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iShares ESG Advanced MSCI EAFE ETF
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Overview Fund Activity

221 hedge funds and large institutions have $575M invested in iShares ESG Advanced MSCI EAFE ETF in 2025 Q2 according to their latest regulatory filings, with 32 funds opening new positions, 65 increasing their positions, 97 reducing their positions, and 14 closing their positions.

Holders
221
Holders Change
+11
Holders Change %
+5.24%
% of All Funds
2.97%
Holding in Top 10
3
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.04%
New
32
Increased
65
Reduced
97
Closed
14
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
B
1
Bailard
California
$5.27M
2
LPL Financial
2
LPL Financial
California
$25.6M
3
Carson Wealth (CWM LLC)
3
Carson Wealth (CWM LLC)
Nebraska
$2.78M
4
RWP
4
RWA Wealth Partners
Massachusetts
$9.62M
5
DRP
5
Decker Retirement Planning
Utah
$2.23M

Top Sellers

1
PAS
1
Park Avenue Securities
New York
$0
2
Citadel Advisors
2
Citadel Advisors
Florida
$0
3
FTUS
3
Flow Traders U.S.
New York
$8.07M
4
Thrivent Financial for Lutherans
4
Thrivent Financial for Lutherans
Minnesota
$1.87M
5
BlackRock
5
BlackRock
New York
$63M
Name Market Value Shares Shares
Change 		Shares
Change %
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$109M 1,459,122 -30,831 -2%
BlackRock
2
BlackRock
New York
$63M 846,928 -62,115 -7%
IAS
3
IMA Advisory Services
Colorado
$54.4M 731,391 -21,464 -3%
LPL Financial
4
LPL Financial
California
$25.6M 344,415 +35,769 +12%
Envestnet Portfolio Solutions
5
Envestnet Portfolio Solutions
Illinois
$22.4M 300,907 -36,518 -11%
SEI Investments
6
SEI Investments
Pennsylvania
$21M 282,102 +27,892 +11%
SWM
7
SigFig Wealth Management
California
$17.2M 231,283 -444 -0.2%
JPMorgan Chase & Co
8
JPMorgan Chase & Co
New York
$15.1M 202,874 -5,259 -3%
AF
9
Allworth Financial
California
$14.3M 191,792 +2,061 +1%
RWP
10
RWA Wealth Partners
Massachusetts
$9.62M 129,176 +30,902 +31%
Cetera Investment Advisers
11
Cetera Investment Advisers
Illinois
$8.99M 120,821 +13,723 +13%
FTUS
12
Flow Traders U.S.
New York
$8.07M 108,353 -71,270 -40%
MML Investors Services
13
MML Investors Services
Massachusetts
$6.35M 85,287 -1,819 -2%
AI
14
Accredited Investors
Minnesota
$5.94M 79,793 +6,742 +9%
VAF
15
Values Added Financial
District of Columbia
$5.65M 75,880 +14,016 +23%
FCG
16
Financial Connections Group
California
$5.62M 75,545 -721 -0.9%
Jane Street
17
Jane Street
New York
$5.59M 75,109 -39,612 -35%
B
18
Bailard
California
$5.27M 70,823 +70,823 New
HighTower Advisors
19
HighTower Advisors
Illinois
$5.06M 67,978 -1,858 -3%
BRIA
20
Balanced Rock Investment Advisors
Massachusetts
$4.53M 60,866 -4,390 -7%
UBS Group
21
UBS Group
Switzerland
$4.48M 60,129 +5,479 +10%
Fidelity Investments
22
Fidelity Investments
Massachusetts
$3.64M 48,892 -2,561 -5%
RCG
23
Regatta Capital Group
California
$3.58M 48,157 +20,740 +76%
KFAA
24
Klaas Financial Asset Advisors
Illinois
$3.43M 46,101 +3,570 +8%
WCFA
25
Walkner Condon Financial Advisors
Wisconsin
$3.25M 43,623 +979 +2%
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