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iShares ESG Advanced MSCI EAFE ETF

243 hedge funds and large institutions have $595M invested in iShares ESG Advanced MSCI EAFE ETF in 2026 Q1 according to their latest regulatory filings, with 62 funds opening new positions, 94 increasing their positions, 37 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
243
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
5
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
Puts
Net Calls
Net Calls Change

Top Buyers

1 +$85.4M
2 +$21.5M
3 +$16.6M
4
JP Morgan Chase
JP Morgan Chase
New York
+$11.6M
5
PAS
Park Avenue Securities
New York
+$8.39M

Top Sellers

1 -$17.3M
2 -$4.38M
3 -$2.95M
4
Bank of Montreal
Bank of Montreal
Ontario, Canada
-$2.45M
5
Corient Private Wealth
Corient Private Wealth
Florida
-$2.42M
Name Holding Trade Value Shares
Change
Change in
Stake
Lido Advisors
76
Lido Advisors
California
$1.21M
CFM
77
Cornerstone Financial Management
Massachusetts
$1.2M
UCFA
78
United Capital Financial Advisors
Texas
$1.19M
Bank of New York Mellon
79
Bank of New York Mellon
New York
$1.14M
PWM
80
Perigon Wealth Management
California
$1.14M
GS
81
GTS Securities
New York
$1.13M
EH
82
Equitable Holdings
New York
$1.11M
SHJ
83
Sharkey, Howes & Javer
Colorado
$1.1M
FFA
84
Farther Finance Advisors
California
$1.07M
Franklin Resources
85
Franklin Resources
California
$1.05M
SWP
86
Stratos Wealth Partners
Ohio
$1.03M
SWGC
87
Summit Wealth Group (Colorado)
Colorado
$1.02M
VWA
88
VERITY Wealth Advisors
United States
$1.01M
Lazard Asset Management
89
Lazard Asset Management
New York
$997K
Raymond James Financial
90
Raymond James Financial
Florida
$970K
MC
91
Moors & Cabot
Massachusetts
$969K
AIA
92
Ally Invest Advisors
North Carolina
$944K
DT
93
Diversified Trust
Tennessee
$926K
SWM
94
SigFig Wealth Management
California
$889K
BCI
95
Brinker Capital Investments
Pennsylvania
$879K
SPIA
96
Steward Partners Investment Advisory
New York
$873K
UFAC
97
Urban Financial Advisory Corp
Illinois
$800K
MFG
98
Magnus Financial Group
New York
$794K
MOS
99
MGO One Seven
Ohio
$758K
SA
100
Skyline Advisors
Washington
$746K