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iShares ESG Advanced MSCI EAFE ETF

210 hedge funds and large institutions have $546M invested in iShares ESG Advanced MSCI EAFE ETF in 2025 Q1 according to their latest regulatory filings, with 21 funds opening new positions, 54 increasing their positions, 101 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
210
Holders Change
-8
Holders Change %
-3.67%
% of All Funds
2.85%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.04%
New
21
Increased
54
Reduced
101
Closed
22
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
Bank of America
51
Bank of America
North Carolina
$1.61M +$107K +1,590 +7%
ISFAN
52
Investor's Fiduciary Advisor Network
Washington
$1.52M +$34.5K +513 +2%
Osaic Holdings
53
Osaic Holdings
Arizona
$1.5M -$697K -10,351 -32%
UCFA
54
United Capital Financial Advisors
Texas
$1.48M -$1.17M -17,380 -44%
XPN
55
XY Planning Network
Montana
$1.48M -$60.8K -903 -4%
HGWM
56
Horst & Graben Wealth Management
Oregon
$1.48M -$906K -13,452 -38%
OWM
57
Opes Wealth Management
California
$1.43M -$57.2K -850 -4%
WFA
58
Wade Financial Advisory
California
$1.41M +$29.6K +440 +2%
Northwestern Mutual Wealth Management
59
Northwestern Mutual Wealth Management
Wisconsin
$1.4M +$352K +5,230 +34%
PWM
60
Perigon Wealth Management
California
$1.39M -$91.5K -1,359 -6%
MWM
61
Modern Wealth Management
Kansas
$1.32M +$1.32M +19,646 New
GAM
62
Gould Asset Management
California
$1.31M
SPIA
63
Steward Partners Investment Advisory
New York
$1.29M -$634K -9,418 -33%
EH
64
Equitable Holdings
New York
$1.25M -$731K -10,860 -37%
OIA
65
OneDigital Investment Advisors
Kansas
$1.24M -$987K -14,663 -44%
PL
66
Plancorp LLC
Missouri
$1.22M
SHJ
67
Sharkey, Howes & Javer
Colorado
$1.21M -$856K -12,718 -41%
HHGA
68
Halbert Hargrove Global Advisors
California
$1.18M +$1.18M +17,473 New
RWP
69
Revolve Wealth Partners
New Jersey
$1.17M +$86.1K +1,279 +8%
Wells Fargo
70
Wells Fargo
California
$1.16M +$45.9K +682 +4%
SRB
71
Shotwell Rutter Baer
Michigan
$1.07M +$11K +178 +1%
Creative Planning
72
Creative Planning
Kansas
$1.04M +$407K +6,038 +64%
CWM
73
Congress Wealth Management
Massachusetts
$1.03M +$102K +1,512 +11%
RCS
74
Retirement Capital Strategies
California
$1.02M +$1.02M +15,170 New
EFG
75
Elios Financial Group
Ohio
$899K +$67 +1 +0%