DMXF icon

iShares ESG Advanced MSCI EAFE ETF

188 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, 69 reducing their positions, and 45 closing their positions.

New
Increased
Maintained
Reduced
Closed

more funds holding in top 10

Funds holding in top 10:

less ownership

Funds ownership:

less funds holding

Funds holding:

less repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

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
188
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
4
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
GSWM
101
Golden State Wealth Management
California
$451K
TSS
102
Two Sigma Securities
New York
$451K
ACA
103
Aptus Capital Advisors
Alabama
$448K
SPIA
104
Steward Partners Investment Advisory
New York
$433K
KFSC
105
Keystone Financial Services (Colorado)
Colorado
$428K
PFA
106
Pathway Financial Advisors
Vermont
$423K
KPWS
107
Kestra Private Wealth Services
Texas
$423K
CPBTD
108
Central Pacific Bank - Trust Division
Hawaii
$397K
PAG
109
Private Advisor Group
New Jersey
$384K
RFP
110
RCS Financial Planning
Maryland
$370K
Wealth Enhancement Advisory Services
111
Wealth Enhancement Advisory Services
Minnesota
$366K
SFMG
112
Sage Financial Management Group
Virginia
$364K
OL
113
Optas LLC
Texas
$356K
CA
114
CoreCap Advisors
Michigan
$343K
HI
115
Humankind Investments
New York
$319K
AG
116
Ascent Group
Virginia
$317K
MMA
117
Miracle Mile Advisors
California
$308K
CWM
118
Connecticut Wealth Management
Connecticut
$306K
CAPTRUST Financial Advisors
119
CAPTRUST Financial Advisors
North Carolina
$302K
SAI
120
Savvy Advisors Inc
New York
$299K
EL
121
EQ LLC
Washington
$293K
PDL
122
Portfolio Design Labs
California
$285K
FHA
123
Flagship Harbor Advisors
Massachusetts
$284K
CW
124
CreativeOne Wealth
Kansas
$283K
AM
125
AGF Management
Ontario, Canada
$280K