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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
ADL
901
Asset Dedication LLC
California
$41.9K +$37K +351 +1,526%
CAWM
902
Capital A Wealth Management
Pennsylvania
$41.4K -$9.16M -86,872 -100%
CFO
903
CVA Family Office
Colorado
$41K
CT
904
Colonial Trust
South Carolina
$40.3K -$1.48K -14 -4%
TF
905
Tompkins Financial
New York
$38.6K
EWA
906
Elevate Wealth Advisory
Georgia
$37.9K +$35.7K +338 New
TFGT
907
TS Financial Group (TSFG)
Illinois
$37K -$35.7K -338 -50%
PFM
908
Phillips Financial Management
Indiana
$35.8K -$105 -1 -0.3%
HAP
909
Harbor Asset Planning
Massachusetts
$35.4K +$33.3K +316 New
ATC
910
Adirondack Trust Company
New York
$34.6K
CWP
911
Clark Wealth Partners
Illinois
$34.4K -$44K -417 -58%
WA
912
Whipplewood Advisors
Colorado
$34.2K -$1.51M -14,289 -98%
AIM
913
Anchor Investment Management
South Carolina
$33.7K
AC
914
AlphaCore Capital
California
$32.7K
BIM
915
Breakwater Investment Management
Washington
$30.8K
BA
916
Bellwether Advisors
Nebraska
$30.7K
RCM
917
Richardson Capital Management
Wisconsin
$29.5K +$211 +2 +0.8%
BBHC
918
Brown Brothers Harriman & Co
New York
$28.3K -$16.9K -160 -39%
RP
919
Rice Partnership
Hawaii
$28K +$26.4K +250 New
RTC
920
Riverview Trust Company
Washington
$27.8K
PW
921
Pandora Wealth
Illinois
$27.6K +$25.9K +246 New
AEPWM
922
Atlantic Edge Private Wealth Management
Florida
$26.3K
DJSG
923
D.J. St. Germain
Massachusetts
$26.2K -$31.6K -300 -56%
CMA
924
Cedar Mountain Advisors
Oregon
$23.6K +$211 +2 +1%
AP
925
Atwood & Palmer
Missouri
$21.3K +$20K +190 New

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.