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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 %
WCF
226
West Coast Financial
California
– – -8,622 Closed
TC
227
TownSquare Capital
Utah
– – -8,381 Closed
GS
228
GTS Securities
New York
– – -6,710 Closed
DAS
229
Diversify Advisory Services
Utah
– – -5,487 Closed
SPAS
230
Spectrum Planning & Advisory Services
California
– – -4,075 Closed
FLPIM
231
F.L. Putnam Investment Management
Massachusetts
– – -3,513 Closed
PFGIA
232
Patriot Financial Group Insurance Agency
Massachusetts
– – -3,060 Closed
CA
233
Continuum Advisory
Idaho
– – -635 Closed
CPG
234
Cornerstone Planning Group
New Jersey
– – -240 Closed
GFPC
235
Global Financial Private Client
Florida
– – -152 Closed
CCM
236
Coldstream Capital Management
Washington
– – -140 Closed
6 7 8 9
10