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iShares MSCI EAFE Growth ETF
EFG

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: 986 → 975 (-11)

20.77% less ownership

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

34% less funds holding in top 10

Funds holding in top 10: 44 → 29 (-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
–

Top Buyers

1
FTUS
Flow Traders U.S.
New York
+$82.1M
2
Citadel Advisors
Citadel Advisors
Florida
+$31.9M
3
SWP
Sagespring Wealth Partners
Tennessee
+$25.1M
4
Jane Street
Jane Street
New York
+$20.8M
5
Goldman Sachs
Goldman Sachs
New York
+$16.2M

Top Sellers

1
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$1.4B
2
LPL Financial
LPL Financial
California
-$383M
3
JP Morgan Chase
JP Morgan Chase
New York
-$200M
4
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC)
Nebraska
-$150M
5
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions
Illinois
-$142M
Name Holding Trade Value Shares
Change 		Change in
Stake
SWP
26
Sagespring Wealth Partners
Tennessee
$53.8M +$25.1M +225,601 +51%
FSWA
27
Financial Synergies Wealth Advisors
Texas
$53.4M +$799K +7,172 +2%
MML Investors Services
28
MML Investors Services
Massachusetts
$51.6M -$98.1M -880,564 -66%
Royal Bank of Canada
29
Royal Bank of Canada
Ontario, Canada
$51.6M +$14.3M +128,010 +39%
MGIA
30
Moneta Group Investment Advisors
Missouri
$51M +$7.59M +68,097 +18%
FWP
31
FAS Wealth Partners
Kansas
$50.9M +$1.47M +13,205 +3%
BAAM
32
Baker Avenue Asset Management
California
$50.8M +$588K +5,280 +1%
Commonwealth Equity Services
33
Commonwealth Equity Services
Massachusetts
$50.7M -$24.4M -219,311 -33%
PAS
34
Park Avenue Securities
New York
$47.5M -$132M -1,180,901 -74%
Osaic Holdings
35
Osaic Holdings
Arizona
$46.9M -$3.32M -29,783 -7%
BPA
36
Beacon Pointe Advisors
California
$46.8M -$8.81M -79,019 -16%
Bank of New York Mellon
37
Bank of New York Mellon
New York
$43.3M -$65.1M -584,397 -61%
Mariner
38
Mariner
Kansas
$42.3M -$3.56M -31,969 -8%
CSP
39
Cary Street Partners
Virginia
$36.3M +$1.06M +9,546 +3%
OWA
40
Octavia Wealth Advisors
Ohio
$34.9M +$1.57M +14,093 +5%
Natixis Advisors
41
Natixis Advisors
Massachusetts
$34.8M +$12.3M +110,458 +57%
BF
42
BOK Financial
Oklahoma
$34.2M +$132K +1,188 +0.4%
Citadel Advisors
43
Citadel Advisors
Florida
$33.2M +$31.9M +286,590 +6,067%
NB
44
NBT Bank
New York
$31.8M +$646K +5,798 +2%
IUHSA
45
Itau Unibanco Holding S.A.
Brazil
$31.3M +$2.71M +24,302 +10%
IWC
46
Integrated Wealth Concepts
Massachusetts
$30.7M -$1.69M -15,142 -5%
MWP
47
Meridian Wealth Partners
Pennsylvania
$29.9M +$5.8M +52,040 +25%
Corient Private Wealth
48
Corient Private Wealth
Florida
$29.7M -$4.5M -40,417 -13%
KAS
49
Kestra Advisory Services
Texas
$29.2M -$5.16M -46,272 -15%
CAPTRUST Financial Advisors
50
CAPTRUST Financial Advisors
North Carolina
$28.7M -$1.34M -12,055 -5%
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EFG Hedge Fund Activity: Q3 2025 in Review

975 of the 7,619 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.