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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
Legacy Financial Group (Iowa)
201
Legacy Financial Group (Iowa)
Iowa
$5.88M +$988K +9,363 +22%
SL
202
SWMG LLC
Texas
$5.88M +$1.08M +10,235 +24%
WFPG
203
Waller Financial Planning Group
Ohio
$5.84M +$267K +2,531 +5%
HPM
204
Hoxton Planning & Management
West Virginia
$5.83M +$1.24M +11,744 +29%
RWP
205
Revolve Wealth Partners
New Jersey
$5.83M +$189K +1,793 +4%
SCA
206
Snowden Capital Advisors
New York
$5.73M -$616K -5,839 -10%
AssetMark Inc
207
AssetMark Inc
California
$5.73M +$907K +8,595 +20%
KCM
208
Kathmere Capital Management
Pennsylvania
$5.71M -$242K -2,290 -4%
CA
209
CoreCap Advisors
Michigan
$5.69M -$404K -3,829 -7%
RIA
210
Regal Investment Advisors
Michigan
$5.61M -$896K -8,490 -14%
AG
211
Ascent Group
Virginia
$5.58M -$782K -7,412 -13%
JWCA
212
J.W. Cole Advisors
Florida
$5.53M +$460K +4,360 +10%
ASN
213
Advisory Services Network
Georgia
$5.48M -$194K -1,843 -3%
NPF
214
Norris Perne & French
Michigan
$5.47M +$93.5K +886 +2%
MGWM
215
Marks Group Wealth Management
Minnesota
$5.43M -$227K -2,148 -4%
SA
216
Sovran Advisors
California
$5.42M +$86.5K +820 +2%
BHWM
217
Bay Harbor Wealth Management
Maryland
$5.41M -$93.1K -883 -2%
MAS
218
Meeder Advisory Services
Ohio
$5.4M +$469K +4,449 +10%
BFPW
219
BOK Financial Private Wealth
Colorado
$5.39M -$985K -9,336 -16%
UW
220
Unique Wealth
Florida
$5.24M +$532K +5,043 +12%
CTC
221
Central Trust Company
Missouri
$5.21M -$102K -965 -2%
AA
222
Ancora Advisors
Ohio
$5.15M +$407K +3,862 +9%
CCM
223
Condor Capital Management
New Jersey
$5.05M -$68.4K -648 -1%
Rockefeller Capital Management
224
Rockefeller Capital Management
New York
$5.02M -$15.2K -144 -0.3%
VA
225
Valmark Advisers
Ohio
$4.98M -$61.9K -587 -1%

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.