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iShares ESG Advanced MSCI EAFE ETF

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 15 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
221
Holders Change
+11
Holders Change %
+5.24%
% of All Funds
2.96%
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
15
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
Royal Bank of Canada
26
Royal Bank of Canada
Ontario, Canada
$3.25M -$64.5K -867 -2%
TWC
27
TD Waterhouse Canada
Ontario, Canada
$3.24M
Fiera Capital (Canada)
28
Fiera Capital (Canada)
Quebec, Canada
$3.24M +$290K +3,900 +10%
APW
29
Atlantic Private Wealth
North Carolina
$3.13M +$670 +9 +0%
AFG
30
Albion Financial Group
Utah
$2.95M +$7.15K +96 +0.2%
OWA
31
One Wealth Advisors
California
$2.83M -$73.3K -985 -3%
EFN
32
Equita Financial Network
Pennsylvania
$2.79M -$284K -3,812 -9%
Carson Wealth (CWM LLC)
33
Carson Wealth (CWM LLC)
Nebraska
$2.78M +$2.46M +33,017 +776%
AssetMark Inc
34
AssetMark Inc
California
$2.71M +$65.5K +880 +2%
Janney Montgomery Scott
35
Janney Montgomery Scott
Pennsylvania
$2.61M +$500K +6,722 +24%
Corient Private Wealth
36
Corient Private Wealth
Florida
$2.48M +$38.4K +516 +2%
WA
37
Westfuller Advisors
New York
$2.33M +$36.1K +485 +2%
AM
38
Atwater Malick
Pennsylvania
$2.33M +$129K +1,737 +6%
Commonwealth Equity Services
39
Commonwealth Equity Services
Massachusetts
$2.27M -$69.7K -937 -3%
NA
40
NewEdge Advisors
Louisiana
$2.24M -$149K -1,998 -6%
DRP
41
Decker Retirement Planning
Utah
$2.23M +$2.22M +29,836 +38,251%
Cambridge Investment Research Advisors
42
Cambridge Investment Research Advisors
Iowa
$2.17M +$55.2K +742 +3%
Pathstone Holdings
43
Pathstone Holdings
New Jersey
$2.15M +$12.1K +163 +0.6%
IWC
44
Integrated Wealth Concepts
Massachusetts
$2.06M +$20K +269 +1%
FPF
45
First Pacific Financial
Washington
$1.89M -$199K -2,668 -10%
Thrivent Financial for Lutherans
46
Thrivent Financial for Lutherans
Minnesota
$1.87M -$5.17M -69,518 -73%
Osaic Holdings
47
Osaic Holdings
Arizona
$1.86M +$303K +4,338 +19%
PA
48
Parkside Advisors
California
$1.84M
OIA
49
OneDigital Investment Advisors
Kansas
$1.78M +$409K +5,489 +30%
Bank of America
50
Bank of America
North Carolina
$1.69M -$93.1K -1,250 -5%