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iShares ESG Advanced MSCI EAFE ETF
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Overview Fund Activity

221 hedge funds and large institutions have $575M invested in iShares ESG Advanced MSCI EAFE ETF in 2025 Q2 according to their latest regulatory filings, with 32 funds opening new positions, 65 increasing their positions, 97 reducing their positions, and 14 closing their positions.

Holders
221
Holders Change
+11
Holders Change %
+5.24%
% of All Funds
2.97%
Holding in Top 10
3
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.04%
New
32
Increased
65
Reduced
97
Closed
14
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
B
1
Bailard
California
$5.27M
2
LPL Financial
2
LPL Financial
California
$25.6M
3
Carson Wealth (CWM LLC)
3
Carson Wealth (CWM LLC)
Nebraska
$2.78M
4
RWP
4
RWA Wealth Partners
Massachusetts
$9.62M
5
DRP
5
Decker Retirement Planning
Utah
$2.23M

Top Sellers

1
PAS
1
Park Avenue Securities
New York
$0
2
Citadel Advisors
2
Citadel Advisors
Florida
$0
3
FTUS
3
Flow Traders U.S.
New York
$8.07M
4
Thrivent Financial for Lutherans
4
Thrivent Financial for Lutherans
Minnesota
$1.87M
5
BlackRock
5
BlackRock
New York
$63M
Name Market Value Shares Shares
Change 		Shares
Change %
Franklin Resources
101
Franklin Resources
California
$675K 9,063 – –
F8IS
102
Figure 8 Investment Strategies
Idaho
$656K 8,809 +8,809 New
AC
103
Arjuna Capital
North Carolina
$651K 8,740 +8,740 New
Cerity Partners
104
Cerity Partners
New York
$642K 8,622 +8,622 New
KAS
105
Kestra Advisory Services
Texas
$642K 8,618 -567 -6%
MPW
106
MA Private Wealth
California
$621K 8,340 – –
AG
107
Ascent Group
Virginia
$617K 8,286 +8,286 New
OL
108
Optas LLC
Texas
$603K 8,097 +81 +1%
Raymond James Financial
109
Raymond James Financial
Florida
$586K 7,875 +96 +1%
RIA
110
Regal Investment Advisors
Michigan
$583K 7,832 -524 -6%
SCA
111
Snowden Capital Advisors
New York
$577K 7,747 -117 -1%
WIA
112
World Investment Advisors
California
$563K 7,560 -147 -2%
HHGA
113
Halbert Hargrove Global Advisors
California
$536K 7,205 -10,268 -59%
PWM
114
Parkworth Wealth Management
California
$524K 7,033 +70 +1%
SWP
115
Sagespring Wealth Partners
Tennessee
$509K 6,841 +195 +3%
GSWM
116
Golden State Wealth Management
California
$503K 6,762 -339 -5%
SA
117
Stewardship Advisors
Pennsylvania
$478K 6,423 -117 -2%
AWM
118
Ariadne Wealth Management
California
$477K 6,356 -346 -5%
Morgan Stanley
119
Morgan Stanley
New York
$475K 6,387 +394 +7%
MSFS
120
Main Street Financial Solutions
Pennsylvania
$473K 6,358 -434 -6%
ACA
121
Aptus Capital Advisors
Alabama
$465K 6,251 +34 +0.5%
HTC
122
Haverford Trust Company
Pennsylvania
$451K 6,054 +6,054 New
OWCM
123
One Wealth Capital Management
Arizona
$449K 6,033 -122 -2%
MW
124
Maia Wealth
Colorado
$441K 5,925 -15 -0.3%
CW
125
CreativeOne Wealth
Kansas
$437K 5,865 -157 -3%
3 4
5
6 7