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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
TIAA Trust, National Association
26
TIAA Trust, National Association
North Carolina
$74.8M +$3.24M +30,685 +5%
Commonwealth Equity Services
27
Commonwealth Equity Services
Massachusetts
$74.4M +$99.4K +942 +0.1%
M&T Bank
28
M&T Bank
New York
$69.3M -$3.94M -37,309 -6%
Focus Partners Wealth
29
Focus Partners Wealth
Massachusetts
$68.2M +$11M +104,203 +21%
Raymond James Financial
30
Raymond James Financial
Florida
$68.2M +$3.91M +37,070 +6%
FIA
31
Foundations Investment Advisors
Arizona
$66.9M +$6.9M +65,382 +12%
MFG
32
Merit Financial Group
Georgia
$62M +$11.1M +104,980 +23%
NA
33
NewEdge Advisors
Louisiana
$61.4M +$453K +4,295 +0.8%
QC
34
Quent Capital
New York
$55.8M +$2.38M +22,582 +5%
JC
35
JB Capital
Connecticut
$55.3M +$814K +7,716 +2%
KIM
36
Kestra Investment Management
Texas
$55.3M +$12.9M +122,625 +29%
BPA
37
Beacon Pointe Advisors
California
$54.9M +$2.39M +22,670 +5%
FSWA
38
Financial Synergies Wealth Advisors
Texas
$51.7M +$479K +4,537 +1%
DWM
39
Dynasty Wealth Management
Florida
$51.3M -$6.02M -57,060 -11%
SW
40
SoFi Wealth
California
$50.6M +$2.69M +25,497 +6%
Osaic Holdings
41
Osaic Holdings
Arizona
$50M +$7.75M +73,438 +20%
SWP
42
Sagespring Wealth Partners
Tennessee
$49.9M +$1.93M +18,261 +4%
BAAM
43
Baker Avenue Asset Management
California
$49.4M +$373K +3,535 +0.8%
FWP
44
FAS Wealth Partners
Kansas
$48.5M +$2.35M +22,283 +5%
Mariner
45
Mariner
Kansas
$45.2M -$761K -7,214 -2%
UCFA
46
United Capital Financial Advisors
Texas
$45.1M -$1.36M -12,846 -3%
Stifel Financial
47
Stifel Financial
Missouri
$44M -$440K -4,169 -1%
MGIA
48
Moneta Group Investment Advisors
Missouri
$42.5M +$22.5M +213,563 +129%
AAS
49
Avantax Advisory Services
Texas
$41.9M +$937K +8,881 +2%
Goldman Sachs
50
Goldman Sachs
New York
$40.5M -$9.91M -93,978 -21%

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.