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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
BWM
401
BlackDiamond Wealth Management
New York
$1.28M -$923K -8,278 -42%
CPA
402
Cardiff Park Advisors
California
$1.27M -$3.12K -28 -0.2%
KWM
403
Kingsview Wealth Management
Oregon
$1.27M +$14.9K +134 +1%
CAG
404
Csenge Advisory Group
Florida
$1.27M -$1.56M -13,987 -56%
WFAG
405
Wescott Financial Advisory Group
Pennsylvania
$1.27M +$59.4K +533 +5%
AWMNH
406
Arcadia Wealth Management (New Hampshire)
New Hampshire
$1.27M -$72.9K -654 -6%
PA
407
Pinnacle Associates
New York
$1.26M -$3.68K -33 -0.3%
AWMS
408
Advocacy Wealth Management Services
Georgia
$1.26M -$32M -287,131 -96%
BCM
409
BTC Capital Management
Iowa
$1.26M
MCM
410
Mainstream Capital Management
California
$1.25M -$15K -135 -1%
FWA
411
FSC Wealth Advisors
New York
$1.24M +$221K +1,981 +22%
CWMK
412
Caliber Wealth Management (Kansas)
Kansas
$1.23M -$153K -1,370 -11%
CFG
413
Clayton Financial Group
Missouri
$1.22M +$829K +7,441 +226%
TCWA
414
Turtle Creek Wealth Advisors
Texas
$1.21M -$822K -7,375 -41%
BW
415
Balance Wealth
Ohio
$1.21M -$58.1K -521 -5%
WWA
416
Wingate Wealth Advisors
Massachusetts
$1.21M +$88.9K +798 +8%
GWMIA
417
Global Wealth Management Investment Advisory
Florida
$1.21M -$4.01K -36 -0.3%
RDFA
418
Ritter Daniher Financial Advisory
Ohio
$1.2M -$45.7K -410 -4%
WTB
419
Washington Trust Bank
Washington
$1.19M +$250K +2,240 +27%
T. Rowe Price Associates
420
T. Rowe Price Associates
Maryland
$1.19M
CWL
421
Causey Wealth LLC
Colorado
$1.18M -$104K -930 -8%
SAG
422
SageView Advisory Group
California
$1.18M +$1.15M +10,362 New
LA
423
Latitude Advisors
Florida
$1.16M -$26.1K -234 -2%
QCM
424
QRG Capital Management
Illinois
$1.16M +$849K +7,617 +296%
WSFS
425
Wilmington Savings Fund Society
Delaware
$1.15M -$295K -2,648 -21%

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.