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iShares ESG Advanced MSCI EAFE ETF

221 hedge funds and large institutions have $575M invested in iShares ESG Advanced MSCI EAFE ETF in 2025 Q2 according to their latest regulatory filings, with 32 funds opening new positions, 65 increasing their positions, 97 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
221
Holders Change
+11
Holders Change %
+5.24%
% of All Funds
2.96%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.04%
New
32
Increased
65
Reduced
97
Closed
15
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
WF
76
Warner Financial
Maryland
$976K +$188K +2,526 +24%
PP
77
Prudential plc
United Kingdom
$953K
AIA
78
Ally Invest Advisors
North Carolina
$925K +$130K +1,743 +16%
MC
79
Moors & Cabot
Massachusetts
$915K +$55.7K +748 +6%
Bank of New York Mellon
80
Bank of New York Mellon
New York
$914K -$20.5K -276 -2%
BCI
81
Brinker Capital Investments
Pennsylvania
$889K +$141K +1,898 +19%
MOS
82
MGO One Seven
Ohio
$868K -$2.83K -38 -0.3%
EFG
83
Elios Financial Group
Ohio
$859K -$135K -1,816 -14%
APW
84
Austin Private Wealth
Texas
$858K -$2.75K -37 -0.3%
ISFAN
85
Investor's Fiduciary Advisor Network
Washington
$832K -$852K -11,452 -51%
SA
86
Skyline Advisors
Washington
$824K +$2.08K +28 +0.3%
MFG
87
Magnus Financial Group
New York
$811K +$13.4K +180 +2%
DT
88
Diversified Trust
Tennessee
$810K
FIM
89
Freedom Investment Management
Connecticut
$803K -$63.4K -851 -7%
UFAC
90
Urban Financial Advisory Corp
Illinois
$764K +$764K +10,263 New
SWP
91
Stratos Wealth Partners
Ohio
$729K -$35.1K -472 -5%
LRIA
92
Leonard Rickey Investment Advisors
Washington
$729K -$63.6K -855 -8%
Betterment LLC
93
Betterment LLC
New York
$724K +$3.42K +46 +0.5%
MFG
94
Merit Financial Group
Georgia
$715K +$230K +3,092 +47%
WA
95
Wealth Alliance
New York
$707K -$5.88K -79 -0.8%
AAS
96
Avantax Advisory Services
Texas
$707K +$51.4K +691 +8%
JFG
97
JMG Financial Group
Illinois
$696K
FFA
98
Farther Finance Advisors
California
$683K -$13.6K -183 -2%
EWM
99
Empirical Wealth Management
Washington
$681K -$51.7K -695 -7%
RA
100
RFG Advisory
Alabama
$676K -$11.1K -149 -2%