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iShares ESG Advanced MSCI EAFE ETF

242 hedge funds and large institutions have $596M invested in iShares ESG Advanced MSCI EAFE ETF in 2026 Q1 according to their latest regulatory filings, with 61 funds opening new positions, 94 increasing their positions, 37 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

663% more first-time investments, than exits

New positions opened: 61 | Existing positions closed: 8

154% more repeat investments, than reductions

Existing positions increased: 94 | Existing positions reduced: 37

46% more capital invested

Capital invested by funds: $408M → $596M (+$188M)

25% more funds holding

Funds holding: 194242 (+48)

10.7% more ownership

Funds ownership: 63.05%73.75% (+11%)

0% more funds holding in top 10

Funds holding in top 10: 55 (0)

Holders
242
Holders Change
+48
Holders Change %
+24.74%
% of All Funds
2.98%
Holding in Top 10
5
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.06%
New
61
Increased
94
Reduced
37
Closed
8
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Lido Advisors
76
Lido Advisors
California
$1.21M +$1.26M +16,071 New
CFM
77
Cornerstone Financial Management
Massachusetts
$1.2M +$10.6K +136 +0.9%
UCFA
78
United Capital Financial Advisors
Texas
$1.19M +$1.24M +15,872 New
Bank of New York Mellon
79
Bank of New York Mellon
New York
$1.14M +$1.18M +15,143 New
PWM
80
Perigon Wealth Management
California
$1.14M +$320K +4,093 +37%
GS
81
GTS Securities
New York
$1.13M +$1.17M +14,942 New
EH
82
Equitable Holdings
New York
$1.11M +$1.16M +14,792 New
SHJ
83
Sharkey, Howes & Javer
Colorado
$1.1M +$1.14M +14,610 New
FFA
84
Farther Finance Advisors
California
$1.07M +$65.4K +837 +6%
Franklin Resources
85
Franklin Resources
California
$1.05M +$381K +4,878 +54%
SWP
86
Stratos Wealth Partners
Ohio
$1.03M +$221K +2,822 +26%
SWGC
87
Summit Wealth Group (Colorado)
Colorado
$1.02M +$12.5K +160 +1%
VWA
88
VERITY Wealth Advisors
United States
$1.01M +$5.47K +70 +0.5%
Lazard Asset Management
89
Lazard Asset Management
New York
$997K
Raymond James Financial
90
Raymond James Financial
Florida
$970K +$508K +6,501 +102%
MC
91
Moors & Cabot
Massachusetts
$969K +$9.46K +121 +1%
AIA
92
Ally Invest Advisors
North Carolina
$944K +$13K +166 +1%
DT
93
Diversified Trust
Tennessee
$926K
SWM
94
SigFig Wealth Management
California
$889K -$17.3M -221,368 -95%
BCI
95
Brinker Capital Investments
Pennsylvania
$879K +$911K +11,648 New
SPIA
96
Steward Partners Investment Advisory
New York
$873K +$551K +7,047 +156%
UFAC
97
Urban Financial Advisory Corp
Illinois
$800K
MFG
98
Magnus Financial Group
New York
$794K -$12.1K -155 -1%
NA
99
NewEdge Advisors
Louisiana
$791K -$1.15M -14,706 -58%
MOS
100
MGO One Seven
Ohio
$758K +$785K +10,045 New