iShares MSCI EAFE Growth

EFG • BATS

iShares MSCI EAFE Growth is an exchange-traded fund on BATS. As of Q3 2025, 948 institutional investors hold shares in this ETF, with total holdings valued at $7.3B. ENVESTNET ASSET MANAGEMENT INC is the largest holder with a position valued at $494.4M.

Overview

Overview of institutional ownership in EFG as of Q3 2025

All Institutions

Institutions: 948
Value Held: $7.3B
Shares Held: 64.2M
Avg Position: $7.7M
Median Position: $817.7K

Hedge Funds

Hedge Funds: 9
Value Held: $99.9M
Shares Held: 877.0K
Avg Position: $11.1M
Median Position: $933.8K

Biggest Investors

Institutions with the largest positions in EFG as of Q3 2025

Institution	Key People	Position Value	Ownership	Owned Since	Total AUM (Long)
ENVESTNET ASSET MANAGEMENT INC Long Only Manager	Christopher Russell Todd CEO	$494.4M 0.14% of portfolio	4.3M shares	≤ Q2 2013 Held for 12y 5m+	$341.99B
J JONES FINANCIAL COMPANIES LLLP Institution	-	$427.4M 0.29% of portfolio	3.8M shares	≤ Q2 2013 Held for 12y 5m+	$146.70B
BANK OF AMERICA CORP /DE/ Institution	Brian T. Moynihan CEO	$398.0M 0.03% of portfolio	3.5M shares	≤ Q2 2013 Held for 12y 5m+	$1.33T
MORGAN STANLEY RIA/Wealth	Jed Finn CEO	$334.2M 0.02% of portfolio	2.9M shares	≤ Q2 2013 Held for 12y 5m+	$1.65T
JPMORGAN CHASE & CO Institution	Jamie Dimon CEO	$320.1M 0.02% of portfolio	2.8M shares	≤ Q2 2013 Held for 12y 5m+	$1.56T
L LPL Financial LLC Institution	-	$300.3M 0.09% of portfolio	2.6M shares	≤ Q2 2013 Held for 12y 5m+	$340.07B
$US BANCORP \DE\ logo$ US BANCORP \DE\ Institution	Gunjan Kedia CEO	$150.6M 0.18% of portfolio	1.3M shares	≤ Q2 2013 Held for 12y 5m+	$84.3B
WELLS FARGO & COMPANY/MN Institution	Charles W. Scharf CEO	$135.8M 0.03% of portfolio	1.2M shares	≤ Q2 2013 Held for 12y 5m+	$488.50B
PNC FINANCIAL SERVICES GROUP, INC. Institution	William S. Demchak CEO	$135.1M 0.08% of portfolio	1.2M shares	≤ Q2 2013 Held for 12y 5m+	$164.83B
UBS Group AG Institution	Sergio P. Ermotti CEO	$114.3M 0.02% of portfolio	1.0M shares	Q4 2014 Held for 10y 11m	$511.54B

Net Capital Flow

Institutional buying and selling activity for EFG in Q3 2025

Traded: −$3.8B
Buyers: 324
Sellers: 499
Total Bought: +$386.3M
Total Sold: −$4.1B
Avg Position: $7.2M

Biggest Buyers

Institution	Net Bought	Current Position
F FLOW TRADERS U.S. LLC Institution	+$83.9M +736.8K shares	$83.9M 736.8K shares
CITADEL ADVISORS LLC Hedge Fund•Multi-Strategy	+$32.6M +286.6K shares	$33.2M 291.3K shares
J JANE STREET GROUP, LLC Institution	+$21.3M +186.7K shares	$21.3M 186.7K shares
SAGESPRING WEALTH PARTNERS, LLC RIA/Wealth	+$18.1M +225.6K shares	$53.8M 670.8K shares
GOLDMAN SACHS GROUP INC Institution	+$16.6M +145.5K shares	$57.7M 506.8K shares
R ROYAL BANK OF CANADA Institution	+$14.6M +128.0K shares	$51.6M 453.0K shares
Dynasty Wealth Management, LLC Fund of Funds	+$12.8M +112.5K shares	$65.0M 570.6K shares
NGAM ADVISORS, L.P. Long Only Manager	+$12.6M +110.5K shares	$34.8M 305.6K shares
Eagle Strategies LLC RIA/Wealth	+$8.0M +70.1K shares	$8.4M 73.6K shares
MONETA GROUP INVESTMENT ADVISORS LLC RIA/Wealth	+$7.8M +68.1K shares	$51.0M 447.8K shares

Biggest Sellers

Institution	Net Sold	Current Position
ENVESTNET ASSET MANAGEMENT INC Long Only Manager	−$1.4B −12.6M shares	$494.4M 4.3M shares
L LPL Financial LLC Institution	−$391.4M −3.4M shares	$300.3M 2.6M shares
JPMORGAN CHASE & CO Institution	−$204.4M −1.8M shares	$320.1M 2.8M shares
CWM, LLC RIA/Wealth	−$153.6M −1.3M shares	$19.4M 170.4K shares
Envestnet Portfolio Solutions, Inc. Long Only Manager	−$145.6M −1.3M shares	$25.7M 225.7K shares
MORGAN STANLEY RIA/Wealth	−$138.2M −1.2M shares	$334.2M 2.9M shares
PARK AVENUE SECURITIES LLC RIA/Wealth	−$134.5M −1.2M shares	$47.5M 417.3K shares
MML INVESTORS SERVICES, LLC RIA/Wealth	−$100.3M −880.6K shares	$51.6M 453.4K shares
J JONES FINANCIAL COMPANIES LLLP Institution	−$97.1M −862.1K shares	$427.4M 3.8M shares
Janney Montgomery Scott LLC RIA/Wealth	−$82.2M −722.1K shares	$23.6M 207.1K shares

