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
FRA
351
FFG Retirement Advisors
Colorado
$2.27M -$1.19M -11,260 -36%
TPCW
352
TD Private Client Wealth
New York
$2.25M -$15.4K -146 -0.7%
SF
353
Summit Financial
New Jersey
$2.24M +$78.1K +740 +4%
WA
354
Wambolt & Associates
Colorado
$2.23M -$39.3K -373 -2%
VA
355
VestGen Advisors
Illinois
$2.22M -$16.1K -153 -0.8%
AC
356
Addison Capital
Pennsylvania
$2.19M +$127K +1,200 +7%
AWE
357
Avidian Wealth Enterprises
Texas
$2.18M -$18.5K -175 -0.9%
BWM
358
BlackDiamond Wealth Management
New York
$2.17M -$59.5K -564 -3%
SWP
359
Stratos Wealth Partners
Ohio
$2.16M -$6.71M -63,583 -77%
CFS
360
Cannon Financial Strategists
Georgia
$2.13M
TF
361
Theory Financial
Colorado
$2.12M +$38.7K +367 +2%
SFM
362
Signet Financial Management
New Jersey
$2.11M +$369K +3,496 +23%
CC
363
Copperleaf Capital
North Carolina
$2.1M -$95K -901 -5%
SF
364
SWP Financial
California
$2.1M -$27.2K -258 -1%
BWA
365
BCU Wealth Advisors
Illinois
$2.08M -$444K -4,208 -18%
SFS
366
Sowell Financial Services
Arkansas
$2.04M +$20.5K +194 +1%
GWP
367
Gateway Wealth Partners
Wisconsin
$2.04M +$123K +1,167 +7%
SWA
368
Strata Wealth Advisors
Texas
$2.03M -$2.95K -28 -0.2%
OCM
369
One Capital Management
California
$2.03M -$46.3K -439 -2%
PSP
370
Principal Street Partners
Tennessee
$2.02M +$961K +9,106 +102%
TCWA
371
Turtle Creek Wealth Advisors
Texas
$2.02M +$1.79K +17 +0.1%
I
372
InvesTrust
Oklahoma
$2.02M +$31.5K +299 +2%
JWM
373
Jacksonville Wealth Management
Florida
$2.02M +$89.8K +851 +5%
MWC
374
MKD Wealth Coaches
Michigan
$2.01M -$29.1K -276 -2%
TPI
375
Trust Point Inc
Wisconsin
$2M +$18.7K +177 +1%

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.