We are live on ! Find out more
DMXF icon

iShares ESG Advanced MSCI EAFE ETF

190 hedge funds and large institutions have $407M invested in iShares ESG Advanced MSCI EAFE ETF in 2025 Q3 according to their latest regulatory filings, with 19 funds opening new positions, 52 increasing their positions, 71 reducing their positions, and 45 closing their positions.

New
Increased
Maintained
Reduced
Closed

0% more funds holding in top 10

Funds holding in top 10: 44 (0)

12.72% less ownership

Funds ownership: 70.49%57.77% (-13%)

15% less funds holding

Funds holding: 224190 (-34)

27% less repeat investments, than reductions

Existing positions increased: 52 | Existing positions reduced: 71

30% less capital invested

Capital invested by funds: $582M → $407M (-$175M)

58% less first-time investments, than exits

New positions opened: 19 | Existing positions closed: 45

Holders
190
Holders Change
-34
Holders Change %
-15.18%
% of All Funds
2.49%
Holding in Top 10
4
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.05%
New
19
Increased
52
Reduced
71
Closed
45
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
OPWM
126
Oregon Pacific Wealth Management
Oregon
$280K
HI
127
Human Investing
Oregon
$277K +$48.2K +648 +22%
OSAM
128
O'Shaughnessy Asset Management
Connecticut
$275K
MWM
129
MBE Wealth Management
Wisconsin
$272K -$74.3K -998 -22%
LWA
130
Lifelong Wealth Advisors
Minnesota
$271K +$74 +1 +0%
NWMG
131
National Wealth Management Group
Ohio
$266K +$7.37K +99 +3%
PHWM
132
Pine Harbor Wealth Management
Maryland
$262K
SWA
133
SOA Wealth Advisors
New York
$259K +$4.32K +58 +2%
Mariner
134
Mariner
Kansas
$237K -$12.6K -169 -5%
WWG
135
West Wealth Group
California
$233K -$5.21K -70 -2%
VWM
136
Venturi Wealth Management
Texas
$231K -$4.39K -59 -2%
VA
137
Valmark Advisers
Ohio
$227K +$13.2K +177 +6%
QCM
138
Quantinno Capital Management
New York
$225K
SB
139
Strategic Blueprint
Georgia
$224K -$38.7K -520 -15%
PAS
140
Park Avenue Securities
New York
$219K +$216K +2,897 New
ZIM
141
Zacks Investment Management
Illinois
$209K
RWM
142
RKL Wealth Management
Pennsylvania
$208K
Thrivent Financial for Lutherans
143
Thrivent Financial for Lutherans
Minnesota
$207K -$1.67M -22,380 -89%
AA
144
Aufman Associates
Pennsylvania
$207K
NP
145
NorthRock Partners
Minnesota
$204K +$200K +2,689 New
SPAS
146
Spectrum Planning & Advisory Services
California
$203K +$200K +2,685 New
AA
147
Aire Advisors
California
$203K +$199K +2,676 New
PWA
148
Physician Wealth Advisors
Utah
$198K
GM
149
GeoWealth Management
Illinois
$195K -$1.05M -14,142 -85%
BFO
150
Biltmore Family Office
North Carolina
$189K