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iShares ESG Advanced MSCI EAFE ETF

242 hedge funds and large institutions have $596M invested in iShares ESG Advanced MSCI EAFE ETF in 2026 Q1 according to their latest regulatory filings, with 61 funds opening new positions, 94 increasing their positions, 37 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

663% more first-time investments, than exits

New positions opened: 61 | Existing positions closed: 8

154% more repeat investments, than reductions

Existing positions increased: 94 | Existing positions reduced: 37

46% more capital invested

Capital invested by funds: $408M → $596M (+$188M)

25% more funds holding

Funds holding: 194242 (+48)

10.7% more ownership

Funds ownership: 63.05%73.75% (+11%)

0% more funds holding in top 10

Funds holding in top 10: 55 (0)

Holders
242
Holders Change
+48
Holders Change %
+24.74%
% of All Funds
2.98%
Holding in Top 10
5
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.06%
New
61
Increased
94
Reduced
37
Closed
8
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Pathstone Holdings
51
Pathstone Holdings
New Jersey
$1.97M -$105K -1,339 -5%
IWC
52
Integrated Wealth Concepts
Massachusetts
$1.91M +$1.56M +19,909 +364%
XPN
53
XY Planning Network
Montana
$1.9M +$62.2K +796 +3%
Wells Fargo
54
Wells Fargo
California
$1.8M +$239K +3,061 +15%
AIM
55
Archer Investment Management
Texas
$1.78M +$1.84M +23,526 New
OIA
56
OneDigital Investment Advisors
Kansas
$1.77M +$914K +11,688 +100%
Northwestern Mutual Wealth Management
57
Northwestern Mutual Wealth Management
Wisconsin
$1.67M -$59.4K -760 -3%
Bank of America
58
Bank of America
North Carolina
$1.66M -$142K -1,813 -8%
Commonwealth Equity Services
59
Commonwealth Equity Services
Massachusetts
$1.6M +$72.6K +929 +5%
Cambridge Investment Research Advisors
60
Cambridge Investment Research Advisors
Iowa
$1.6M +$970K +12,401 +141%
GAM
61
Gould Asset Management
California
$1.56M +$95.4K +1,220 +6%
OWM
62
Opes Wealth Management
California
$1.55M +$48.5K +620 +3%
Jane Street
63
Jane Street
New York
$1.52M +$28.9K +369 +2%
SRB
64
Shotwell Rutter Baer
Michigan
$1.48M +$3.52K +45 +0.2%
FPF
65
First Pacific Financial
Washington
$1.46M -$2.89K -37 -0.2%
PL
66
Plancorp LLC
Missouri
$1.44M
WF
67
Warner Financial
Maryland
$1.4M +$255K +3,264 +21%
SA
68
Sanctuary Advisors
Indiana
$1.4M +$852K +10,901 +143%
GM
69
GeoWealth Management
Illinois
$1.38M +$1.43M +18,242 New
Cerity Partners
70
Cerity Partners
New York
$1.37M +$748K +9,561 +111%
RWP
71
Revolve Wealth Partners
New Jersey
$1.37M -$8.21K -105 -0.6%
F8IS
72
Figure 8 Investment Strategies
Idaho
$1.28M +$43.7K +559 +3%
HGWM
73
Horst & Graben Wealth Management
Oregon
$1.27M +$1.23M +15,788 New
Creative Planning
74
Creative Planning
Kansas
$1.25M -$29.9K -382 -2%
MFG
75
Merit Financial Group
Georgia
$1.24M +$1.29M +16,496 New