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iShares ESG Advanced MSCI EAFE ETF

210 hedge funds and large institutions have $546M invested in iShares ESG Advanced MSCI EAFE ETF in 2025 Q1 according to their latest regulatory filings, with 21 funds opening new positions, 54 increasing their positions, 101 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
210
Holders Change
-8
Holders Change %
-3.67%
% of All Funds
2.85%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.04%
New
21
Increased
54
Reduced
101
Closed
22
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
KAS
101
Kestra Advisory Services
Texas
$619K -$75.4K -1,119 -11%
Franklin Resources
102
Franklin Resources
California
$610K
AAS
103
Avantax Advisory Services
Texas
$593K -$149K -2,211 -20%
WCF
104
West Coast Financial
California
$581K
TC
105
TownSquare Capital
Utah
$564K -$354K -5,251 -39%
RIA
106
Regal Investment Advisors
Michigan
$563K -$246K -3,658 -30%
MPW
107
MA Private Wealth
California
$562K
OL
108
Optas LLC
Texas
$540K +$13.5K +200 +3%
SCA
109
Snowden Capital Advisors
New York
$530K -$244K -3,623 -32%
Raymond James Financial
110
Raymond James Financial
Florida
$524K -$62.3K -925 -11%
WIA
111
World Investment Advisors
California
$519K -$176K -2,608 -25%
AWM
112
Ariadne Wealth Management
California
$478K +$263K +3,683 +122%
GSWM
113
Golden State Wealth Management
California
$478K +$15.4K +229 +3%
PWM
114
Parkworth Wealth Management
California
$469K
MSFS
115
Main Street Financial Solutions
Pennsylvania
$457K +$6.2K +92 +1%
GS
116
GTS Securities
New York
$452K +$452K +6,710 New
SWP
117
Sagespring Wealth Partners
Tennessee
$448K -$275K -4,082 -38%
SA
118
Stewardship Advisors
Pennsylvania
$440K +$58.6K +870 +15%
MFG
119
Merit Financial Group
Georgia
$439K +$439K +6,517 New
ACA
120
Aptus Capital Advisors
Alabama
$419K -$10.6K -157 -2%
OWCM
121
One Wealth Capital Management
Arizona
$414K -$182K -2,708 -31%
CW
122
CreativeOne Wealth
Kansas
$406K +$11.4K +170 +3%
Morgan Stanley
123
Morgan Stanley
New York
$404K -$2.49K -37 -0.6%
KFSC
124
Keystone Financial Services (Colorado)
Colorado
$399K -$152K -2,258 -28%
MW
125
Maia Wealth
Colorado
$393K -$156K -2,360 -28%