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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 20 funds opening new positions, 54 increasing their positions, 102 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed

more funds holding in top 10

Funds holding in top 10:

less first-time investments, than exits

New positions opened: | Existing positions closed:

less funds holding

Funds holding:

less ownership

Funds ownership:

12% less capital invested

Capital invested by funds: $618M → $546M (-$71.8M)

47% less repeat investments, than reductions

Existing positions increased: 54 | Existing positions reduced: 102

Holders
210
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

Top Buyers

1 +$12.1M
2 +$6.35M
3 +$5.65M
4
SEI Investments
SEI Investments
Pennsylvania
+$2.22M
5
NA
NewEdge Advisors
Louisiana
+$2.17M

Top Sellers

1 -$56M
2 -$23.8M
3 -$7.85M
4
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
-$5.78M
5
PAS
Park Avenue Securities
New York
-$4.8M
Name Holding Trade Value Shares
Change
Change in
Stake
Bank of America
51
Bank of America
North Carolina
$1.61M
ISFAN
52
Investor's Fiduciary Advisor Network
Washington
$1.52M
Osaic Holdings
53
Osaic Holdings
Arizona
$1.5M
UCFA
54
United Capital Financial Advisors
Texas
$1.48M
XPN
55
XY Planning Network
Montana
$1.48M
HGWM
56
Horst & Graben Wealth Management
Oregon
$1.48M
OWM
57
Opes Wealth Management
California
$1.43M
WFA
58
Wade Financial Advisory
California
$1.41M
Northwestern Mutual Wealth Management
59
Northwestern Mutual Wealth Management
Wisconsin
$1.4M
PWM
60
Perigon Wealth Management
California
$1.39M
MWM
61
Modern Wealth Management
Kansas
$1.32M
GAM
62
Gould Asset Management
California
$1.31M
SPIA
63
Steward Partners Investment Advisory
New York
$1.29M
EH
64
Equitable Holdings
New York
$1.25M
OIA
65
OneDigital Investment Advisors
Kansas
$1.24M
PL
66
Plancorp LLC
Missouri
$1.22M
SHJ
67
Sharkey, Howes & Javer
Colorado
$1.21M
HHGA
68
Halbert Hargrove Global Advisors
California
$1.18M
RWP
69
Revolve Wealth Partners
New Jersey
$1.17M
Wells Fargo
70
Wells Fargo
California
$1.16M
SRB
71
Shotwell Rutter Baer
Michigan
$1.07M
Creative Planning
72
Creative Planning
Kansas
$1.04M
CWM
73
Congress Wealth Management
Massachusetts
$1.03M
RCS
74
Retirement Capital Strategies
California
$1.02M
EFG
75
Elios Financial Group
Ohio
$899K