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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
SA
51
Sanctuary Advisors
Indiana
$28.2M -$48.8M -437,746 -64%
CL
52
Choreo LLC
Illinois
$27.1M -$340K -3,053 -1%
Bank of Montreal
53
Bank of Montreal
Ontario, Canada
$26.9M +$687K +6,164 +3%
NA
54
NewEdge Advisors
Louisiana
$25.7M -$36M -322,697 -59%
Envestnet Portfolio Solutions
55
Envestnet Portfolio Solutions
Illinois
$25.7M -$142M -1,278,383 -85%
CCB
56
Country Club Bank
Missouri
$24.4M -$177K -1,590 -0.7%
HighTower Advisors
57
HighTower Advisors
Illinois
$23.7M -$907K -8,136 -4%
Janney Montgomery Scott
58
Janney Montgomery Scott
Pennsylvania
$23.6M -$80.5M -722,129 -78%
FA
59
Fountainhead AM
New Jersey
$23.1M +$1.39M +12,496 +7%
CP
60
Covenant Partners
Tennessee
$23.1M +$162K +1,457 +0.7%
CCWM
61
Cassaday & Co Wealth Management
Virginia
$22.8M -$605K -5,425 -3%
RFA
62
RTD Financial Advisors
Pennsylvania
$22.7M -$3.57K -32 -0%
OIA
63
OneDigital Investment Advisors
Kansas
$22.2M -$62.3M -559,361 -74%
Pathstone Holdings
64
Pathstone Holdings
New Jersey
$21.9M +$3.23K +29 +0%
Jane Street
65
Jane Street
New York
$21.3M +$20.8M +186,729 New
Truist Financial
66
Truist Financial
North Carolina
$21.1M -$16.4M -147,306 -44%
Stifel Financial
67
Stifel Financial
Missouri
$19.8M -$24.4M -219,164 -56%
Mercer Global Advisors
68
Mercer Global Advisors
Colorado
$19.6M -$6.01M -53,939 -24%
SWM
69
Shakespeare Wealth Management
Wisconsin
$19.6M +$486K +4,361 +3%
Carson Wealth (CWM LLC)
70
Carson Wealth (CWM LLC)
Nebraska
$19.4M -$150M -1,349,035 -89%
IA
71
Integrity Alliance
Iowa
$18.9M +$2.42M +21,755 +15%
MPW
72
MA Private Wealth
California
$18.6M +$310K +2,778 +2%
WA
73
Waverly Advisors
Alabama
$18.4M +$450K +4,035 +3%
EWM
74
Empirical Wealth Management
Washington
$18.4M +$2.29M +20,519 +15%
SCA
75
STALEY CAPITAL ADVISERS
Pennsylvania
$18.1M +$154K +1,385 +0.9%

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.