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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
MWM
751
Modera Wealth Management
New Jersey
$287K
OGF
752
Orin Green Financial
California
$287K
AT
753
American Trust
Kentucky
$284K +$268K +2,539 New
VA
754
Vident Advisory
Georgia
$284K +$268K +2,539 New
HA
755
Herold Advisors
New York
$282K -$8.76K -83 -3%
CGL
756
Clarius Group LLC
Washington
$281K
Lido Advisors
757
Lido Advisors
California
$280K -$27.6K -262 -10%
CSPIA
758
Cary Street Partners Investment Advisory
Virginia
$278K +$4.01K +38 +2%
LJAC
759
L.J. Altfest & Co
New York
$277K
SFG
760
Synergy Financial Group
California
$277K
BF
761
Bonfire Financial
Colorado
$276K +$39.5K +374 +18%
MPCL
762
My Personal CFO LLC
Washington
$274K
First Trust Advisors
763
First Trust Advisors
Illinois
$270K +$254K +2,409 New
MSWM
764
McGlone Suttner Wealth Management
Wisconsin
$269K +$844 +8 +0.3%
OLVIG
765
Oliver Lagore Vanvalin Investment Group
Michigan
$269K +$283K +2,685 New
HTC
766
Haverford Trust Company
Pennsylvania
$268K
WCFA
767
Walkner Condon Financial Advisors
Wisconsin
$268K -$1.58K -15 -0.6%
TSWM
768
Triangle Securities Wealth Management
North Carolina
$268K +$253K +2,394 New
FWM
769
Fonville Wealth Management
Virginia
$266K
TW
770
TritonPoint Wealth
Maryland
$266K +$6.12K +58 +3%
YIM
771
Yoffe Investment Management
Pennsylvania
$264K
OC
772
Oakworth Capital
Alabama
$264K
OWP
773
ORG Wealth Partners
Texas
$263K -$2.32K -22 -0.9%
VFPW
774
Vantage Financial Partners (Wisconsin)
Wisconsin
$262K -$316 -3 -0.1%
KFG
775
Kelly Financial Group
Connecticut
$262K -$2.11K -20 -0.8%

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.