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iShares ESG Advanced MSCI EAFE ETF

194 hedge funds and large institutions have $408M invested in iShares ESG Advanced MSCI EAFE ETF in 2025 Q4 according to their latest regulatory filings, with 24 funds opening new positions, 87 increasing their positions, 51 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed

71% more repeat investments, than reductions

Existing positions increased: 87 | Existing positions reduced: 51

26% more first-time investments, than exits

New positions opened: 24 | Existing positions closed: 19

25% more funds holding in top 10

Funds holding in top 10: 45 (+1)

5.28% more ownership

Funds ownership: 57.77%63.05% (+5.3%)

2% more funds holding

Funds holding: 190194 (+4)

0% more capital invested

Capital invested by funds: $407M → $408M (+$779K)

Holders
194
Holders Change
+4
Holders Change %
+2.11%
% of All Funds
2.36%
Holding in Top 10
5
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+25%
% of All Funds
0.06%
New
24
Increased
87
Reduced
51
Closed
19
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
MFG
76
Magnus Financial Group
New York
$803K +$21.3K +279 +3%
UFAC
77
Urban Financial Advisory Corp
Illinois
$797K +$26.2K +343 +3%
SA
78
Skyline Advisors
Washington
$765K -$82.5K -1,081 -10%
JFG
79
JMG Financial Group
Illinois
$691K -$3.51K -46 -0.5%
EWM
80
Empirical Wealth Management
Washington
$688K
Franklin Resources
81
Franklin Resources
California
$681K
Betterment LLC
82
Betterment LLC
New York
$668K -$27.5K -360 -4%
Cambridge Investment Research Advisors
83
Cambridge Investment Research Advisors
Iowa
$661K -$129K -1,687 -16%
Cerity Partners
84
Cerity Partners
New York
$648K
LRIA
85
Leonard Rickey Investment Advisors
Washington
$618K -$114K -1,491 -15%
MPW
86
MA Private Wealth
California
$601K +$2.75K +36 +0.5%
MCM
87
MAI Capital Management
Ohio
$599K +$18.4K +241 +3%
SA
88
Sanctuary Advisors
Indiana
$572K +$8.47K +111 +1%
HHGA
89
Halbert Hargrove Global Advisors
California
$571K +$23.5K +308 +4%
KAS
90
Kestra Advisory Services
Texas
$543K -$6.33K -83 -1%
SA
91
Stewardship Advisors
Pennsylvania
$525K +$26.8K +352 +5%
SC
92
Savant Capital
Illinois
$524K +$17.2K +226 +3%
Morgan Stanley
93
Morgan Stanley
New York
$520K -$6.37M -83,516 -92%
AWM
94
Ariadne Wealth Management
California
$508K +$3.58K +47 +0.8%
AFC
95
Avise Financial Cooperative
California
$507K +$515K +6,750 New
Janney Montgomery Scott
96
Janney Montgomery Scott
Pennsylvania
$481K -$153 -2 -0%
Raymond James Financial
97
Raymond James Financial
Florida
$478K -$238K -3,116 -33%
Mariner
98
Mariner
Kansas
$476K +$244K +3,199 +102%
PFA
99
Pathway Financial Advisors
Vermont
$460K +$26.8K +351 +6%
HTC
100
Haverford Trust Company
Pennsylvania
$455K