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iShares ESG Advanced MSCI EAFE ETF

190 hedge funds and large institutions have $407M invested in iShares ESG Advanced MSCI EAFE ETF in 2025 Q3 according to their latest regulatory filings, with 19 funds opening new positions, 52 increasing their positions, 71 reducing their positions, and 45 closing their positions.

New
Increased
Maintained
Reduced
Closed

0% more funds holding in top 10

Funds holding in top 10: 44 (0)

12.72% less ownership

Funds ownership: 70.49%57.77% (-13%)

15% less funds holding

Funds holding: 224190 (-34)

27% less repeat investments, than reductions

Existing positions increased: 52 | Existing positions reduced: 71

30% less capital invested

Capital invested by funds: $582M → $407M (-$175M)

58% less first-time investments, than exits

New positions opened: 19 | Existing positions closed: 45

Holders
190
Holders Change
-34
Holders Change %
-15.18%
% of All Funds
2.49%
Holding in Top 10
4
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.05%
New
19
Increased
52
Reduced
71
Closed
45
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
GSWM
101
Golden State Wealth Management
California
$451K -$59.7K -802 -12%
TSS
102
Two Sigma Securities
New York
$451K +$443K +5,956 New
ACA
103
Aptus Capital Advisors
Alabama
$448K -$25.5K -342 -5%
SPIA
104
Steward Partners Investment Advisory
New York
$433K -$894K -12,002 -68%
KFSC
105
Keystone Financial Services (Colorado)
Colorado
$428K +$5.51K +74 +1%
PFA
106
Pathway Financial Advisors
Vermont
$423K +$30.3K +407 +8%
KPWS
107
Kestra Private Wealth Services
Texas
$423K +$416K +5,582 New
CPBTD
108
Central Pacific Bank - Trust Division
Hawaii
$397K
PAG
109
Private Advisor Group
New Jersey
$384K +$2.98K +40 +0.8%
RFP
110
RCS Financial Planning
Maryland
$370K +$364K +4,886 New
Wealth Enhancement Advisory Services
111
Wealth Enhancement Advisory Services
Minnesota
$366K -$893 -12 -0.3%
SFMG
112
Sage Financial Management Group
Virginia
$364K
OL
113
Optas LLC
Texas
$356K -$253K -3,400 -42%
CA
114
CoreCap Advisors
Michigan
$343K -$21.8K -293 -6%
HI
115
Humankind Investments
New York
$319K +$24.2K +325 +8%
AG
116
Ascent Group
Virginia
$317K -$305K -4,096 -49%
MMA
117
Miracle Mile Advisors
California
$308K -$1.17M -15,717 -79%
CWM
118
Connecticut Wealth Management
Connecticut
$306K
CAPTRUST Financial Advisors
119
CAPTRUST Financial Advisors
North Carolina
$302K +$10.6K +142 +4%
SAI
120
Savvy Advisors Inc
New York
$299K +$521 +7 +0.2%
EL
121
EQ LLC
Washington
$293K
PDL
122
Portfolio Design Labs
California
$285K -$142K -1,907 -34%
FHA
123
Flagship Harbor Advisors
Massachusetts
$284K +$13.3K +179 +5%
CW
124
CreativeOne Wealth
Kansas
$283K -$159K -2,131 -36%
AM
125
AGF Management
Ontario, Canada
$280K +$7.45K +100 +3%