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iShares ESG Advanced MSCI EAFE ETF

242 hedge funds and large institutions have $596M invested in iShares ESG Advanced MSCI EAFE ETF in 2026 Q1 according to their latest regulatory filings, with 61 funds opening new positions, 94 increasing their positions, 37 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

663% more first-time investments, than exits

New positions opened: 61 | Existing positions closed: 8

154% more repeat investments, than reductions

Existing positions increased: 94 | Existing positions reduced: 37

46% more capital invested

Capital invested by funds: $408M → $596M (+$188M)

25% more funds holding

Funds holding: 194242 (+48)

10.7% more ownership

Funds ownership: 63.05%73.75% (+11%)

0% more funds holding in top 10

Funds holding in top 10: 55 (0)

Holders
242
Holders Change
+48
Holders Change %
+24.74%
% of All Funds
2.98%
Holding in Top 10
5
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.06%
New
61
Increased
94
Reduced
37
Closed
8
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$83.5M +$85.4M +1,092,784 +7,839%
BlackRock
2
BlackRock
New York
$63.5M -$297K -3,802 -0.5%
IAS
3
IMA Advisory Services
Colorado
$55.5M +$286K +3,655 +0.5%
SEI Investments
4
SEI Investments
Pennsylvania
$28.2M +$1.28M +16,417 +5%
LPL Financial
5
LPL Financial
California
$27.1M +$21.5M +274,432 +323%
CCWP
6
Cedar Cove Wealth Partners
Minnesota
$17.9M +$121K +1,542 +0.7%
Envestnet Portfolio Solutions
7
Envestnet Portfolio Solutions
Illinois
$16M +$16.6M +212,249 New
JP Morgan Chase
8
JP Morgan Chase
New York
$15.4M +$11.6M +147,888 +236%
AF
9
Allworth Financial
California
$13.4M +$87.6K +1,121 +0.6%
RWP
10
RWA Wealth Partners
Massachusetts
$11.3M +$320K +4,091 +3%
Susquehanna International Group
11
Susquehanna International Group
Pennsylvania
$10.7M +$6.92M +88,495 +166%
Cetera Investment Advisers
12
Cetera Investment Advisers
Illinois
$8.38M +$5.55M +71,025 +177%
PAS
13
Park Avenue Securities
New York
$8.1M +$8.39M +107,325 New
VAF
14
Values Added Financial
District of Columbia
$8.04M +$825K +10,557 +11%
B
15
Bailard
California
$7.86M +$1.12M +14,317 +16%
AI
16
Accredited Investors
Minnesota
$6.39M +$95.4K +1,220 +1%
AC
17
Apella Capital
Connecticut
$6.22M +$5.92M +75,723 New
FCG
18
Financial Connections Group
California
$5.68M -$148K -1,889 -2%
CA
19
Clearstead Advisors
Ohio
$5.62M +$5.83M +74,514 New
IWA
20
Invera Wealth Advisors
Oregon
$5.02M +$91.2K +1,166 +2%
HighTower Advisors
21
HighTower Advisors
Illinois
$4.8M +$87.3K +1,116 +2%
BRIA
22
Balanced Rock Investment Advisors
Massachusetts
$4.7M +$24K +307 +0.5%
RCG
23
Regatta Capital Group
California
$4.32M +$228K +2,921 +5%
MML Investors Services
24
MML Investors Services
Massachusetts
$4.21M +$3.52M +44,987 +415%
Carson Wealth (CWM LLC)
25
Carson Wealth (CWM LLC)
Nebraska
$4.2M +$556K +7,113 +15%