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iShares ESG Advanced MSCI EAFE ETF

184 hedge funds and large institutions have $393M invested in iShares ESG Advanced MSCI EAFE ETF in 2025 Q3 according to their latest regulatory filings, with 18 funds opening new positions, 52 increasing their positions, 67 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:

32% less capital invested

Capital invested by funds: $581M → $393M (-$188M)

60% less first-time investments, than exits

New positions opened: 18 | Existing positions closed: 45

Holders
184
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
ACA
101
Aptus Capital Advisors
Alabama
$448K
SPIA
102
Steward Partners Investment Advisory
New York
$433K
KFSC
103
Keystone Financial Services (Colorado)
Colorado
$428K
PFA
104
Pathway Financial Advisors
Vermont
$423K
KPWS
105
Kestra Private Wealth Services
Texas
$423K
CPBTD
106
Central Pacific Bank - Trust Division
Hawaii
$397K
PAG
107
Private Advisor Group
New Jersey
$384K
RFP
108
RCS Financial Planning
Maryland
$370K
Wealth Enhancement Advisory Services
109
Wealth Enhancement Advisory Services
Minnesota
$366K
SFMG
110
Sage Financial Management Group
Virginia
$364K
OL
111
Optas LLC
Texas
$356K
CA
112
CoreCap Advisors
Michigan
$343K
HI
113
Humankind Investments
New York
$319K
AG
114
Ascent Group
Virginia
$317K
MMA
115
Miracle Mile Advisors
California
$308K
CWM
116
Connecticut Wealth Management
Connecticut
$306K
CAPTRUST Financial Advisors
117
CAPTRUST Financial Advisors
North Carolina
$302K
SAI
118
Savvy Advisors Inc
New York
$299K
EL
119
EQ LLC
Washington
$293K
PDL
120
Portfolio Design Labs
California
$285K
FHA
121
Flagship Harbor Advisors
Massachusetts
$284K
CW
122
CreativeOne Wealth
Kansas
$283K
AM
123
AGF Management
Ontario, Canada
$280K
OPWM
124
Oregon Pacific Wealth Management
Oregon
$280K
HI
125
Human Investing
Oregon
$277K