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iShares ESG Advanced MSCI EAFE ETF

222 hedge funds and large institutions have $581M invested in iShares ESG Advanced MSCI EAFE ETF in 2025 Q2 according to their latest regulatory filings, with 33 funds opening new positions, 64 increasing their positions, 98 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

more funds holding in top 10

Funds holding in top 10:

more capital invested

Capital invested by funds: $ → $

more funds holding

Funds holding:

2.78% less ownership

Funds ownership: 73.07%70.29% (-2.8%)

35% less repeat investments, than reductions

Existing positions increased: 64 | Existing positions reduced: 98

Holders
222
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
CW
126
CreativeOne Wealth
Kansas
$437K
PDL
127
Portfolio Design Labs
California
$422K
KFSC
128
Keystone Financial Services (Colorado)
Colorado
$415K
CPBTD
129
Central Pacific Bank - Trust Division
Hawaii
$390K
PFA
130
Pathway Financial Advisors
Vermont
$385K
PAG
131
Private Advisor Group
New Jersey
$374K
CA
132
CoreCap Advisors
Michigan
$359K
SFMG
133
Sage Financial Management Group
Virginia
$358K
Wealth Enhancement Advisory Services
134
Wealth Enhancement Advisory Services
Minnesota
$356K
MCM
135
MAI Capital Management
Ohio
$354K
MWM
136
MBE Wealth Management
Wisconsin
$342K
WFS
137
WealthGarden F.S.
California
$338K
LIA
138
LifePlan Investment Advisors
North Carolina
$336K
CWM
139
Connecticut Wealth Management
Connecticut
$301K
EWA
140
EverSource Wealth Advisors
Alabama
$298K
SAI
141
Savvy Advisors Inc
New York
$293K
CC
142
Copperleaf Capital
North Carolina
$293K
AA
143
Armis Advisers
Georgia
$289K
HI
144
Humankind Investments
New York
$289K
EL
145
EQ LLC
Washington
$288K
CAPTRUST Financial Advisors
146
CAPTRUST Financial Advisors
North Carolina
$287K
FHA
147
First Horizon Advisors
Tennessee
$280K
AI
148
Atria Investments
North Carolina
$277K
OPWM
149
Oregon Pacific Wealth Management
Oregon
$275K
OSAM
150
O'Shaughnessy Asset Management
Connecticut
$271K