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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
5W
326
5T Wealth
California
$2.63M -$460K -4,365 -16%
EB
327
Eastern Bank
Massachusetts
$2.59M -$1.12M -10,645 -31%
Financial Engines Advisors
328
Financial Engines Advisors
California
$2.59M +$2.18M +20,655 +843%
SIM
329
Synergy Investment Management
Florida
$2.57M +$90.8K +861 +4%
EFG
330
Embree Financial Group
Illinois
$2.56M -$224K -2,121 -8%
AFG
331
Atomi Financial Group
New York
$2.56M -$511K -4,845 -17%
JFGIW
332
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$2.55M +$20.6K +195 +0.9%
FHA
333
Flagship Harbor Advisors
Massachusetts
$2.53M +$138K +1,304 +6%
VW
334
Vance Wealth
California
$2.51M -$149K -1,408 -6%
BBA
335
Braun-Bostich & Associates
Pennsylvania
$2.49M -$73.6K -698 -3%
WANY
336
Wealthspire Advisors (New York)
New York
$2.49M -$174K -1,654 -7%
MSWMA
337
Market Street Wealth Management Advisors
Indiana
$2.48M -$220K -2,082 -9%
CWM
338
Centurion Wealth Management
Virginia
$2.48M -$1.57M -14,852 -40%
CFA
339
Cahill Financial Advisors
Minnesota
$2.48M +$1.69K +16 +0.1%
CCFM
340
Clear Creek Financial Management
Washington
$2.44M +$63.3K +600 +3%
TWP
341
Total Wealth Planning
Ohio
$2.41M +$96.4K +914 +4%
BCM
342
Barden Capital Management
Texas
$2.38M +$2.24M +21,270 New
DADC
343
D.A. Davidson & Co
Montana
$2.35M -$58K -550 -3%
WQ
344
Wealth Quarterback
New Jersey
$2.34M +$2.2M +20,903 New
VWA
345
Visionary Wealth Advisors
Illinois
$2.34M +$11.4K +108 +0.5%
OC
346
Oppenheimer & Co
New York
$2.34M +$1.07M +10,156 +95%
FA
347
Fiducient Advisors
Illinois
$2.32M -$1.22M -11,535 -36%
AA
348
Armis Advisers
Georgia
$2.32M -$1.84M -17,480 -46%
MG
349
Mather Group
Illinois
$2.32M +$3.48K +33 +0.2%
TWM
350
Tanglewood Wealth Management
Texas
$2.31M

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.