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iShares ESG Advanced MSCI EAFE ETF

184 hedge funds and large institutions have $393M invested in iShares ESG Advanced MSCI EAFE ETF in 2025 Q3 according to their latest regulatory filings, with 18 funds opening new positions, 52 increasing their positions, 67 reducing their positions, and 45 closing their positions.

New
Increased
Maintained
Reduced
Closed

more funds holding in top 10

Funds holding in top 10:

less ownership

Funds ownership:

less funds holding

Funds holding:

less repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

32% less capital invested

Capital invested by funds: $581M → $393M (-$188M)

60% less first-time investments, than exits

New positions opened: 18 | Existing positions closed: 45

Holders
184
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
4
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
UFAC
76
Urban Financial Advisory Corp
Illinois
$777K
F8IS
77
Figure 8 Investment Strategies
Idaho
$774K
SWP
78
Stratos Wealth Partners
Ohio
$749K
LRIA
79
Leonard Rickey Investment Advisors
Washington
$735K
Raymond James Financial
80
Raymond James Financial
Florida
$718K
Betterment LLC
81
Betterment LLC
New York
$701K
JFG
82
JMG Financial Group
Illinois
$700K
EWM
83
Empirical Wealth Management
Washington
$693K
Franklin Resources
84
Franklin Resources
California
$686K
Cerity Partners
85
Cerity Partners
New York
$653K
RA
86
RFG Advisory
Alabama
$616K
MPW
87
MA Private Wealth
California
$603K
MCM
88
MAI Capital Management
Ohio
$585K
KAS
89
Kestra Advisory Services
Texas
$553K
HHGA
90
Halbert Hargrove Global Advisors
California
$552K
PP
91
Prudential plc
United Kingdom
$530K
SC
92
Savant Capital
Illinois
$511K
SA
93
Stewardship Advisors
Pennsylvania
$502K
Janney Montgomery Scott
94
Janney Montgomery Scott
Pennsylvania
$485K
MSFS
95
Main Street Financial Solutions
Pennsylvania
$482K
AWM
96
Ariadne Wealth Management
California
$476K
FIM
97
Freedom Investment Management
Connecticut
$469K
HTC
98
Haverford Trust Company
Pennsylvania
$459K
GSWM
99
Golden State Wealth Management
California
$451K
TSS
100
Two Sigma Securities
New York
$451K