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iShares ESG Advanced MSCI EAFE ETF

194 hedge funds and large institutions have $408M invested in iShares ESG Advanced MSCI EAFE ETF in 2025 Q4 according to their latest regulatory filings, with 24 funds opening new positions, 87 increasing their positions, 51 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed

71% more repeat investments, than reductions

Existing positions increased: 87 | Existing positions reduced: 51

26% more first-time investments, than exits

New positions opened: 24 | Existing positions closed: 19

25% more funds holding in top 10

Funds holding in top 10: 45 (+1)

5.28% more ownership

Funds ownership: 57.77%63.05% (+5.3%)

2% more funds holding

Funds holding: 190194 (+4)

0% more capital invested

Capital invested by funds: $407M → $408M (+$779K)

Holders
194
Holders Change
+4
Holders Change %
+2.11%
% of All Funds
2.36%
Holding in Top 10
5
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+25%
% of All Funds
0.06%
New
24
Increased
87
Reduced
51
Closed
19
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
GSWM
101
Golden State Wealth Management
California
$451K +$3.2K +42 +0.7%
ACA
102
Aptus Capital Advisors
Alabama
$449K +$5.34K +70 +1%
CPBTD
103
Central Pacific Bank - Trust Division
Hawaii
$440K +$46.8K +614 +12%
FIT
104
Financially in Tune
Massachusetts
$433K +$439K +5,760 New
KPWS
105
Kestra Private Wealth Services
Texas
$429K +$9.91K +130 +2%
PP
106
Prudential plc
United Kingdom
$428K -$99.2K -1,300 -19%
IWC
107
Integrated Wealth Concepts
Massachusetts
$411K -$1.37M -18,010 -77%
AAS
108
Ameritas Advisory Services
Nebraska
$405K +$411K +5,395 New
PAG
109
Private Advisor Group
New Jersey
$391K +$10.3K +135 +3%
SFMG
110
Sage Financial Management Group
Virginia
$363K +$1.98K +26 +0.5%
CA
111
CoreCap Advisors
Michigan
$354K +$13.7K +180 +4%
OL
112
Optas LLC
Texas
$351K -$1.98K -26 -0.6%
MSFS
113
Main Street Financial Solutions
Pennsylvania
$344K -$136K -1,777 -28%
SPIA
114
Steward Partners Investment Advisory
New York
$340K -$91.1K -1,195 -21%
CWM
115
Connecticut Wealth Management
Connecticut
$333K +$29.7K +389 +10%
AM
116
AGF Management
Ontario, Canada
$323K +$45.8K +600 +16%
HI
117
Humankind Investments
New York
$323K +$6.79K +89 +2%
AG
118
Ascent Group
Virginia
$311K -$3.58K -47 -1%
MMA
119
Miracle Mile Advisors
California
$309K +$2.75K +36 +0.9%
SAI
120
Savvy Advisors Inc
New York
$304K +$7.78K +102 +3%
FHA
121
Flagship Harbor Advisors
Massachusetts
$298K +$16.3K +214 +6%
MPWS
122
McCarter Private Wealth Services
Massachusetts
$284K +$288K +3,776 New
PDL
123
Portfolio Design Labs
California
$283K
CW
124
CreativeOne Wealth
Kansas
$282K +$1.14K +15 +0.4%
OSAM
125
O'Shaughnessy Asset Management
Connecticut
$273K