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iShares ESG Advanced MSCI EAFE ETF

242 hedge funds and large institutions have $596M invested in iShares ESG Advanced MSCI EAFE ETF in 2026 Q1 according to their latest regulatory filings, with 61 funds opening new positions, 94 increasing their positions, 37 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

663% more first-time investments, than exits

New positions opened: 61 | Existing positions closed: 8

154% more repeat investments, than reductions

Existing positions increased: 94 | Existing positions reduced: 37

46% more capital invested

Capital invested by funds: $408M → $596M (+$188M)

25% more funds holding

Funds holding: 194242 (+48)

10.7% more ownership

Funds ownership: 63.05%73.75% (+11%)

0% more funds holding in top 10

Funds holding in top 10: 55 (0)

Holders
242
Holders Change
+48
Holders Change %
+24.74%
% of All Funds
2.98%
Holding in Top 10
5
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.06%
New
61
Increased
94
Reduced
37
Closed
8
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SA
101
Skyline Advisors
Washington
$746K -$22.6K -289 -3%
Mariner
102
Mariner
Kansas
$741K +$273K +3,492 +55%
DWA
103
Davis Wealth Advisors
New Hampshire
$723K +$749K +9,582 New
JFG
104
JMG Financial Group
Illinois
$696K +$3.05K +39 +0.4%
EWM
105
Empirical Wealth Management
Washington
$691K
Morgan Stanley
106
Morgan Stanley
New York
$686K +$170K +2,169 +31%
LRIA
107
Leonard Rickey Investment Advisors
Washington
$621K +$1.25K +16 +0.2%
OL
108
Optas LLC
Texas
$611K +$268K +3,423 +73%
MCM
109
MAI Capital Management
Ohio
$605K +$4.07K +52 +0.7%
MPW
110
MA Private Wealth
California
$603K
KFAA
111
Klaas Financial Asset Advisors
Illinois
$590K -$2.95M -37,790 -83%
RA
112
RFG Advisory
Alabama
$577K +$373K +4,766 +165%
KAS
113
Kestra Advisory Services
Texas
$553K +$8.29K +106 +1%
SA
114
Stewardship Advisors
Pennsylvania
$537K +$10.4K +133 +2%
SC
115
Savant Capital
Illinois
$526K -$313 -4 -0.1%
ISFAN
116
Investor's Fiduciary Advisor Network
Washington
$519K +$538K +6,881 New
AFC
117
Avise Financial Cooperative
California
$508K -$1.41K -18 -0.3%
Betterment LLC
118
Betterment LLC
New York
$501K -$176K -2,254 -25%
WIA
119
World Investment Advisors
California
$482K +$500K +6,390 New
PAG
120
Private Advisor Group
New Jersey
$482K +$92.7K +1,186 +23%
GWP
121
Gateway Wealth Partners
Wisconsin
$467K +$484K +6,195 New
AWM
122
Ariadne Wealth Management
California
$465K -$7.82K -100 -2%
HTC
123
Haverford Trust Company
Pennsylvania
$457K
ACA
124
Aptus Capital Advisors
Alabama
$457K +$5.63K +72 +1%
GSWM
125
Golden State Wealth Management
California
$454K +$1.17K +15 +0.2%