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iShares MSCI EAFE Growth ETF

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: 986975 (-11)

20.77% less ownership

Funds ownership: 86.24%65.47% (-21%)

34% less funds holding in top 10

Funds holding in top 10: 4429 (-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
Name Holding Trade Value Shares
Change
Change in
Stake
FT
201
Fiduciary Trust
Massachusetts
$4.58M -$9.47K -85 -0.2%
KWA
202
Kingswood Wealth Advisors
California
$4.53M +$1.07M +9,602 +32%
SAM
203
Smartleaf Asset Management
Massachusetts
$4.49M +$3.35M +30,028 +314%
SCM
204
SOL Capital Management
Maryland
$4.46M +$1.24M +11,100 +40%
HG
205
Harbor Group
New Hampshire
$4.45M -$56.7K -509 -1%
FPF
206
First Pacific Financial
Washington
$4.43M -$46.4K -416 -1%
LWM
207
Liberty Wealth Management
California
$4.41M +$387K +3,469 +10%
MA
208
Mutual Advisors
Nebraska
$4.41M -$260K -2,337 -6%
JSW
209
Journey Strategic Wealth
New Jersey
$4.41M -$222K -1,989 -5%
YWM
210
Yukon Wealth Management
Kansas
$4.41M -$136K -1,219 -3%
WWA
211
WCG Wealth Advisors
Nevada
$4.36M -$77.6K -696 -2%
ML
212
McAdam LLC
Pennsylvania
$4.35M -$98.4K -883 -2%
MCWS
213
McKinley Carter Wealth Services
West Virginia
$4.34M -$280K -2,510 -6%
CWS
214
Cypress Wealth Services
California
$4.33M -$5.66M -50,791 -57%
HA
215
Hofer & Associates
California
$4.23M +$54.9K +493 +1%
SP
216
Stonebrook Private
Michigan
$4.2M -$6.8M -61,004 -62%
KV
217
Kickstand Ventures
New York
$4.17M -$297K -2,665 -7%
PFBT
218
Parkside Financial Bank & Trust
Missouri
$4.15M -$300K -2,694 -7%
BFG
219
Berger Financial Group
Minnesota
$4.14M +$489K +4,385 +14%
SWM
220
Sagace Wealth Management
Florida
$4.09M -$446K -4,005 -10%
DWMS
221
Dominguez Wealth Management Solutions
Virginia
$4.08M +$285K +2,555 +8%
MAM
222
MMA Asset Management
Pennsylvania
$4.01M +$364K +3,270 +10%
OFG
223
Omega Financial Group
California
$3.99M +$48.4K +434 +1%
CW
224
CreativeOne Wealth
Kansas
$3.96M -$15.2M -136,667 -80%
HPM
225
Hoxton Planning & Management
West Virginia
$3.95M -$1.94M -17,369 -33%

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.