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iShares ESG Advanced MSCI EAFE ETF

222 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 33 funds opening new positions, 65 increasing their positions, 97 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

more funds holding

Funds holding:

more capital invested

Capital invested by funds: $ → $

more funds holding in top 10

Funds holding in top 10:

3.44% less ownership

Funds ownership: 73.07%69.63% (-3.4%)

33% less repeat investments, than reductions

Existing positions increased: 65 | Existing positions reduced: 97

Holders
222
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
Name Holding Trade Value Shares
Change
Change in
Stake
Royal Bank of Canada
26
Royal Bank of Canada
Ontario, Canada
$3.25M
TWC
27
TD Waterhouse Canada
Ontario, Canada
$3.24M
Fiera Capital (Canada)
28
Fiera Capital (Canada)
Quebec, Canada
$3.24M
APW
29
Atlantic Private Wealth
North Carolina
$3.13M
AFG
30
Albion Financial Group
Utah
$2.95M
OWA
31
One Wealth Advisors
California
$2.83M
EFN
32
Equita Financial Network
Pennsylvania
$2.79M
Carson Wealth (CWM LLC)
33
Carson Wealth (CWM LLC)
Nebraska
$2.77M
AssetMark Inc
34
AssetMark Inc
California
$2.71M
Janney Montgomery Scott
35
Janney Montgomery Scott
Pennsylvania
$2.61M
Corient Private Wealth
36
Corient Private Wealth
Florida
$2.48M
WA
37
Westfuller Advisors
New York
$2.33M
AM
38
Atwater Malick
Pennsylvania
$2.33M
Commonwealth Equity Services
39
Commonwealth Equity Services
Massachusetts
$2.27M
NA
40
NewEdge Advisors
Louisiana
$2.24M
DRP
41
Decker Retirement Planning
Utah
$2.23M
Cambridge Investment Research Advisors
42
Cambridge Investment Research Advisors
Iowa
$2.17M
Pathstone Holdings
43
Pathstone Holdings
New Jersey
$2.15M
IWC
44
Integrated Wealth Concepts
Massachusetts
$2.06M
FPF
45
First Pacific Financial
Washington
$1.89M
Thrivent Financial for Lutherans
46
Thrivent Financial for Lutherans
Minnesota
$1.87M
Osaic Holdings
47
Osaic Holdings
Arizona
$1.86M
PA
48
Parkside Advisors
California
$1.84M
OIA
49
OneDigital Investment Advisors
Kansas
$1.78M
Bank of America
50
Bank of America
North Carolina
$1.69M