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iShares MSCI EAFE Growth ETF

975 hedge funds and large institutions have $7.37B invested in iShares MSCI EAFE Growth ETF in 2025 Q3 according to their latest regulatory filings, with 79 funds opening new positions, 255 increasing their positions, 444 reducing their positions, and 71 closing their positions.

New
Increased
Maintained
Reduced
Closed

11% more first-time investments, than exits

New positions opened: 79 | Existing positions closed: 71

1% less funds holding

Funds holding: 986975 (-11)

20.77% less ownership

Funds ownership: 86.24%65.47% (-21%)

34% less funds holding in top 10

Funds holding in top 10: 4429 (-15)

35% less capital invested

Capital invested by funds: $11.4B → $7.37B (-$3.98B)

43% less repeat investments, than reductions

Existing positions increased: 255 | Existing positions reduced: 444

Holders
975
Holders Change
-11
Holders Change %
-1.12%
% of All Funds
12.8%
Holding in Top 10
29
Holding in Top 10 Change
-15
Holding in Top 10 Change %
-34.09%
% of All Funds
0.38%
New
79
Increased
255
Reduced
444
Closed
71
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SVWG
376
Shared Vision Wealth Group
United States
$1.49M -$2.17M -19,507 -60%
CFG
377
Citizens Financial Group
Rhode Island
$1.49M -$18.5K -166 -1%
VCP
378
Verus Capital Partners
Arizona
$1.47M -$1.2M -10,744 -45%
O3W
379
Omni 360 Wealth
New Jersey
$1.47M -$180K -1,612 -11%
FWI
380
Facet Wealth Inc
Maryland
$1.47M -$96.7K -868 -6%
MFA
381
Mayflower Financial Advisors
Massachusetts
$1.45M -$3.25M -29,136 -70%
PFG
382
PAX Financial Group
Texas
$1.44M -$6.46M -57,958 -82%
FWP
383
Firethorn Wealth Partners
Georgia
$1.44M -$1.89M -16,981 -57%
OWCM
384
One Wealth Capital Management
Arizona
$1.43M -$2.16M -19,374 -61%
AWA
385
Arkadios Wealth Advisors
Georgia
$1.43M -$63.2K -567 -4%
LF
386
Lantz Financial
Illinois
$1.42M -$1.64M -14,675 -54%
FTWA
387
Fifth Third Wealth Advisors
Ohio
$1.41M +$135K +1,215 +11%
DWAM
388
Duncan Williams Asset Management
Tennessee
$1.4M -$23.2K -208 -2%
VWM
389
Venturi Wealth Management
Texas
$1.39M +$161K +1,447 +13%
SWA
390
Sax Wealth Advisors
New Jersey
$1.36M -$30.6K -275 -2%
TWP
391
Triad Wealth Partners
Kansas
$1.36M -$5.78M -51,834 -81%
KeyBank National Association
392
KeyBank National Association
Ohio
$1.35M -$133K -1,197 -9%
WG
393
Watchman Group
Texas
$1.34M +$94.2K +845 +8%
AMG
394
APS Management Group
California
$1.32M +$1.3M +11,634 New
VCA
395
Verdence Capital Advisors
Maryland
$1.31M +$54.7K +491 +5%
IFWM
396
Institute for Wealth Management
Colorado
$1.31M +$43K +386 +3%
KAS
397
KPP Advisory Services
Kentucky
$1.3M -$160K -1,434 -11%
VNA
398
Valley National Advisers
Pennsylvania
$1.29M -$109K -982 -8%
MBTD
399
Mechanics Bank - Trust Department
California
$1.29M -$159K -1,429 -11%
PGFC
400
Peapack-Gladstone Financial Corp
New Jersey
$1.28M +$70.7K +634 +6%

EFG Hedge Fund Activity: Q3 2025 in Review

975 of the 7,620 institutional investors tracked by Wall St. Rank reported a position in iShares MSCI EAFE Growth ETF (EFG) for Q3 2025, worth a combined $7.37B — down 35% from $11.4B a quarter earlier.

Buyers outnumbered sellers: 79 funds opened new EFG positions and 71 closed out — a net gain of 8 holders — while 255 added to existing stakes and 444 trimmed.

The largest buyer was Flow Traders U.S., opening a new position worth an estimated $82.1M. The largest seller was Envestnet Asset Management, cutting an estimated $1.4B.

  • 975 institutional investors held iShares MSCI EAFE Growth ETF (EFG) as of Q3 2025, down from 986 in Q2 2025.
  • Funds reported $7.37B of iShares MSCI EAFE Growth ETF stock for Q3 2025, down 35% quarter-over-quarter.
  • 79 funds opened new iShares MSCI EAFE Growth ETF positions in Q3 2025 and 71 closed out, a net change of +8 holders.
  • The largest iShares MSCI EAFE Growth ETF buyer in Q3 2025 was Flow Traders U.S., an estimated $82.1M added.
  • The largest iShares MSCI EAFE Growth ETF seller in Q3 2025 was Envestnet Asset Management, an estimated $1.4B sold.

Based on aggregated 13F filings for Q3 2025.