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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
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$1.9B +$11.4M +108,211 +0.6%
LPL Financial
2
LPL Financial
California
$680M +$34.3M +325,135 +6%
Jones Financial Companies
3
Jones Financial Companies
Missouri
$520M -$67.6M -640,515 -12%
JP Morgan Chase
4
JP Morgan Chase
New York
$516M -$27.9M -264,749 -5%
Morgan Stanley
5
Morgan Stanley
New York
$465M +$24.7M +233,941 +6%
Bank of America
6
Bank of America
North Carolina
$443M -$17.9M -169,579 -4%
PAS
7
Park Avenue Securities
New York
$179M +$1.76M +16,719 +1%
Carson Wealth (CWM LLC)
8
Carson Wealth (CWM LLC)
Nebraska
$170M -$1.79M -16,973 -1%
Envestnet Portfolio Solutions
9
Envestnet Portfolio Solutions
Illinois
$168M -$15.7M -148,490 -9%
US Bancorp
10
US Bancorp
Minnesota
$165M -$4.51M -42,764 -3%
MML Investors Services
11
MML Investors Services
Massachusetts
$149M +$10.5M +99,158 +8%
Cetera Investment Advisers
12
Cetera Investment Advisers
Illinois
$147M +$6.62M +62,786 +5%
Wells Fargo
13
Wells Fargo
California
$144M -$6.29M -59,640 -4%
Ameriprise
14
Ameriprise
Minnesota
$139M +$1.46M +13,888 +1%
BlackRock
15
BlackRock
New York
$135M -$42.2M -400,109 -25%
PNC Financial Services Group
16
PNC Financial Services Group
Pennsylvania
$131M +$529K +5,013 +0.4%
UBS Group
17
UBS Group
Switzerland
$111M -$15.7M -148,740 -13%
Fidelity Investments
18
Fidelity Investments
Massachusetts
$110M -$4.97M -47,155 -5%
Bank of New York Mellon
19
Bank of New York Mellon
New York
$108M +$421K +3,990 +0.4%
Janney Montgomery Scott
20
Janney Montgomery Scott
Pennsylvania
$104M +$629K +5,963 +0.6%
Charles Schwab
21
Charles Schwab
California
$97.5M +$44.5M +421,923 +94%
OIA
22
OneDigital Investment Advisors
Kansas
$84.4M -$7.4M -70,135 -9%
SA
23
Sanctuary Advisors
Indiana
$76.8M -$992K -9,407 -1%
AWM
24
AE Wealth Management
Kansas
$76.1M +$433K +4,106 +0.6%
Northwestern Mutual Wealth Management
25
Northwestern Mutual Wealth Management
Wisconsin
$75.3M +$2.17M +20,569 +3%

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.