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iShares ESG Advanced MSCI EAFE ETF

190 hedge funds and large institutions have $407M invested in iShares ESG Advanced MSCI EAFE ETF in 2025 Q3 according to their latest regulatory filings, with 19 funds opening new positions, 52 increasing their positions, 71 reducing their positions, and 45 closing their positions.

New
Increased
Maintained
Reduced
Closed

0% more funds holding in top 10

Funds holding in top 10: 44 (0)

12.72% less ownership

Funds ownership: 70.49%57.77% (-13%)

15% less funds holding

Funds holding: 224190 (-34)

27% less repeat investments, than reductions

Existing positions increased: 52 | Existing positions reduced: 71

30% less capital invested

Capital invested by funds: $582M → $407M (-$175M)

58% less first-time investments, than exits

New positions opened: 19 | Existing positions closed: 45

Holders
190
Holders Change
-34
Holders Change %
-15.18%
% of All Funds
2.49%
Holding in Top 10
4
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.05%
New
19
Increased
52
Reduced
71
Closed
45
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
FPF
51
First Pacific Financial
Washington
$1.52M -$392K -5,272 -21%
OWM
52
Opes Wealth Management
California
$1.5M +$4.84K +65 +0.3%
SRB
53
Shotwell Rutter Baer
Michigan
$1.49M +$144K +1,936 +11%
GAM
54
Gould Asset Management
California
$1.47M
Wells Fargo
55
Wells Fargo
California
$1.44M +$193K +2,593 +16%
PL
56
Plancorp LLC
Missouri
$1.38M
RWP
57
Revolve Wealth Partners
New Jersey
$1.31M -$5.96K -80 -0.5%
OWA
58
One Wealth Advisors
California
$1.28M -$1.57M -21,084 -55%
Creative Planning
59
Creative Planning
Kansas
$1.2M +$18.7K +251 +2%
RSWM
60
Robertson Stephens Wealth Management
California
$1.06M -$27.5K -370 -3%
WF
61
Warner Financial
Maryland
$1.06M +$66.3K +891 +7%
BPA
62
Beacon Pointe Advisors
California
$1.04M +$1.02M +13,681 New
OIA
63
OneDigital Investment Advisors
Kansas
$1.03M -$762K -10,237 -43%
AIA
64
Ally Invest Advisors
North Carolina
$1.02M +$73.3K +984 +8%
FA
65
Financial Advisors
Massachusetts
$1.01M
VWA
66
VERITY Wealth Advisors
United States
$1M
Lazard Asset Management
67
Lazard Asset Management
New York
$1M
PWM
68
Perigon Wealth Management
California
$920K -$612K -8,221 -40%
MC
69
Moors & Cabot
Massachusetts
$919K -$11.6K -156 -1%
HF
70
HRT Financial
New York
$906K +$891K +11,971 New
FFA
71
Farther Finance Advisors
California
$872K +$174K +2,341 +26%
SA
72
Skyline Advisors
Washington
$853K +$14.5K +195 +2%
DT
73
Diversified Trust
Tennessee
$825K
Cambridge Investment Research Advisors
74
Cambridge Investment Research Advisors
Iowa
$793K -$1.39M -18,667 -64%
MFG
75
Magnus Financial Group
New York
$788K -$36.9K -496 -5%