Entry and Exit Activity

Institutions that initiated new positions or completely exited EFG in Q3 2025

New Positions: 37
New Value: $18.1M
Exited Positions: 70
Exited Value: $55.8M

New Positions

Institution	Position Value
Centerline Wealth Advisors, LLC Real Assets	$3.6M 31.8K shares
Integrity Advisory Solutions, LLC RIA/Wealth	$3.0M 26.3K shares
Siligmueller & Norvid Wealth Advisors LLC RIA/Wealth	$2.5M 21.9K shares
V Vise Technologies, Inc. Institution	$1.9M 17.1K shares
FIRST HORIZON NATIONAL CORP RIA/Wealth	$1.6M 14.1K shares
HORAN Wealth, LLC RIA/Wealth	$829.4K 7.3K shares
Jordan Park Group LLC Family Office	$532.4K 4.7K shares
H Helen Stephens Group, LLC Institution	$407.9K 3.6K shares
F FULTON BANK, N.A. Institution	$397.1K 3.5K shares
Summit Financial Strategies, Inc. RIA/Wealth	$372.3K 3.3K shares

Exited Positions

Institution	Previous Position
POTOMAC FUND MANAGEMENT INC /ADV Long Only Manager	$10.1M 90.4K shares
Lineweaver Wealth Advisors, LLC RIA/Wealth	$8.8M 78.3K shares
P PERSONAL CFO SOLUTIONS, LLC RIA/Wealth	$4.7M 42.2K shares
S Scissortail Wealth Management, LLC RIA/Wealth	$3.1M 27.9K shares
H HSBC HOLDINGS PLC Institution	$2.7M 24.4K shares
S SWP FINANCIAL LLC Institution	$2.1M 18.7K shares
Barnes Wealth Management Group, Inc RIA/Wealth	$2.0M 17.4K shares
Feltz Wealth PLAN Inc. RIA/Wealth	$1.3M 11.5K shares
Tradewinds, LLC. RIA/Wealth	$1.2M 10.5K shares
First Heartland Consultants, Inc. RIA/Wealth	$1.1M 10.2K shares

Options Activity

Institutions with the largest Call and Put options positions in EFG as of Q3 2025

Call Positions: 0
Call Value: -
Put Positions: 0
Put Value: -

Call Positions

Institution	Position Value
No call positions found

Put Positions

Institution	Position Value
No put positions found

Most Committed Institutions

Institutions with EFG as the highest % of their portfolio as of Q3 2025

Institution	Key People	Portfolio Weight	Ownership	Owned Since	Total AUM (Long)
Aventus Investment Advisors, Inc. RIA/Wealth	Jeffrey Peter Hare President	10.97% $12.9M	112.9K shares	Q2 2025 Held for 5 months	$117.3M
C Covenant Partners, LLC RIA/Wealth	Wendy Lynn Vasquez CCO	6.57% $23.1M	202.8K shares	Q4 2018 Held for 6y 11m	$351.5M
Financial Synergies Wealth Advisors, Inc. RIA/Wealth	Bryan David Zschiesche President	5.45% $53.4M	468.6K shares	Q3 2020 Held for 5y 2m	$979.3M
Quent Capital, LLC Hedge Fund•Long/Short	William Albert Jollie President	4.94% $59.0M	518.4K shares	Q4 2021 Held for 3y 11m	$1.2B
Kingdom Financial Group LLC. RIA/Wealth	Steven David Fullerton President	4.68% $5.5M	48.1K shares	Q2 2023 Held for 2y 5m	$116.9M
SHAKESPEARE WEALTH MANAGEMENT, INC. RIA/Wealth	Kevin Michael Reardon CEO	4.46% $19.6M	171.9K shares	Q4 2017 Held for 7y 11m	$439.2M
Wakefield Asset Management LLLP RIA/Wealth	Geoffrey Todd Gervasini CIO	4.36% $16.0M	140.3K shares	Q3 2018 Held for 7y 2m	$366.4M
Cardinal Strategic Wealth Guidance RIA/Wealth	Adrianne Sanders Yamaki Managing Partner	4.32% $15.9M	139.5K shares	Q4 2022 Held for 2y 11m	$368.1M
Meridian Wealth Partners, LLC RIA/Wealth	Kenneth Charles Ambrogi CIO	4.12% $29.9M	262.9K shares	Q3 2024 Held for 1y 2m	$726.2M
F FLOW TRADERS U.S. LLC Institution	-	4.06% $83.9M	736.8K shares	Q3 2021 Held for 4y 2m	$2.1B

Hedge Fund Spotlight

Discover hedge funds investing in EFG

Quantinno Capital Management LP

Hedge Fund • Market Neutral

Portfolio ManagerHoon Nmn Kim

Portfolio Value: $36.6B
Positions: 2,911
Last Reported: Q3 2025

Sector Allocation

Position in iShares MSCI EAFE Growth

Market Value: $2.9M
Shares Held: 25.1K
Portfolio Weight: 0.01%
Owned Since: 2024-Q4

Top Holding	Sector	Market Value	Weight
1 Nvidia NVDA	Semiconductors Technology	$2.1B	5.71%
2 Apple AAPL	Consumer Electronics Technology	$1.9B	5.06%
3 Microsoft MSFT	Software - Infrastructure Technology	$1.4B	3.93%