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iShares ESG Advanced MSCI EAFE ETF

194 hedge funds and large institutions have $408M invested in iShares ESG Advanced MSCI EAFE ETF in 2025 Q4 according to their latest regulatory filings, with 24 funds opening new positions, 87 increasing their positions, 51 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed

71% more repeat investments, than reductions

Existing positions increased: 87 | Existing positions reduced: 51

26% more first-time investments, than exits

New positions opened: 24 | Existing positions closed: 19

25% more funds holding in top 10

Funds holding in top 10: 45 (+1)

5.28% more ownership

Funds ownership: 57.77%63.05% (+5.3%)

2% more funds holding

Funds holding: 190194 (+4)

0% more capital invested

Capital invested by funds: $407M → $408M (+$779K)

Holders
194
Holders Change
+4
Holders Change %
+2.11%
% of All Funds
2.36%
Holding in Top 10
5
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+25%
% of All Funds
0.06%
New
24
Increased
87
Reduced
51
Closed
19
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
APW
26
Atlantic Private Wealth
North Carolina
$3.16M +$1.14K +15 +0%
Fidelity Investments
27
Fidelity Investments
Massachusetts
$3.06M -$291K -3,820 -9%
Cetera Investment Advisers
28
Cetera Investment Advisers
Illinois
$3.01M +$57.3K +751 +2%
Royal Bank of Canada
29
Royal Bank of Canada
Ontario, Canada
$3M -$281K -3,688 -8%
AFG
30
Albion Financial Group
Utah
$2.89M -$91.2K -1,196 -3%
EFN
31
Equita Financial Network
Pennsylvania
$2.89M +$82.1K +1,076 +3%
Bank of Montreal
32
Bank of Montreal
Ontario, Canada
$2.48M +$2.45M +32,105 +3,551%
WA
33
Westfuller Advisors
New York
$2.43M +$80K +1,049 +3%
AM
34
Atwater Malick
Pennsylvania
$2.43M +$34.7K +455 +1%
DRP
35
Decker Retirement Planning
Utah
$2.34M +$213K +2,798 +10%
Fiera Capital (Canada)
36
Fiera Capital (Canada)
Quebec, Canada
$2.28M +$404K +5,300 +21%
Osaic Holdings
37
Osaic Holdings
Arizona
$2.24M -$248K -3,251 -10%
Thrivent Financial for Lutherans
38
Thrivent Financial for Lutherans
Minnesota
$2.22M +$2.05M +26,830 +983%
AC
39
Arjuna Capital
North Carolina
$2.2M
MWM
40
Modern Wealth Management
Kansas
$2.17M +$651K +8,536 +42%
NP
41
NorthRock Partners
Minnesota
$2.13M +$1.95M +25,618 +953%
Pathstone Holdings
42
Pathstone Holdings
New Jersey
$2.07M -$64.6K -847 -3%
SW
43
SoFi Wealth
California
$2.05M +$369K +4,842 +22%
NA
44
NewEdge Advisors
Louisiana
$1.89M +$21.7K +285 +1%
XPN
45
XY Planning Network
Montana
$1.81M +$243K +3,182 +15%
Bank of America
46
Bank of America
North Carolina
$1.79M +$68K +892 +4%
Northwestern Mutual Wealth Management
47
Northwestern Mutual Wealth Management
Wisconsin
$1.72M +$79.6K +1,043 +5%
Wells Fargo
48
Wells Fargo
California
$1.56M +$140K +1,831 +10%
Commonwealth Equity Services
49
Commonwealth Equity Services
Massachusetts
$1.53M -$586K -7,686 -27%
SRB
50
Shotwell Rutter Baer
Michigan
$1.51M +$20.7K +272 +1%