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iShares ESG Advanced MSCI EAFE ETF

188 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, 69 reducing their positions, and 45 closing their positions.

New
Increased
Maintained
Reduced
Closed

more funds holding in top 10

Funds holding in top 10:

less ownership

Funds ownership:

less funds holding

Funds holding:

less repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

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
188
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
OPWM
126
Oregon Pacific Wealth Management
Oregon
$280K
HI
127
Human Investing
Oregon
$277K
OSAM
128
O'Shaughnessy Asset Management
Connecticut
$275K
MWM
129
MBE Wealth Management
Wisconsin
$272K
LWA
130
Lifelong Wealth Advisors
Minnesota
$271K
NWMG
131
National Wealth Management Group
Ohio
$266K
PHWM
132
Pine Harbor Wealth Management
Maryland
$262K
SWA
133
SOA Wealth Advisors
New York
$259K
Mariner
134
Mariner
Kansas
$237K
WWG
135
West Wealth Group
California
$233K
VWM
136
Venturi Wealth Management
Texas
$231K
VA
137
Valmark Advisers
Ohio
$227K
QCM
138
Quantinno Capital Management
New York
$225K
SB
139
Strategic Blueprint
Georgia
$224K
PAS
140
Park Avenue Securities
New York
$219K
ZIM
141
Zacks Investment Management
Illinois
$209K
RWM
142
RKL Wealth Management
Pennsylvania
$208K
Thrivent Financial for Lutherans
143
Thrivent Financial for Lutherans
Minnesota
$207K
AA
144
Aufman Associates
Pennsylvania
$207K
NP
145
NorthRock Partners
Minnesota
$204K
SPAS
146
Spectrum Planning & Advisory Services
California
$203K
AA
147
Aire Advisors
California
$203K
PWA
148
Physician Wealth Advisors
Utah
$198K
GM
149
GeoWealth Management
Illinois
$195K
BFO
150
Biltmore Family Office
North Carolina
$189K