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iShares ESG Advanced MSCI EAFE ETF

243 hedge funds and large institutions have $595M invested in iShares ESG Advanced MSCI EAFE ETF in 2026 Q1 according to their latest regulatory filings, with 62 funds opening new positions, 94 increasing their positions, 37 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
243
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
5
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
Puts
Net Calls
Net Calls Change

Top Buyers

1 +$85.4M
2 +$21.5M
3 +$16.6M
4
JP Morgan Chase
JP Morgan Chase
New York
+$11.6M
5
PAS
Park Avenue Securities
New York
+$8.39M

Top Sellers

1 -$17.3M
2 -$4.38M
3 -$2.95M
4
Bank of Montreal
Bank of Montreal
Ontario, Canada
-$2.45M
5
Corient Private Wealth
Corient Private Wealth
Florida
-$2.42M
Name Holding Trade Value Shares
Change
Change in
Stake
Pathstone Holdings
51
Pathstone Holdings
New Jersey
$1.97M
IWC
52
Integrated Wealth Concepts
Massachusetts
$1.91M
XPN
53
XY Planning Network
Montana
$1.9M
Wells Fargo
54
Wells Fargo
California
$1.8M
AIM
55
Archer Investment Management
Texas
$1.78M
OIA
56
OneDigital Investment Advisors
Kansas
$1.77M
Northwestern Mutual Wealth Management
57
Northwestern Mutual Wealth Management
Wisconsin
$1.67M
Bank of America
58
Bank of America
North Carolina
$1.66M
Commonwealth Equity Services
59
Commonwealth Equity Services
Massachusetts
$1.6M
Cambridge Investment Research Advisors
60
Cambridge Investment Research Advisors
Iowa
$1.6M
GAM
61
Gould Asset Management
California
$1.56M
OWM
62
Opes Wealth Management
California
$1.55M
Jane Street
63
Jane Street
New York
$1.52M
SRB
64
Shotwell Rutter Baer
Michigan
$1.48M
FPF
65
First Pacific Financial
Washington
$1.46M
PL
66
Plancorp LLC
Missouri
$1.44M
WF
67
Warner Financial
Maryland
$1.4M
SA
68
Sanctuary Advisors
Indiana
$1.4M
GM
69
GeoWealth Management
Illinois
$1.38M
Cerity Partners
70
Cerity Partners
New York
$1.37M
RWP
71
Revolve Wealth Partners
New Jersey
$1.37M
F8IS
72
Figure 8 Investment Strategies
Idaho
$1.28M
HGWM
73
Horst & Graben Wealth Management
Oregon
$1.27M
Creative Planning
74
Creative Planning
Kansas
$1.25M
MFG
75
Merit Financial Group
Georgia
$1.24M