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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

Rank Fund Capital Flow
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

Rank Fund Capital Flow
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
CSC
951
Caldwell Sutter Capital
California
$3.99K – – –
CTWM
952
Cherry Tree Wealth Management
Minnesota
$3.87K – – –
GTAM
953
Global Trust Asset Management
Florida
$3.87K +$3.12K +28 +467%
NMG
954
New Millennium Group
Utah
$3.76K – – –
CFG
955
Chapman Financial Group
Hawaii
$3.65K +$3.57K +32 New
PIS
956
POM Investment Strategies
North Carolina
$3.64K – – –
TC
957
Trust Company
Kansas
$3.53K – – –
SN
958
Sittner & Nelson
Oregon
$3.42K – – –
VCM
959
Viewpoint Capital Management
Washington
$3.19K +$3.12K +28 New
DWA
960
Delos Wealth Advisors
Texas
$2.85K +$2.79K +25 New
KWM
961
Kiker Wealth Management
Georgia
$2.85K +$2.79K +25 New
ADL
962
Asset Dedication LLC
California
$2.62K -$39.1K -351 -94%
SFC
963
SYM Financial Corp
Indiana
$1.71K +$1.67K +15 New
CCC
964
Chelsea Counsel Company
California
$1.48K +$1.45K +13 New
PWM
965
Provident Wealth Management
Tennessee
$1.48K +$1.45K +13 New
SWIM
966
Smallwood Wealth Investment Management
New Jersey
$1.37K – – –
NC
967
North Capital
Utah
$1.25K +$111 +1 +10%
S
968
SignatureFD
Georgia
$1.02K – – –
BFS
969
Burkett Financial Services
South Carolina
$1.01K – – –
CCM
970
Cloud Capital Management
Washington
$1K +$1.45K +13 New
HPC
971
HM Payson & Co
Maine
$912 +$892 +8 New
Russell Investments Group
972
Russell Investments Group
United Kingdom
$683 – – –
GI
973
GAMMA Investing
California
$456 – – –
FDCDDQ
974
Federation des caisses Desjardins du Quebec
Quebec, Canada
$228 +$223 +2 New
CAM
975
Creekmur Asset Management
Illinois
$75 – – –
37 38
39
40 41

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.