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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 20 funds opening new positions, 54 increasing their positions, 102 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed

more funds holding in top 10

Funds holding in top 10:

less first-time investments, than exits

New positions opened: | Existing positions closed:

less funds holding

Funds holding:

less ownership

Funds ownership:

12% less capital invested

Capital invested by funds: $618M → $546M (-$71.8M)

47% less repeat investments, than reductions

Existing positions increased: 54 | Existing positions reduced: 102

Holders
210
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
Puts
Net Calls
Net Calls Change

Top Buyers

1 +$12.1M
2 +$6.35M
3 +$5.65M
4
SEI Investments
SEI Investments
Pennsylvania
+$2.22M
5
NA
NewEdge Advisors
Louisiana
+$2.17M

Top Sellers

1 -$56M
2 -$23.8M
3 -$7.85M
4
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
-$5.78M
5
PAS
Park Avenue Securities
New York
-$4.8M
Name Holding Trade Value Shares
Change
Change in
Stake
KAS
101
Kestra Advisory Services
Texas
$619K
Franklin Resources
102
Franklin Resources
California
$610K
AAS
103
Avantax Advisory Services
Texas
$593K
WCF
104
West Coast Financial
California
$581K
TC
105
TownSquare Capital
Utah
$564K
RIA
106
Regal Investment Advisors
Michigan
$563K
MPW
107
MA Private Wealth
California
$562K
OL
108
Optas LLC
Texas
$540K
SCA
109
Snowden Capital Advisors
New York
$530K
Raymond James Financial
110
Raymond James Financial
Florida
$524K
WIA
111
World Investment Advisors
California
$519K
AWM
112
Ariadne Wealth Management
California
$478K
GSWM
113
Golden State Wealth Management
California
$478K
PWM
114
Parkworth Wealth Management
California
$469K
MSFS
115
Main Street Financial Solutions
Pennsylvania
$457K
GS
116
GTS Securities
New York
$452K
SWP
117
Sagespring Wealth Partners
Tennessee
$448K
SA
118
Stewardship Advisors
Pennsylvania
$440K
MFG
119
Merit Financial Group
Georgia
$439K
ACA
120
Aptus Capital Advisors
Alabama
$419K
OWCM
121
One Wealth Capital Management
Arizona
$414K
CW
122
CreativeOne Wealth
Kansas
$406K
Morgan Stanley
123
Morgan Stanley
New York
$404K
KFSC
124
Keystone Financial Services (Colorado)
Colorado
$399K
MW
125
Maia Wealth
Colorado
$393K