We are live on ! Find out more
EFG icon

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
Truist Financial
51
Truist Financial
North Carolina
$37.3M +$3.81M +36,084 +12%
Royal Bank of Canada
52
Royal Bank of Canada
Ontario, Canada
$36.4M -$45.8M -433,722 -57%
CSP
53
Cary Street Partners
Virginia
$34.6M -$4.26M -40,351 -12%
KAS
54
Kestra Advisory Services
Texas
$33.9M -$1.91M -18,123 -6%
Corient Private Wealth
55
Corient Private Wealth
Florida
$33.7M +$4.84M +45,869 +18%
BF
56
BOK Financial
Oklahoma
$33.5M +$131K +1,245 +0.4%
AWMS
57
Advocacy Wealth Management Services
Georgia
$33.4M -$456K -4,321 -1%
OWA
58
Octavia Wealth Advisors
Ohio
$32.8M +$5.15M +48,817 +20%
APW
59
Austin Private Wealth
Texas
$32.1M -$3.94M -37,331 -12%
IWC
60
Integrated Wealth Concepts
Massachusetts
$31.9M +$357K +3,389 +1%
NB
61
NBT Bank
New York
$30.3M +$576K +5,465 +2%
CAPTRUST Financial Advisors
62
CAPTRUST Financial Advisors
North Carolina
$29.6M +$47K +446 +0.2%
Cambridge Investment Research Advisors
63
Cambridge Investment Research Advisors
Iowa
$29.2M +$117K +1,109 +0.4%
IUHSA
64
Itau Unibanco Holding S.A.
Brazil
$28M +$26.4M +250,300 New
CL
65
Choreo LLC
Illinois
$27M -$656K -6,216 -3%
Bank of Montreal
66
Bank of Montreal
Ontario, Canada
$25.7M -$1.91M -18,076 -7%
Mercer Global Advisors
67
Mercer Global Advisors
Colorado
$25.3M -$457K -4,330 -2%
Thrivent Financial for Lutherans
68
Thrivent Financial for Lutherans
Minnesota
$24.6M -$48M -454,974 -67%
CCB
69
Country Club Bank
Missouri
$24.3M -$188K -1,778 -0.8%
HighTower Advisors
70
HighTower Advisors
Illinois
$24.2M +$141K +1,340 +0.6%
IWA
71
Icon Wealth Advisors
Texas
$23.8M +$950K +9,006 +4%
MWP
72
Meridian Wealth Partners
Pennsylvania
$23.6M +$372K +3,527 +2%
EWA
73
EP Wealth Advisors
California
$23.1M -$1.85M -17,557 -8%
CCWM
74
Cassaday & Co Wealth Management
Virginia
$23.1M -$204K -1,934 -0.9%
CP
75
Covenant Partners
Tennessee
$22.6M -$762K -7,224 -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.