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iShares ESG Advanced MSCI EAFE ETF

223 hedge funds and large institutions have $582M invested in iShares ESG Advanced MSCI EAFE ETF in 2025 Q2 according to their latest regulatory filings, with 33 funds opening new positions, 64 increasing their positions, 99 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

more funds holding in top 10

Funds holding in top 10:

more capital invested

Capital invested by funds: $ → $

more funds holding

Funds holding:

2.79% less ownership

Funds ownership: 73.27%70.48% (-2.8%)

35% less repeat investments, than reductions

Existing positions increased: 64 | Existing positions reduced: 99

Holders
223
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
Bank of America
51
Bank of America
North Carolina
$1.69M
SA
52
Sanctuary Advisors
Indiana
$1.57M
Northwestern Mutual Wealth Management
53
Northwestern Mutual Wealth Management
Wisconsin
$1.57M
HGWM
54
Horst & Graben Wealth Management
Oregon
$1.57M
XPN
55
XY Planning Network
Montana
$1.55M
UCFA
56
United Capital Financial Advisors
Texas
$1.53M
PWM
57
Perigon Wealth Management
California
$1.52M
MMA
58
Miracle Mile Advisors
California
$1.47M
OWM
59
Opes Wealth Management
California
$1.47M
GAM
60
Gould Asset Management
California
$1.45M
SHJ
61
Sharkey, Howes & Javer
Colorado
$1.36M
PL
62
Plancorp LLC
Missouri
$1.35M
MWM
63
Modern Wealth Management
Kansas
$1.34M
SPIA
64
Steward Partners Investment Advisory
New York
$1.32M
CWM
65
Congress Wealth Management
Massachusetts
$1.3M
SRB
66
Shotwell Rutter Baer
Michigan
$1.3M
RWP
67
Revolve Wealth Partners
New Jersey
$1.29M
DL
68
DOHJ LLC
Washington
$1.28M
GM
69
GeoWealth Management
Illinois
$1.24M
Wells Fargo
70
Wells Fargo
California
$1.22M
EH
71
Equitable Holdings
New York
$1.21M
SW
72
SoFi Wealth
California
$1.17M
Creative Planning
73
Creative Planning
Kansas
$1.16M
RSWM
74
Robertson Stephens Wealth Management
California
$1.07M
FA
75
Financial Advisors
Massachusetts
$997K