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iShares ESG Advanced MSCI EAFE ETF

210 hedge funds and large institutions have $546M invested in iShares ESG Advanced MSCI EAFE ETF in 2025 Q1 according to their latest regulatory filings, with 20 funds opening new positions, 54 increasing their positions, 102 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed

more funds holding in top 10

Funds holding in top 10:

less first-time investments, than exits

New positions opened: | Existing positions closed:

less funds holding

Funds holding:

less ownership

Funds ownership:

12% less capital invested

Capital invested by funds: $618M → $546M (-$71.8M)

47% less repeat investments, than reductions

Existing positions increased: 54 | Existing positions reduced: 102

Holders
210
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
3
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 +$12.1M
2 +$6.35M
3 +$5.65M
4
SEI Investments
SEI Investments
Pennsylvania
+$2.22M
5
NA
NewEdge Advisors
Louisiana
+$2.17M

Top Sellers

1 -$56M
2 -$23.8M
3 -$7.85M
4
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
-$5.78M
5
PAS
Park Avenue Securities
New York
-$4.8M
Name Holding Trade Value Shares
Change
Change in
Stake
EL
126
EQ LLC
Washington
$392K
DAS
127
Diversify Advisory Services
Utah
$382K
MPW
128
Monterey Private Wealth
California
$364K
PFA
129
Pathway Financial Advisors
Vermont
$363K
PAG
130
Private Advisor Group
New Jersey
$362K
LIA
131
LifePlan Investment Advisors
North Carolina
$349K
FA
132
Financial Advisors
Massachusetts
$342K
WFS
133
WealthGarden F.S.
California
$337K
MWM
134
MBE Wealth Management
Wisconsin
$337K
AAP
135
Arax Advisory Partners
Colorado
$337K
CA
136
CoreCap Advisors
Michigan
$337K
SFMG
137
Sage Financial Management Group
Virginia
$328K
MCM
138
MAI Capital Management
Ohio
$296K
SAI
139
Savvy Advisors Inc
New York
$291K
Carson Wealth (CWM LLC)
140
Carson Wealth (CWM LLC)
Nebraska
$287K
EWA
141
EverSource Wealth Advisors
Alabama
$278K
SPAS
142
Spectrum Planning & Advisory Services
California
$274K
AI
143
Atria Investments
North Carolina
$273K
CC
144
Copperleaf Capital
North Carolina
$269K
SB
145
Strategic Blueprint
Georgia
$267K
AA
146
Armis Advisers
Georgia
$266K
CAPTRUST Financial Advisors
147
CAPTRUST Financial Advisors
North Carolina
$259K
OPWM
148
Oregon Pacific Wealth Management
Oregon
$250K
TWP
149
Tempus Wealth Planning
California
$248K
OSAM
150
O'Shaughnessy Asset Management
Connecticut
$245K