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iShares ESG Advanced MSCI EAFE ETF
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Overview Fund Activity

221 hedge funds and large institutions have $575M invested in iShares ESG Advanced MSCI EAFE ETF in 2025 Q2 according to their latest regulatory filings, with 32 funds opening new positions, 65 increasing their positions, 97 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
221
Holders Change
+11
Holders Change %
+5.24%
% of All Funds
2.96%
Holding in Top 10
3
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.04%
New
32
Increased
65
Reduced
97
Closed
15
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
B
Bailard
California
$5.27M
2
LPL Financial
LPL Financial
California
$25.6M
3
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC)
Nebraska
$2.78M
4
RWP
RWA Wealth Partners
Massachusetts
$9.62M
5
DRP
Decker Retirement Planning
Utah
$2.23M

Top Sellers

1
PAS
Park Avenue Securities
New York
$0
2
Citadel Advisors
Citadel Advisors
Florida
$0
3
FTUS
Flow Traders U.S.
New York
$8.07M
4
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans
Minnesota
$1.87M
5
BlackRock
BlackRock
New York
$63M
Name Holding Trade Value Shares
Change 		Shares
Change %
Northwestern Mutual Wealth Management
51
Northwestern Mutual Wealth Management
Wisconsin
$1.57M +$16.9K +227 +1%
HGWM
52
Horst & Graben Wealth Management
Oregon
$1.57M -$66.8K -897 -4%
XPN
53
XY Planning Network
Montana
$1.55M -$89.6K -1,204 -5%
UCFA
54
United Capital Financial Advisors
Texas
$1.53M -$109K -1,465 -7%
PWM
55
Perigon Wealth Management
California
$1.52M -$18.3K -246 -1%
MMA
56
Miracle Mile Advisors
California
$1.47M +$1.47M +19,786 New
OWM
57
Opes Wealth Management
California
$1.47M -$111K -1,490 -7%
GAM
58
Gould Asset Management
California
$1.45M – – –
SHJ
59
Sharkey, Howes & Javer
Colorado
$1.36M +$28.3K +380 +2%
PL
60
Plancorp LLC
Missouri
$1.35M – – –
SPIA
61
Steward Partners Investment Advisory
New York
$1.32M -$101K -1,363 -7%
CWM
62
Congress Wealth Management
Massachusetts
$1.3M +$161K +2,158 +14%
SRB
63
Shotwell Rutter Baer
Michigan
$1.3M +$3.43K +46 +0.3%
RWP
64
Revolve Wealth Partners
New Jersey
$1.29M -$8.93K -120 -0.7%
DL
65
DOHJ LLC
Washington
$1.28M -$791K -11,627 -38%
GM
66
GeoWealth Management
Illinois
$1.24M +$409K +5,495 +49%
MWM
67
Modern Wealth Management
Kansas
$1.23M -$234K -3,139 -16%
Wells Fargo
68
Wells Fargo
California
$1.22M -$62.6K -841 -5%
EH
69
Equitable Holdings
New York
$1.21M -$173K -2,318 -12%
SW
70
SoFi Wealth
California
$1.17M +$451K +6,056 +62%
Creative Planning
71
Creative Planning
Kansas
$1.16M +$13K +174 +1%
RSWM
72
Robertson Stephens Wealth Management
California
$1.07M +$1.07M +14,382 New
FA
73
Financial Advisors
Massachusetts
$997K +$619K +8,314 +164%
VWA
74
VERITY Wealth Advisors
United States
$988K – – –
Lazard Asset Management
75
Lazard Asset Management
New York
$983K – – –
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