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iShares ESG Advanced MSCI EAFE ETF

184 hedge funds and large institutions have $393M invested in iShares ESG Advanced MSCI EAFE ETF in 2025 Q3 according to their latest regulatory filings, with 18 funds opening new positions, 52 increasing their positions, 67 reducing their positions, and 45 closing their positions.

New
Increased
Maintained
Reduced
Closed

more funds holding in top 10

Funds holding in top 10:

less ownership

Funds ownership:

less funds holding

Funds holding:

less repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

32% less capital invested

Capital invested by funds: $581M → $393M (-$188M)

60% less first-time investments, than exits

New positions opened: 18 | Existing positions closed: 45

Holders
184
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
4
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
OWM
51
Opes Wealth Management
California
$1.5M
SRB
52
Shotwell Rutter Baer
Michigan
$1.49M
GAM
53
Gould Asset Management
California
$1.47M
Wells Fargo
54
Wells Fargo
California
$1.44M
PL
55
Plancorp LLC
Missouri
$1.38M
RWP
56
Revolve Wealth Partners
New Jersey
$1.31M
OWA
57
One Wealth Advisors
California
$1.28M
Creative Planning
58
Creative Planning
Kansas
$1.2M
RSWM
59
Robertson Stephens Wealth Management
California
$1.06M
WF
60
Warner Financial
Maryland
$1.06M
BPA
61
Beacon Pointe Advisors
California
$1.04M
OIA
62
OneDigital Investment Advisors
Kansas
$1.03M
AIA
63
Ally Invest Advisors
North Carolina
$1.02M
FA
64
Financial Advisors
Massachusetts
$1.01M
VWA
65
VERITY Wealth Advisors
United States
$1M
Lazard Asset Management
66
Lazard Asset Management
New York
$1M
PWM
67
Perigon Wealth Management
California
$920K
MC
68
Moors & Cabot
Massachusetts
$919K
HF
69
HRT Financial
New York
$906K
FFA
70
Farther Finance Advisors
California
$872K
SA
71
Skyline Advisors
Washington
$853K
DT
72
Diversified Trust
Tennessee
$825K
Cambridge Investment Research Advisors
73
Cambridge Investment Research Advisors
Iowa
$793K
MFG
74
Magnus Financial Group
New York
$788K
MML Investors Services
75
MML Investors Services
Massachusetts
$779K