We are live on ! Find out more
DMXF icon

iShares ESG Advanced MSCI EAFE ETF

194 hedge funds and large institutions have $408M invested in iShares ESG Advanced MSCI EAFE ETF in 2025 Q4 according to their latest regulatory filings, with 24 funds opening new positions, 87 increasing their positions, 51 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed

71% more repeat investments, than reductions

Existing positions increased: 87 | Existing positions reduced: 51

26% more first-time investments, than exits

New positions opened: 24 | Existing positions closed: 19

25% more funds holding in top 10

Funds holding in top 10: 45 (+1)

5.28% more ownership

Funds ownership: 57.77%63.05% (+5.3%)

2% more funds holding

Funds holding: 190194 (+4)

0% more capital invested

Capital invested by funds: $407M → $408M (+$779K)

Holders
194
Holders Change
+4
Holders Change %
+2.11%
% of All Funds
2.36%
Holding in Top 10
5
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+25%
% of All Funds
0.06%
New
24
Increased
87
Reduced
51
Closed
19
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
OWM
51
Opes Wealth Management
California
$1.5M +$11.4K +150 +0.8%
Jane Street
52
Jane Street
New York
$1.48M -$3.65M -47,890 -71%
GAM
53
Gould Asset Management
California
$1.46M
FPF
54
First Pacific Financial
Washington
$1.45M -$56.6K -742 -4%
RWP
55
Revolve Wealth Partners
New Jersey
$1.37M +$75.7K +993 +6%
PL
56
Plancorp LLC
Missouri
$1.37M
Creative Planning
57
Creative Planning
Kansas
$1.28M +$88.6K +1,162 +7%
F8IS
58
Figure 8 Investment Strategies
Idaho
$1.23M +$468K +6,130 +60%
CFM
59
Cornerstone Financial Management
Massachusetts
$1.19M +$1.21M +15,801 New
WF
60
Warner Financial
Maryland
$1.15M +$100K +1,312 +9%
BPA
61
Beacon Pointe Advisors
California
$1.12M +$97.7K +1,281 +9%
OWA
62
One Wealth Advisors
California
$1.08M -$200K -2,619 -15%
RSWM
63
Robertson Stephens Wealth Management
California
$1.05M
Envestnet Asset Management
64
Envestnet Asset Management
Illinois
$1.05M -$722K -9,461 -40%
SWGC
65
Summit Wealth Group (Colorado)
Colorado
$1M +$1.01M +13,307 New
VWA
66
VERITY Wealth Advisors
United States
$997K
Lazard Asset Management
67
Lazard Asset Management
New York
$993K
FFA
68
Farther Finance Advisors
California
$991K +$127K +1,671 +15%
MC
69
Moors & Cabot
Massachusetts
$956K +$44.4K +582 +5%
AIA
70
Ally Invest Advisors
North Carolina
$928K -$81.5K -1,068 -8%
DT
71
Diversified Trust
Tennessee
$923K +$106K +1,390 +13%
OIA
72
OneDigital Investment Advisors
Kansas
$883K -$142K -1,865 -14%
PWM
73
Perigon Wealth Management
California
$825K -$88.7K -1,163 -10%
MML Investors Services
74
MML Investors Services
Massachusetts
$815K +$42.5K +557 +5%
SWP
75
Stratos Wealth Partners
Ohio
$815K +$72.1K +945 +10%