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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
RFA
76
RTD Financial Advisors
Pennsylvania
$22.3M -$844K -8,000 -4%
AI
77
Atria Investments
North Carolina
$22M +$1.05M +9,930 +5%
Natixis Advisors
78
Natixis Advisors
Massachusetts
$21.9M -$9.54M -90,460 -32%
Pathstone Holdings
79
Pathstone Holdings
New Jersey
$21.5M +$377K +3,572 +2%
FA
80
Fountainhead AM
New Jersey
$21.3M +$1.22M +11,531 +6%
CW
81
CreativeOne Wealth
Kansas
$19.2M -$748K -7,093 -4%
Baird Financial Group
82
Baird Financial Group
Wisconsin
$19.2M +$351K +3,327 +2%
SWM
83
Shakespeare Wealth Management
Wisconsin
$18.8M -$67.9K -644 -0.4%
MPW
84
MA Private Wealth
California
$18M -$8.31M -78,748 -33%
WA
85
Waverly Advisors
Alabama
$17.7M -$1.16M -10,984 -7%
SCA
86
STALEY CAPITAL ADVISERS
Pennsylvania
$17.6M +$1.37M +13,005 +9%
CAM
87
Cresset Asset Management
Illinois
$17.5M +$5.21M +49,380 +46%
Wealth Enhancement Advisory Services
88
Wealth Enhancement Advisory Services
Minnesota
$17.1M -$847K -8,031 -5%
SHJ
89
Sharkey, Howes & Javer
Colorado
$16.5M +$91.3K +866 +0.6%
CSWG
90
Cardinal Strategic Wealth Guidance
Kentucky
$16.3M -$4.83M -45,798 -24%
IA
91
Integrity Alliance
Iowa
$16.1M -$13.9M -131,499 -48%
LI
92
LifeWealth Investments
Florida
$15.8M +$3.01M +28,569 +25%
EWM
93
Empirical Wealth Management
Washington
$15.8M +$358K +3,395 +2%
CIAS
94
CFS Investment Advisory Services
New Jersey
$15.7M -$1.51M -14,332 -9%
RF
95
Robinswood Financial
Washington
$15.4M -$397K -3,762 -3%
Creative Planning
96
Creative Planning
Kansas
$15.3M -$1.37M -13,022 -9%
WAM
97
Wakefield Asset Management
Colorado
$15.2M -$183K -1,735 -1%
WWG
98
West Wealth Group
California
$15.2M +$689K +6,534 +5%
GT
99
Greenleaf Trust
Michigan
$15.1M -$159K -1,507 -1%
SB
100
Strategic Blueprint
Georgia
$15M -$866K -8,211 -6%

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.