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iShares ESG Advanced MSCI EAFE ETF

223 hedge funds and large institutions have $582M invested in iShares ESG Advanced MSCI EAFE ETF in 2025 Q2 according to their latest regulatory filings, with 33 funds opening new positions, 64 increasing their positions, 99 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

more funds holding in top 10

Funds holding in top 10:

more capital invested

Capital invested by funds: $ → $

more funds holding

Funds holding:

2.79% less ownership

Funds ownership: 73.27%70.48% (-2.8%)

35% less repeat investments, than reductions

Existing positions increased: 64 | Existing positions reduced: 99

Holders
223
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
EWM
101
Empirical Wealth Management
Washington
$681K
RA
102
RFG Advisory
Alabama
$676K
Franklin Resources
103
Franklin Resources
California
$675K
F8IS
104
Figure 8 Investment Strategies
Idaho
$656K
AC
105
Arjuna Capital
North Carolina
$651K
Cerity Partners
106
Cerity Partners
New York
$642K
KAS
107
Kestra Advisory Services
Texas
$642K
MPW
108
MA Private Wealth
California
$621K
AG
109
Ascent Group
Virginia
$617K
OL
110
Optas LLC
Texas
$603K
Raymond James Financial
111
Raymond James Financial
Florida
$586K
RIA
112
Regal Investment Advisors
Michigan
$583K
SCA
113
Snowden Capital Advisors
New York
$577K
WIA
114
World Investment Advisors
California
$563K
HHGA
115
Halbert Hargrove Global Advisors
California
$536K
PWM
116
Parkworth Wealth Management
California
$524K
SWP
117
Sagespring Wealth Partners
Tennessee
$509K
GSWM
118
Golden State Wealth Management
California
$503K
SA
119
Stewardship Advisors
Pennsylvania
$478K
AWM
120
Ariadne Wealth Management
California
$477K
Morgan Stanley
121
Morgan Stanley
New York
$475K
MSFS
122
Main Street Financial Solutions
Pennsylvania
$473K
ACA
123
Aptus Capital Advisors
Alabama
$465K
HTC
124
Haverford Trust Company
Pennsylvania
$451K
OWCM
125
One Wealth Capital Management
Arizona
$449K