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iShares ESG Advanced MSCI EAFE ETF

222 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 33 funds opening new positions, 65 increasing their positions, 97 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

more funds holding

Funds holding:

more capital invested

Capital invested by funds: $ → $

more funds holding in top 10

Funds holding in top 10:

3.44% less ownership

Funds ownership: 73.07%69.63% (-3.4%)

33% less repeat investments, than reductions

Existing positions increased: 65 | Existing positions reduced: 97

Holders
222
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
Name Holding Trade Value Shares
Change
Change in
Stake
Franklin Resources
101
Franklin Resources
California
$675K
F8IS
102
Figure 8 Investment Strategies
Idaho
$656K
AC
103
Arjuna Capital
North Carolina
$651K
Cerity Partners
104
Cerity Partners
New York
$642K
KAS
105
Kestra Advisory Services
Texas
$642K
MPW
106
MA Private Wealth
California
$621K
AG
107
Ascent Group
Virginia
$617K
OL
108
Optas LLC
Texas
$603K
Raymond James Financial
109
Raymond James Financial
Florida
$586K
RIA
110
Regal Investment Advisors
Michigan
$583K
SCA
111
Snowden Capital Advisors
New York
$577K
WIA
112
World Investment Advisors
California
$563K
HHGA
113
Halbert Hargrove Global Advisors
California
$536K
PWM
114
Parkworth Wealth Management
California
$524K
SWP
115
Sagespring Wealth Partners
Tennessee
$509K
GSWM
116
Golden State Wealth Management
California
$503K
SA
117
Stewardship Advisors
Pennsylvania
$478K
AWM
118
Ariadne Wealth Management
California
$477K
Morgan Stanley
119
Morgan Stanley
New York
$475K
MSFS
120
Main Street Financial Solutions
Pennsylvania
$473K
ACA
121
Aptus Capital Advisors
Alabama
$465K
HTC
122
Haverford Trust Company
Pennsylvania
$451K
OWCM
123
One Wealth Capital Management
Arizona
$449K
MW
124
Maia Wealth
Colorado
$441K
CW
125
CreativeOne Wealth
Kansas
$437K