DMXF icon

iShares ESG Advanced MSCI EAFE ETF

243 hedge funds and large institutions have $595M invested in iShares ESG Advanced MSCI EAFE ETF in 2026 Q1 according to their latest regulatory filings, with 62 funds opening new positions, 94 increasing their positions, 37 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
243
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
5
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 +$85.4M
2 +$21.5M
3 +$16.6M
4
JP Morgan Chase
JP Morgan Chase
New York
+$11.6M
5
PAS
Park Avenue Securities
New York
+$8.39M

Top Sellers

1 -$17.3M
2 -$4.38M
3 -$2.95M
4
Bank of Montreal
Bank of Montreal
Ontario, Canada
-$2.45M
5
Corient Private Wealth
Corient Private Wealth
Florida
-$2.42M
Name Holding Trade Value Shares
Change
Change in
Stake
Mariner
101
Mariner
Kansas
$741K
DWA
102
Davis Wealth Advisors
New Hampshire
$723K
JFG
103
JMG Financial Group
Illinois
$696K
EWM
104
Empirical Wealth Management
Washington
$691K
Morgan Stanley
105
Morgan Stanley
New York
$686K
LRIA
106
Leonard Rickey Investment Advisors
Washington
$621K
OL
107
Optas LLC
Texas
$611K
MCM
108
MAI Capital Management
Ohio
$605K
MPW
109
MA Private Wealth
California
$603K
KFAA
110
Klaas Financial Asset Advisors
Illinois
$590K
RA
111
RFG Advisory
Alabama
$577K
KAS
112
Kestra Advisory Services
Texas
$553K
SA
113
Stewardship Advisors
Pennsylvania
$537K
SC
114
Savant Capital
Illinois
$526K
ISFAN
115
Investor's Fiduciary Advisor Network
Washington
$519K
AFC
116
Avise Financial Cooperative
California
$508K
Betterment LLC
117
Betterment LLC
New York
$501K
WIA
118
World Investment Advisors
California
$482K
PAG
119
Private Advisor Group
New Jersey
$482K
GWP
120
Gateway Wealth Partners
Wisconsin
$467K
AWM
121
Ariadne Wealth Management
California
$465K
HTC
122
Haverford Trust Company
Pennsylvania
$457K
ACA
123
Aptus Capital Advisors
Alabama
$457K
GSWM
124
Golden State Wealth Management
California
$454K
PFA
125
Pathway Financial Advisors
Vermont
$451K