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iShares ESG Advanced MSCI EAFE ETF

210 hedge funds and large institutions have $546M invested in iShares ESG Advanced MSCI EAFE ETF in 2025 Q1 according to their latest regulatory filings, with 20 funds opening new positions, 54 increasing their positions, 102 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed

more funds holding in top 10

Funds holding in top 10:

less first-time investments, than exits

New positions opened: | Existing positions closed:

less funds holding

Funds holding:

less ownership

Funds ownership:

12% less capital invested

Capital invested by funds: $618M → $546M (-$71.8M)

47% less repeat investments, than reductions

Existing positions increased: 54 | Existing positions reduced: 102

Holders
210
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
Puts
Net Calls
Net Calls Change

Top Buyers

1 +$12.1M
2 +$6.35M
3 +$5.65M
4
SEI Investments
SEI Investments
Pennsylvania
+$2.22M
5
NA
NewEdge Advisors
Louisiana
+$2.17M

Top Sellers

1 -$56M
2 -$23.8M
3 -$7.85M
4
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
-$5.78M
5
PAS
Park Avenue Securities
New York
-$4.8M
Name Holding Trade Value Shares
Change
Change in
Stake
Royal Bank of Canada
26
Royal Bank of Canada
Ontario, Canada
$3M
TWC
27
TD Waterhouse Canada
Ontario, Canada
$2.93M
WCFA
28
Walkner Condon Financial Advisors
Wisconsin
$2.87M
KFAA
29
Klaas Financial Asset Advisors
Illinois
$2.86M
APW
30
Atlantic Private Wealth
North Carolina
$2.83M
EFN
31
Equita Financial Network
Pennsylvania
$2.78M
Fiera Capital (Canada)
32
Fiera Capital (Canada)
Quebec, Canada
$2.67M
AFG
33
Albion Financial Group
Utah
$2.66M
OWA
34
One Wealth Advisors
California
$2.63M
AssetMark Inc
35
AssetMark Inc
California
$2.39M
Corient Private Wealth
36
Corient Private Wealth
Florida
$2.21M
Susquehanna International Group
37
Susquehanna International Group
Pennsylvania
$2.19M
NA
38
NewEdge Advisors
Louisiana
$2.17M
Commonwealth Equity Services
39
Commonwealth Equity Services
Massachusetts
$2.12M
WA
40
Westfuller Advisors
New York
$2.08M
DL
41
DOHJ LLC
Washington
$2.05M
AM
42
Atwater Malick
Pennsylvania
$1.99M
Pathstone Holdings
43
Pathstone Holdings
New Jersey
$1.93M
Cambridge Investment Research Advisors
44
Cambridge Investment Research Advisors
Iowa
$1.91M
Janney Montgomery Scott
45
Janney Montgomery Scott
Pennsylvania
$1.91M
FPF
46
First Pacific Financial
Washington
$1.89M
AWS
47
Atria Wealth Solutions
New York
$1.87M
IWC
48
Integrated Wealth Concepts
Massachusetts
$1.85M
RCG
49
Regatta Capital Group
California
$1.85M
PA
50
Parkside Advisors
California
$1.66M