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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
LIA
426
LifePlan Investment Advisors
North Carolina
$1.45M +$79K +749 +6%
KAS
427
KPP Advisory Services
Kentucky
$1.44M -$87.2K -827 -6%
CRI
428
Commonwealth Retirement Investments
Virginia
$1.44M -$949 -9 -0.1%
VFA
429
Valeo Financial Advisors
Indiana
$1.44M +$110K +1,042 +9%
SSW
430
Stone Summit Wealth
Florida
$1.43M +$246K +2,335 +22%
MBTD
431
Mechanics Bank - Trust Department
California
$1.43M -$295K -2,800 -18%
WSFS
432
Wilmington Savings Fund Society
Delaware
$1.43M +$104K +985 +8%
FAIM
433
Financial Advocates Investment Management
Washington
$1.41M -$161K -1,531 -11%
DWAM
434
Duncan Williams Asset Management
Tennessee
$1.4M +$738 +7 +0.1%
ANTB
435
AMG National Trust Bank
Colorado
$1.39M +$68.4K +648 +6%
QCM
436
Quantinno Capital Management
New York
$1.38M +$786K +7,455 +153%
VNA
437
Valley National Advisers
Pennsylvania
$1.38M +$32.2K +305 +3%
SWA
438
Sax Wealth Advisors
New Jersey
$1.37M +$490K +4,649 +61%
CWMK
439
Caliber Wealth Management (Kansas)
Kansas
$1.36M +$169K +1,605 +15%
CWM
440
Congress Wealth Management
Massachusetts
$1.35M +$9.91K +94 +0.8%
PWAM
441
Private Wealth Asset Management
Iowa
$1.35M
BW
442
Blalock Williams
Alabama
$1.35M -$46.3K -439 -4%
HI
443
Harbour Investments
Wisconsin
$1.35M -$28.1K -266 -2%
AWMNH
444
Arcadia Wealth Management (New Hampshire)
New Hampshire
$1.32M -$2.64K -25 -0.2%
LLWM
445
Life Line Wealth Management
California
$1.3M -$25.3M -239,887 -95%
WP
446
WealthPLAN Partners
Nebraska
$1.29M -$38.1K -361 -3%
CWL
447
Causey Wealth LLC
Colorado
$1.27M -$17.1K -162 -1%
SPI
448
Sutton Place Investors
New York
$1.26M -$401K -3,799 -25%
CPA
449
Cardiff Park Advisors
California
$1.25M -$1.05K -10 -0.1%
SPC
450
Sigma Planning Corp
Michigan
$1.25M -$37.1K -352 -3%

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.