +2%
BOSSRA
272
B.O.S.S. Retirement Advisors
Utah
$3.74M +$252K +2,391 +8%
DWMS
273
Dominguez Wealth Management Solutions
Virginia
$3.73M +$249K +2,363 +8%
PG
274
Patten Group
Tennessee
$3.67M +$296K +2,808 +9%
FCFC
275
First Commonwealth Financial Corp
Pennsylvania
$3.67M +$379K +3,591 +12%

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.