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iShares ESG Advanced MSCI EAFE ETF

184 hedge funds and large institutions have $393M invested in iShares ESG Advanced MSCI EAFE ETF in 2025 Q3 according to their latest regulatory filings, with 18 funds opening new positions, 52 increasing their positions, 67 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:

32% less capital invested

Capital invested by funds: $581M → $393M (-$188M)

60% less first-time investments, than exits

New positions opened: 18 | Existing positions closed: 45

Holders
184
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
OSAM
126
O'Shaughnessy Asset Management
Connecticut
$275K
MWM
127
MBE Wealth Management
Wisconsin
$272K
LWA
128
Lifelong Wealth Advisors
Minnesota
$271K
NWMG
129
National Wealth Management Group
Ohio
$266K
PHWM
130
Pine Harbor Wealth Management
Maryland
$262K
SWA
131
SOA Wealth Advisors
New York
$259K
Mariner
132
Mariner
Kansas
$237K
WWG
133
West Wealth Group
California
$233K
VWM
134
Venturi Wealth Management
Texas
$231K
VA
135
Valmark Advisers
Ohio
$227K
QCM
136
Quantinno Capital Management
New York
$225K
SB
137
Strategic Blueprint
Georgia
$224K
PAS
138
Park Avenue Securities
New York
$219K
ZIM
139
Zacks Investment Management
Illinois
$209K
RWM
140
RKL Wealth Management
Pennsylvania
$208K
Thrivent Financial for Lutherans
141
Thrivent Financial for Lutherans
Minnesota
$207K
AA
142
Aufman Associates
Pennsylvania
$207K
NP
143
NorthRock Partners
Minnesota
$204K
SPAS
144
Spectrum Planning & Advisory Services
California
$203K
AA
145
Aire Advisors
California
$203K
PWA
146
Physician Wealth Advisors
Utah
$198K
GM
147
GeoWealth Management
Illinois
$195K
BFO
148
Biltmore Family Office
North Carolina
$189K
KFP
149
Keener Financial Planning
Texas
$182K
MIA
150
Milestone Investment Advisors
Wisconsin
$178K