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iShares ESG Advanced MSCI EAFE ETF

222 hedge funds and large institutions have $581M 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, 98 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:

2.78% less ownership

Funds ownership: 73.07%70.29% (-2.8%)

35% less repeat investments, than reductions

Existing positions increased: 64 | Existing positions reduced: 98

Holders
222
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
Northwestern Mutual Wealth Management
52
Northwestern Mutual Wealth Management
Wisconsin
$1.57M
HGWM
53
Horst & Graben Wealth Management
Oregon
$1.57M
XPN
54
XY Planning Network
Montana
$1.55M
UCFA
55
United Capital Financial Advisors
Texas
$1.53M
PWM
56
Perigon Wealth Management
California
$1.52M
MMA
57
Miracle Mile Advisors
California
$1.47M
OWM
58
Opes Wealth Management
California
$1.47M
GAM
59
Gould Asset Management
California
$1.45M
SHJ
60
Sharkey, Howes & Javer
Colorado
$1.36M
PL
61
Plancorp LLC
Missouri
$1.35M
MWM
62
Modern Wealth Management
Kansas
$1.34M
SPIA
63
Steward Partners Investment Advisory
New York
$1.32M
CWM
64
Congress Wealth Management
Massachusetts
$1.3M
SRB
65
Shotwell Rutter Baer
Michigan
$1.3M
RWP
66
Revolve Wealth Partners
New Jersey
$1.29M
DL
67
DOHJ LLC
Washington
$1.28M
GM
68
GeoWealth Management
Illinois
$1.24M
Wells Fargo
69
Wells Fargo
California
$1.22M
EH
70
Equitable Holdings
New York
$1.21M
SW
71
SoFi Wealth
California
$1.17M
Creative Planning
72
Creative Planning
Kansas
$1.16M
RSWM
73
Robertson Stephens Wealth Management
California
$1.07M
FA
74
Financial Advisors
Massachusetts
$997K
VWA
75
VERITY Wealth Advisors
United States
$988K