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iShares ESG Advanced MSCI EAFE ETF

190 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, 71 reducing their positions, and 45 closing their positions.

New
Increased
Maintained
Reduced
Closed

0% more funds holding in top 10

Funds holding in top 10: 44 (0)

12.72% less ownership

Funds ownership: 70.49%57.77% (-13%)

15% less funds holding

Funds holding: 224190 (-34)

27% less repeat investments, than reductions

Existing positions increased: 52 | Existing positions reduced: 71

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
190
Holders Change
-34
Holders Change %
-15.18%
% of All Funds
2.49%
Holding in Top 10
4
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.05%
New
19
Increased
52
Reduced
71
Closed
45
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 -$5.58M -74,997 -88%
UFAC
77
Urban Financial Advisory Corp
Illinois
$777K
F8IS
78
Figure 8 Investment Strategies
Idaho
$774K +$105K +1,412 +16%
SWP
79
Stratos Wealth Partners
Ohio
$749K +$7.3K +98 +1%
LRIA
80
Leonard Rickey Investment Advisors
Washington
$735K -$6.7K -90 -0.9%
Raymond James Financial
81
Raymond James Financial
Florida
$718K +$119K +1,601 +20%
Betterment LLC
82
Betterment LLC
New York
$701K -$35.7K -479 -5%
JFG
83
JMG Financial Group
Illinois
$700K -$8.34K -112 -1%
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 -$70.6K -948 -10%
MPW
88
MA Private Wealth
California
$603K -$28.2K -379 -5%
MCM
89
MAI Capital Management
Ohio
$585K +$221K +2,965 +62%
SA
90
Sanctuary Advisors
Indiana
$568K -$1.01M -13,573 -64%
KAS
91
Kestra Advisory Services
Texas
$553K -$97.6K -1,311 -15%
HHGA
92
Halbert Hargrove Global Advisors
California
$552K +$5.88K +79 +1%
PP
93
Prudential plc
United Kingdom
$530K -$432K -5,800 -45%
SC
94
Savant Capital
Illinois
$511K +$502K +6,743 New
SA
95
Stewardship Advisors
Pennsylvania
$502K +$15.3K +205 +3%
Janney Montgomery Scott
96
Janney Montgomery Scott
Pennsylvania
$485K -$2.13M -28,671 -82%
MSFS
97
Main Street Financial Solutions
Pennsylvania
$482K
AWM
98
Ariadne Wealth Management
California
$476K -$10.7K -144 -2%
FIM
99
Freedom Investment Management
Connecticut
$469K -$342K -4,592 -43%
HTC
100
Haverford Trust Company
Pennsylvania
$459K