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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 21 funds opening new positions, 54 increasing their positions, 101 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
210
Holders Change
-8
Holders Change %
-3.67%
% of All Funds
2.85%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.04%
New
21
Increased
54
Reduced
101
Closed
22
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
EL
126
EQ LLC
Washington
$392K +$47.3K +703 +14%
DAS
127
Diversify Advisory Services
Utah
$382K -$187K -2,681 -33%
MPW
128
Monterey Private Wealth
California
$364K
PFA
129
Pathway Financial Advisors
Vermont
$363K
PAG
130
Private Advisor Group
New Jersey
$362K +$12.5K +185 +4%
LIA
131
LifePlan Investment Advisors
North Carolina
$349K -$69K -1,024 -16%
FA
132
Financial Advisors
Massachusetts
$342K
WFS
133
WealthGarden F.S.
California
$337K -$96.4K -1,432 -22%
MWM
134
MBE Wealth Management
Wisconsin
$337K +$337K +5,005 New
AAP
135
Arax Advisory Partners
Colorado
$337K +$168K +2,502 +100%
CA
136
CoreCap Advisors
Michigan
$337K +$39.3K +584 +13%
SFMG
137
Sage Financial Management Group
Virginia
$328K +$328K +4,872 New
MCM
138
MAI Capital Management
Ohio
$296K +$4.85K +72 +2%
SAI
139
Savvy Advisors Inc
New York
$291K -$26.7K -396 -8%
Carson Wealth (CWM LLC)
140
Carson Wealth (CWM LLC)
Nebraska
$287K -$12K -178 -4%
EWA
141
EverSource Wealth Advisors
Alabama
$278K -$282K -4,181 -50%
SPAS
142
Spectrum Planning & Advisory Services
California
$274K +$23.2K +345 +9%
AI
143
Atria Investments
North Carolina
$273K -$75.6K -1,123 -22%
CC
144
Copperleaf Capital
North Carolina
$269K -$136K -2,013 -34%
SB
145
Strategic Blueprint
Georgia
$267K -$146K -2,167 -35%
AA
146
Armis Advisers
Georgia
$266K -$17.4K -258 -6%
CAPTRUST Financial Advisors
147
CAPTRUST Financial Advisors
North Carolina
$259K -$3.37K -50 -1%
OPWM
148
Oregon Pacific Wealth Management
Oregon
$250K -$193K -2,865 -44%
TWP
149
Tempus Wealth Planning
California
$248K +$25.9K +384 +12%
OSAM
150
O'Shaughnessy Asset Management
Connecticut
$245K