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iShares ESG Advanced MSCI EAFE ETF

188 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, 69 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:

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
188
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
MML Investors Services
76
MML Investors Services
Massachusetts
$779K
UFAC
77
Urban Financial Advisory Corp
Illinois
$777K
F8IS
78
Figure 8 Investment Strategies
Idaho
$774K
SWP
79
Stratos Wealth Partners
Ohio
$749K
LRIA
80
Leonard Rickey Investment Advisors
Washington
$735K
Raymond James Financial
81
Raymond James Financial
Florida
$718K
Betterment LLC
82
Betterment LLC
New York
$701K
JFG
83
JMG Financial Group
Illinois
$700K
EWM
84
Empirical Wealth Management
Washington
$693K
Franklin Resources
85
Franklin Resources
California
$686K
Cerity Partners
86
Cerity Partners
New York
$653K
RA
87
RFG Advisory
Alabama
$616K
MPW
88
MA Private Wealth
California
$603K
MCM
89
MAI Capital Management
Ohio
$585K
SA
90
Sanctuary Advisors
Indiana
$568K
KAS
91
Kestra Advisory Services
Texas
$553K
HHGA
92
Halbert Hargrove Global Advisors
California
$552K
PP
93
Prudential plc
United Kingdom
$530K
SC
94
Savant Capital
Illinois
$511K
SA
95
Stewardship Advisors
Pennsylvania
$502K
Janney Montgomery Scott
96
Janney Montgomery Scott
Pennsylvania
$485K
MSFS
97
Main Street Financial Solutions
Pennsylvania
$482K
AWM
98
Ariadne Wealth Management
California
$476K
FIM
99
Freedom Investment Management
Connecticut
$469K
HTC
100
Haverford Trust Company
Pennsylvania
$459K