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iShares ESG Advanced MSCI EAFE ETF

222 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 33 funds opening new positions, 65 increasing their positions, 97 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

more funds holding

Funds holding:

more capital invested

Capital invested by funds: $ → $

more funds holding in top 10

Funds holding in top 10:

3.44% less ownership

Funds ownership: 73.07%69.63% (-3.4%)

33% less repeat investments, than reductions

Existing positions increased: 65 | Existing positions reduced: 97

Holders
222
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
Name Holding Trade Value Shares
Change
Change in
Stake
Northwestern Mutual Wealth Management
51
Northwestern Mutual Wealth Management
Wisconsin
$1.57M
HGWM
52
Horst & Graben Wealth Management
Oregon
$1.57M
XPN
53
XY Planning Network
Montana
$1.55M
UCFA
54
United Capital Financial Advisors
Texas
$1.53M
PWM
55
Perigon Wealth Management
California
$1.52M
MMA
56
Miracle Mile Advisors
California
$1.47M
OWM
57
Opes Wealth Management
California
$1.47M
GAM
58
Gould Asset Management
California
$1.45M
SHJ
59
Sharkey, Howes & Javer
Colorado
$1.36M
PL
60
Plancorp LLC
Missouri
$1.35M
SPIA
61
Steward Partners Investment Advisory
New York
$1.32M
CWM
62
Congress Wealth Management
Massachusetts
$1.3M
SRB
63
Shotwell Rutter Baer
Michigan
$1.3M
RWP
64
Revolve Wealth Partners
New Jersey
$1.29M
DL
65
DOHJ LLC
Washington
$1.28M
GM
66
GeoWealth Management
Illinois
$1.24M
MWM
67
Modern Wealth Management
Kansas
$1.23M
Wells Fargo
68
Wells Fargo
California
$1.22M
EH
69
Equitable Holdings
New York
$1.21M
SW
70
SoFi Wealth
California
$1.17M
Creative Planning
71
Creative Planning
Kansas
$1.16M
RSWM
72
Robertson Stephens Wealth Management
California
$1.07M
FA
73
Financial Advisors
Massachusetts
$997K
VWA
74
VERITY Wealth Advisors
United States
$988K
Lazard Asset Management
75
Lazard Asset Management
New York
$983K