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iShares ESG Advanced MSCI EAFE ETF

223 hedge funds and large institutions have $582M 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, 99 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:

2.79% less ownership

Funds ownership: 73.27%70.48% (-2.8%)

35% less repeat investments, than reductions

Existing positions increased: 64 | Existing positions reduced: 99

Holders
223
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
MW
126
Maia Wealth
Colorado
$441K
CW
127
CreativeOne Wealth
Kansas
$437K
PDL
128
Portfolio Design Labs
California
$422K
KFSC
129
Keystone Financial Services (Colorado)
Colorado
$415K
CPBTD
130
Central Pacific Bank - Trust Division
Hawaii
$390K
PFA
131
Pathway Financial Advisors
Vermont
$385K
PAG
132
Private Advisor Group
New Jersey
$374K
CA
133
CoreCap Advisors
Michigan
$359K
SFMG
134
Sage Financial Management Group
Virginia
$358K
Wealth Enhancement Advisory Services
135
Wealth Enhancement Advisory Services
Minnesota
$356K
MCM
136
MAI Capital Management
Ohio
$354K
MWM
137
MBE Wealth Management
Wisconsin
$342K
WFS
138
WealthGarden F.S.
California
$338K
LIA
139
LifePlan Investment Advisors
North Carolina
$336K
CWM
140
Connecticut Wealth Management
Connecticut
$301K
EWA
141
EverSource Wealth Advisors
Alabama
$298K
SAI
142
Savvy Advisors Inc
New York
$293K
CC
143
Copperleaf Capital
North Carolina
$293K
AA
144
Armis Advisers
Georgia
$289K
HI
145
Humankind Investments
New York
$289K
EL
146
EQ LLC
Washington
$288K
CAPTRUST Financial Advisors
147
CAPTRUST Financial Advisors
North Carolina
$287K
FHA
148
First Horizon Advisors
Tennessee
$280K
AI
149
Atria Investments
North Carolina
$277K
OPWM
150
Oregon Pacific Wealth Management
Oregon
$275K