We are live on ! Find out more
EFG icon

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
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$494M -$1.4B -12,579,445 -74%
Jones Financial Companies
2
Jones Financial Companies
Missouri
$427M -$96.1M -862,115 -19%
Bank of America
3
Bank of America
North Carolina
$398M -$51.4M -461,423 -12%
Morgan Stanley
4
Morgan Stanley
New York
$334M -$135M -1,213,205 -29%
JP Morgan Chase
5
JP Morgan Chase
New York
$320M -$200M -1,794,991 -39%
LPL Financial
6
LPL Financial
California
$300M -$383M -3,437,379 -57%
US Bancorp
7
US Bancorp
Minnesota
$151M -$16.9M -151,947 -10%
Wells Fargo
8
Wells Fargo
California
$136M -$10.6M -95,049 -7%
PNC Financial Services Group
9
PNC Financial Services Group
Pennsylvania
$135M +$2.05M +18,360 +2%
UBS Group
10
UBS Group
Switzerland
$114M +$1.05M +9,384 +0.9%
Cetera Investment Advisers
11
Cetera Investment Advisers
Illinois
$113M -$36M -323,222 -25%
Fidelity Investments
12
Fidelity Investments
Massachusetts
$109M -$3M -26,936 -3%
Ameriprise
13
Ameriprise
Minnesota
$104M -$36.5M -327,689 -26%
FTUS
14
Flow Traders U.S.
New York
$83.9M +$82.1M +736,815 New
Charles Schwab
15
Charles Schwab
California
$77.9M -$20.8M -186,513 -21%
TIAA Trust, National Association
16
TIAA Trust, National Association
North Carolina
$71M -$4.98M -44,686 -7%
Focus Partners Wealth
17
Focus Partners Wealth
Massachusetts
$71M +$1.59M +14,251 +2%
Northwestern Mutual Wealth Management
18
Northwestern Mutual Wealth Management
Wisconsin
$69.9M -$6.51M -58,403 -9%
M&T Bank
19
M&T Bank
New York
$69.1M -$1.29M -11,600 -2%
Raymond James Financial
20
Raymond James Financial
Florida
$66.4M -$2.84M -25,445 -4%
DWM
21
Dynasty Wealth Management
Florida
$65M +$12.5M +112,519 +25%
QC
22
Quent Capital
New York
$59M +$2.29M +20,533 +4%
AWM
23
AE Wealth Management
Kansas
$58.7M -$18.4M -164,715 -24%
Goldman Sachs
24
Goldman Sachs
New York
$57.7M +$16.2M +145,480 +40%
SW
25
SoFi Wealth
California
$57.2M +$5.58M +50,026 +11%

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.